401(k) · DOL Form 5500 · 2022

Oakworth Capital Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
120
Participants Small participant base
69th
Percentile by assets National rank
$100,296
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oakworth Capital Bank 401(k) Plan · Sponsored by Oakworth Capital Bank · Alabama · Finance & Insurance

$12M in assets, 120 participants

Oakworth Capital Bank's Oakworth Capital Bank 401(k) Plan reported $12M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,848 in Finance & Insurance (9,261 peers)

Coverage in Alabama

Oakworth Capital Bank 401(k) Plan covers 120 participants in Alabama, about 33% of the average Alabama filer (state average ~360 per filing). Assets: $12M.

#4,848
in Finance & Insurance (9,261 peers)
+1.1%
assets growth YoY

Oakworth Capital Bank 401(k) Plan's outsized position by total assets

Oakworth Capital Bank 401(k) Plan vs every filed plan by assets

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

$12,035,540 Top 31% higher than 69% 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

Oakworth Capital Bank 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. Oakworth Capital Bank 401(k) Plan sits mid-pack in the medium band (120 participants).

EBSA filing schedule strip

Filing strip 261866970 · Oakworth Capital Bank PY 2022 · 401(k)

Oakworth Capital Bank 401(k) Plan · $12M · 120 · 69th

  • NET $12M
  • BOOK 120
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Rah Ventures Retirement Plan
  • EBSA ind #4848

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 →

Oakworth Capital Bank 401(k) Plan in the asset neighbourhood

Oakworth Capital Bank 401(k) PlanOakworth Capital Bank 401(k)…$12MRah Ventures Retirement Plan$12MConvene 401(k) Profit Sharing PlanConvene 401(k) Profit Sharin…$12MPathology Services of Springfield, P.C. 401(k) Profit Sharing PlanPathology Services of Spring…$12MWest Pac-Stone Employee Retirement PlanWest Pac-Stone Employee Reti…$12M
End-of-year total assets ($M) among Oakworth Capital Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$130K
Employer EIN261866970
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakworth Capital Bank)

Sponsor-wide plan assets over time

All Oakworth Capital Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 73.58472490640222% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12M $20.9M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 120 $12M
2023 1 140 $16M
2024 1 156 $21M

Nearby 401(k) Plans in Alabama

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

Oakworth Capital Bank 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Oakworth Capital Bank 401(k) Plan, Total assets ($B): 0.01203554 · Participants: 120Oakworth Capital Bank 401(k) 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
Oakworth Capital Bank 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Oakworth Capital Bank 401(k) Plan side-by-side with 3 peers →

Oakworth Capital Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Rah Ventures Retirement Plan in KY ($12M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Oakworth Capital Bank 401(k) Plan assets move in 2022? ▼
Oakworth Capital Bank 401(k) Plan edged up modestly - up 1.1% during 2022, from $12M to $12M. Reported net income was $130K.
How have Oakworth Capital Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakworth Capital Bank's sponsor-wide assets grew 73.6%, from $12M to $21M.
Which 401(k) plans are similar in size to Oakworth Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rah Ventures Retirement Plan in KY ($12M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Oakworth Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 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 261866970.

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.