401(k) · DOL Form 5500 · 2022

Troy Bank & Trust Company 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
181
Participants Below avg headcount
84th
Percentile by assets National rank
$188,141
Avg per participant Above avg balance/head
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Official DOL plan name: Troy Bank & Trust Company 401(k) Retirement Plan · Sponsored by Troy Bank & Trust Company · Alabama · Finance & Insurance

$34M in assets, 181 participants

Troy Bank & Trust Company's Troy Bank & Trust Company 401(k) Retirement Plan reported $34M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,908 in Finance & Insurance (9,261 peers)

Where Troy Bank & Trust Company 401(k) Retirement Plan sits by assets

Troy Bank & Trust Company 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 181 participants (~$188,141/participant), down 19.7% in 2022.

#6,908
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Troy Bank & Trust Company 401(k) Retirement Plan's outsized position by total assets

Troy Bank & Trust Company 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,053,442 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Troy Bank & Trust Company 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Troy Bank & Trust Company 401(k) Retirement Plan sits mid-pack in the medium band (181 participants).

Form 5500 schedule snapshot

Filing strip 630212370 · Troy Bank & Trust Company PY 2022 · 401(k)

Troy Bank & Trust Company 401(k) Retirement Plan · $34M · 181 · 84th

  • EIN $34M
  • EIN 181
  • EIN 84th
  • EIN 401(k)
  • EIN near Lumanity Inc. 401(k) Plan
  • EIN ind #6908

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Alabama →

Troy Bank & Trust Company 401(k) Retirement Plan in the asset neighbourhood

Troy Bank & Trust Company 401(k) Retirement PlanTroy Bank & Trust Company 40…$34MLumanity Inc. 401(k) Plan$34MOdec 401(k) Plan$34MGraubard Miller Salary Savings PlanGraubard Miller Salary Savin…$34MThe Maschhoffs 401(k) Plan$34M
End-of-year total assets ($M) among Troy Bank & Trust Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$34M
Net Income-$8M
Employer EIN630212370
Plan Effective Date1962-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Troy Bank & Trust Company)

Sponsor-wide plan assets over time

All Troy Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$43M 25.66740243174244% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $42.8M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 181 $34M
2023 1 178 $39M
2024 1 181 $43M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Troy Bank & Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Troy Bank & Trust Company 401(k) Retirement Plan, Total assets ($B): 0.034053442 · Participants: 181Troy Bank & Trust Company 401(k) Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Troy Bank & Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Troy Bank & Trust Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Lumanity Inc. 401(k) Plan in PA ($34M); by covered participants it is Rob's Automotive & Collision in PA (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Troy Bank & Trust Company 401(k) Retirement Plan assets move in 2022?
Troy Bank & Trust Company 401(k) Retirement Plan declined sharply - down 19.7% during 2022, from $42M to $34M. Reported net income was -$8M.
How have Troy Bank & Trust Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Troy Bank & Trust Company's sponsor-wide assets grew 25.7%, from $34M to $43M.
Where does Troy Bank & Trust Company 401(k) Retirement Plan rank by assets among Form 5500 filers?
Troy Bank & Trust Company 401(k) Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Troy Bank & Trust Company 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Lumanity Inc. 401(k) Plan in PA ($34M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Troy Bank & Trust Company 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Rob's Automotive & Collision in PA (181 participants, N/A in assets).