401(k) · DOL Form 5500 · 2022

Sutton Bank 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
124
Participants Small participant base
90th
Percentile by assets National rank
$512,921
Avg per participant High balance/head
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Official DOL plan name: Sutton Bank Employee Stock Ownership & 401(k) Plan · Sponsored by Sutton Bank · Ohio · Finance & Insurance

$64M in assets, 124 participants

Sutton Bank's Sutton Bank Employee Stock Ownership & 401(k) Plan reported $64M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,749 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Sutton Bank Employee Stock Ownership & 401(k) Plan covers 124 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $64M.

#7,749
in Finance & Insurance (9,261 peers)
+10.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sutton Bank Employee Stock Ownership & 401(k) Plan's outsized position by total assets

Sutton Bank Employee Stock Ownership & 401(k) Plan vs every filed plan by assets

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

$63,602,157 Top 10% higher than 90% 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

Sutton Bank Employee Stock Ownership & 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. Sutton Bank Employee Stock Ownership & 401(k) Plan sits mid-pack in the medium band (124 participants).

EBSA filing schedule strip

Filing strip 344369660 · Sutton Bank PY 2022 · 401(k)

Sutton Bank Employee Stock Ownership & 401(k) Plan · $64M · 124 · 90th

  • ASSETS $64M
  • PCT 124
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Dierbergs Collectively Bargained Employees' 401(k) Plan
  • IND ind #7749

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 Ohio →

Sutton Bank Employee Stock Ownership & 401(k) Plan in the asset neighbourhood

Wade Trim Group, Inc. Profit Sharing & 401(k) Savings PlanWade Trim Group, Inc. Profit…$64MSutton Bank Employee Stock Ownership & 401(k) PlanSutton Bank Employee Stock O…$64MDierbergs Collectively Bargained Employees' 401(k) PlanDierbergs Collectively Barga…$64MHickory Springs Employees 401(k) PlanHickory Springs Employees 40…$64MVirgin Galactic, LLC 401(k) PlanVirgin Galactic, LLC 401(k) …$64M
End-of-year total assets ($M) among Sutton Bank Employee Stock Ownership & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$64M
Net Income$6M
Employer EIN344369660
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutton Bank)

Sponsor-wide plan assets over time

All Sutton Bank plans reported in each filing year

Latest sponsor-wide plan assets
$90M 41.04692864425966% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.6M $89.7M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 124 $64M
2023 1 158 $83M
2024 1 178 $90M

Nearby 401(k) Plans in Ohio

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

Sutton Bank Employee Stock Ownership & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Sutton Bank Employee Stock Ownership & 401(k) Plan, Total assets ($B): 0.063602157 · Participants: 124Sutton Bank Employee Stock Ownership & 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Sutton Bank Employee Stock Ownership & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sutton Bank Employee Stock Ownership & 401(k) Plan side-by-side with 3 peers →

Sutton Bank Employee Stock Ownership & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Dierbergs Collectively Bargained Employees' 401(k) Plan in MO ($64M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Sutton Bank Employee Stock Ownership & 401(k) Plan assets move in 2022? ▼
Sutton Bank Employee Stock Ownership & 401(k) Plan grew at a solid clip - up 10.3% during 2022, from $58M to $64M. Reported net income was $6M.
How have Sutton Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutton Bank's sponsor-wide assets grew 41.0%, from $64M to $90M.
Where does Sutton Bank Employee Stock Ownership & 401(k) Plan rank by assets among Form 5500 filers? ▼
Sutton Bank Employee Stock Ownership & 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sutton Bank Employee Stock Ownership & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dierbergs Collectively Bargained Employees' 401(k) Plan in MO ($64M, 2,046 participants).
Which 401(k) plans cover a similar participant headcount to Sutton Bank Employee Stock Ownership & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 344369660.

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.