401(k) · DOL Form 5500 · 2022

United Southern Bank 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
150
Participants Small participant base
74th
Percentile by assets National rank
$109,994
Avg per participant Below avg balance/head
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Official DOL plan name: United Southern Bank Employees' 401(k) Plan · Sponsored by United Southern Bank · Florida · Finance & Insurance

$16M in assets, 150 participants

United Southern Bank's United Southern Bank Employees' 401(k) Plan reported $16M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,531 in Finance & Insurance (9,261 peers)

Coverage in Florida

United Southern Bank Employees' 401(k) Plan covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#5,531
in Finance & Insurance (9,261 peers)
-16.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Southern Bank Employees' 401(k) Plan's outsized position by total assets

United Southern Bank Employees' 401(k) Plan vs every filed plan by assets

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

$16,499,109 Top 26% higher than 74% 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

United Southern Bank Employees' 401(k) 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. United Southern Bank Employees' 401(k) Plan sits mid-pack in the medium band (150 participants).

Form 5500 schedule snapshot

Filing strip 590489540 · United Southern Bank PY 2022 · 401(k)

United Southern Bank Employees' 401(k) Plan · $16M · 150 · 74th

  • BOY $16M
  • BOY 150
  • BOY 74th
  • BOY 401(k)
  • BOY near Vitalcaring Group 401(k) Plan
  • BOY ind #5531

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 Florida →

United Southern Bank Employees' 401(k) Plan in the asset neighbourhood

United Southern Bank Employees' 401(k) PlanUnited Southern Bank Employe…$16MVitalcaring Group 401(k) Plan$16MParker Plastics, Inc. 401(k) Profit Sharing PlanParker Plastics, Inc. 401(k)…$17MArla Foods, Inc 401(k) Plan$17MPeach State Federal Credit Union 401(k) Profit Sharing PlanPeach State Federal Credit U…$17M
End-of-year total assets ($M) among United Southern Bank Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN590489540
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Southern Bank)

Sponsor-wide plan assets over time

All United Southern Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.483816913992143% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $21.2M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 150 $16M
2023 1 150 $17M
2024 1 154 $21M

Nearby 401(k) Plans in Florida

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

United Southern Bank Employees' 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants United Southern Bank Employees' 401(k) Plan, Total assets ($B): 0.016499109 · Participants: 150United Southern Bank Employees' 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
United Southern Bank Employees' 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare United Southern Bank Employees' 401(k) Plan side-by-side with 3 peers →

United Southern Bank Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vitalcaring Group 401(k) Plan in TX ($16M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 United Southern Bank Employees' 401(k) Plan assets move in 2022? ▼
United Southern Bank Employees' 401(k) Plan declined sharply - down 16.9% during 2022, from $20M to $16M. Reported net income was -$3M.
How have United Southern Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Southern Bank's sponsor-wide assets grew 28.5%, from $16M to $21M.
Which 401(k) plans are similar in size to United Southern Bank Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vitalcaring Group 401(k) Plan in TX ($16M, 3,406 participants).
Which 401(k) plans cover a similar participant headcount to United Southern Bank Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590489540.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.