401(k) · DOL Form 5500 · 2022

First Southern Bancorp Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
216
Participants Below avg headcount
85th
Percentile by assets National rank
$164,914
Avg per participant Above avg balance/head
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Official DOL plan name: First Southern Bancorp Inc 401(k) Plan · Sponsored by First Southern Bancorp Inc · Kentucky · Finance & Insurance

$36M in assets, 216 participants

First Southern Bancorp Inc's First Southern Bancorp Inc 401(k) Plan reported $36M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,988 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

First Southern Bancorp Inc 401(k) Plan covers 216 participants in Kentucky, about 33% of the average Kentucky filer (state average ~647 per filing). Assets: $36M.

#6,988
in Finance & Insurance (9,261 peers)
-4.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Southern Bancorp Inc 401(k) Plan's outsized position by total assets

First Southern Bancorp Inc 401(k) Plan vs every filed plan by assets

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

$35,621,421 Top 15% higher than 85% 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

First Southern Bancorp Inc 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. First Southern Bancorp Inc 401(k) Plan sits mid-pack in the medium band (216 participants).

EBSA filing schedule strip

Filing strip 611129777 · First Southern Bancorp Inc PY 2022 · 401(k)

First Southern Bancorp Inc 401(k) Plan · $36M · 216 · 85th

  • IND $36M
  • IND 216
  • IND 85th
  • IND 401(k)
  • IND near Value Drug Company 401(k) Profit-Sharing Plan
  • IND ind #6988

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 Kentucky →

First Southern Bancorp Inc 401(k) Plan in the asset neighbourhood

C. D. Smith Construction, Inc. Profit Sharing PlanC. D. Smith Construction, In…$36MPlanet Home Lending, LLC Profit Sharing Plan & TrustPlanet Home Lending, LLC Pro…$36MAutodie LLC 401(k) Plan$36MFirst Southern Bancorp Inc 401(k) PlanFirst Southern Bancorp Inc 4…$36MValue Drug Company 401(k) Profit-Sharing PlanValue Drug Company 401(k) Pr…$36M
End-of-year total assets ($M) among First Southern Bancorp Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$36M
Net Income-$1M
Employer EIN611129777
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Southern Bancorp Inc)

Sponsor-wide plan assets over time

All First Southern Bancorp Inc plans reported in each filing year

Latest sponsor-wide plan assets
$43M 21.116397911245596% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.6M $43.1M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 216 $36M
2023 1 228 $36M
2024 1 240 $43M

Nearby 401(k) Plans in Kentucky

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

First Southern Bancorp Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants First Southern Bancorp Inc 401(k) Plan, Total assets ($B): 0.035621421 · Participants: 216First Southern Bancorp Inc 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
First Southern Bancorp Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare First Southern Bancorp Inc 401(k) Plan side-by-side with 3 peers →

First Southern Bancorp Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Value Drug Company 401(k) Profit-Sharing Plan in PA ($36M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 First Southern Bancorp Inc 401(k) Plan assets move in 2022? ▼
First Southern Bancorp Inc 401(k) Plan edged down modestly - down 4.0% during 2022, from $37M to $36M. Reported net income was -$1M.
How have First Southern Bancorp Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Southern Bancorp Inc's sponsor-wide assets grew 21.1%, from $36M to $43M.
Where does First Southern Bancorp Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
First Southern Bancorp Inc 401(k) Plan ranks in the 85th 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 First Southern Bancorp Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Value Drug Company 401(k) Profit-Sharing Plan in PA ($36M, 221 participants).
Which 401(k) plans cover a similar participant headcount to First Southern Bancorp Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 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 611129777.

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.