401(k) · DOL Form 5500 · 2022

Planters Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
252
Participants Below avg headcount
81st
Percentile by assets National rank
$102,616
Avg per participant Below avg balance/head
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Official DOL plan name: Planters Bank and Trust Company 401(k) Retirement Plan · Sponsored by Planters Bank and Trust Company · Mississippi · Finance & Insurance

$26M in assets, 252 participants

Planters Bank and Trust Company's Planters Bank and Trust Company 401(k) Retirement Plan reported $26M in total assets and 252 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,421 in Finance & Insurance (9,261 peers)

Where Planters Bank and Trust Company 401(k) Retirement Plan sits by assets

Planters Bank and Trust Company 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 252 participants (~$102,616/participant), down 11.0% in 2022.

#6,421
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

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

Planters Bank and Trust Company 401(k) Retirement Plan vs every filed plan by assets

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

$25,859,139 Top 19% higher than 81% 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

Planters Bank and 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. Planters Bank and Trust Company 401(k) Retirement Plan sits mid-pack in the medium band (252 participants).

Published 5500 schedule card

Filing strip 640223390 · Planters Bank and Trust Company PY 2022 · 401(k)

Planters Bank and Trust Company 401(k) Retirement Plan · $26M · 252 · 81st

  • SCH $26M
  • EBSA 252
  • PART 81st
  • TYPE 401(k)
  • NET near Turf Equipment & Supply Co., Inc 401(k) Pension Plan
  • BOOK ind #6421

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 Mississippi →

Planters Bank and Trust Company 401(k) Retirement Plan in the asset neighbourhood

Planters Bank and Trust Company 401(k) Retirement PlanPlanters Bank and Trust Comp…$26MTurf Equipment & Supply Co., Inc 401(k) Pension PlanTurf Equipment & Supply Co.,…$26MUnited Benefits Consulting, Inc. Retirement Savings PlanUnited Benefits Consulting, …$26MFlow Companies 401(k) Retirement PlanFlow Companies 401(k) Retire…$26MWausau Supply Company 401(k) PlanWausau Supply Company 401(k)…$26M
End-of-year total assets ($M) among Planters Bank and 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)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN640223390
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planters Bank and Trust Company)

Sponsor-wide plan assets over time

All Planters Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$58M 20.29892299181783% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48M $57.7M ▲ +20.3%
Year Plans Participants Total Assets
2022 2 341 $48M
2023 2 330 $52M
2024 2 332 $58M

Nearby 401(k) Plans in Mississippi

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

Planters Bank and Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Planters Bank and Trust Company 401(k) Retirement Plan, Total assets ($M): 25.859139 · Participants: 252Planters Bank and Trust Company 401(k) Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Planters Bank and Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Planters Bank and Trust Company 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Turf Equipment & Supply Co., Inc 401(k) Pension Plan in MD ($26M); by covered participants it is Apollo Professional Solutions, Inc. 401(k) Plan in NH (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Planters Bank and Trust Company 401(k) Retirement Plan assets move in 2022? ▼
Planters Bank and Trust Company 401(k) Retirement Plan pulled back noticeably - down 11.0% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Planters Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planters Bank and Trust Company's sponsor-wide assets grew 20.3%, from $48M to $58M.
Where does Planters Bank and Trust Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planters Bank and Trust Company 401(k) Retirement Plan ranks in the 81st 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 Planters Bank and Trust Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Turf Equipment & Supply Co., Inc 401(k) Pension Plan in MD ($26M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Planters Bank and Trust Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apollo Professional Solutions, Inc. 401(k) Plan in NH (252 participants, $4M 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 640223390.

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.