Defined Benefit (Pension) · DOL Form 5500 · 2022
Cadence Bank Pension Plan
Data updated 2026-08-11
- $342M
- Total assets
- 3,874
- Participants
- 97th
- Percentile by assets
- $88,185
- Avg per participant
Official DOL plan name: Cadence Retirement Plan and Trust Agreement · Sponsored by Cadence Bank · Mississippi · Finance & Insurance
$342M in assets, 3,874 participants
Cadence Bank's Cadence Retirement Plan and Trust Agreement reported $342M in total assets and 3,874 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 97th percentile by assets (of 139,126 plans)
- #8,787 in Finance & Insurance (9,261 peers)
Coverage in Mississippi
Cadence Retirement Plan and Trust Agreement covers 3,874 participants in Mississippi, 11x the typical Mississippi plan (state average ~366 per filing). Assets: $342M.
- $342M
- total plan assets (2022 EOY)
- 3,874
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $88,185
- avg assets per participant
The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. Cadence Retirement Plan and Trust Agreement reports 3,874 participants - 11x that state average ($342M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $414M |
|---|---|
| Net Assets (End of Year) | $342M |
| Net Income | -$72M |
| Employer EIN | 640117230 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cadence Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,427 | $1.1B |
| 2023 | 2 | 11,336 | $1.1B |
| 2024 | 2 | 11,359 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Cadence Retirement Plan and Trust Agreement vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
- Hancock Whitney Corporation Pension Plan $701M · 1,855
- Sfb Casualty Ins Co Retirement Plan $429M · 1,485
- North Mississippi Health Services Retirement Plan & Trust Agreement $425M · 2,033
- Sfb Life Insurance Co Retirement Plan and Trust $247M · 593
- Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi $165M · 183
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Cadence Retirement Plan and Trust Agreement by total assets, not by location.
- Cleveland Bakers and Teamsters Pension Fund (OH) $342M · 2,056
- Retirement Income Plan for Selective Insurance Company of America (NJ) $342M · 539
- Local Union 786 Building Material Pension Fund (IL) $341M · 995
- International Longshoremen's Association AFL-CIO Employers Pension Fund (FL) $341M · 1,450
Frequently Asked Questions
How did Cadence Retirement Plan and Trust Agreement assets move in 2022? ▼
How have Cadence Bank plan assets changed over time? ▼
Where does Cadence Retirement Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Cadence Retirement Plan and Trust Agreement? ▼
Next read for Cadence Retirement Plan and Trust Agreem…
Filing takeaways
Ways to act on Cadence Retirement Plan and Trust Agreement's numbers.
- By total assets, Cadence Retirement Plan and Trust Agreement ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Mississippi. Compare plans
- Cadence Bank's sponsor-wide assets have grown 9.4% since 2022 across 3 plan years on file. More Finance & Insurance plans