401(k) · DOL Form 5500 · 2022
Independent Bank 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $78,156
- Avg per participant Below avg balance/head
Official DOL plan name: Independent Bank 401(k) Plan · Sponsored by Independent Bank · Tennessee · Finance & Insurance
$18M in assets, 227 participants
Independent Bank's Independent Bank 401(k) Plan reported $18M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #5,673 in Finance & Insurance (9,261 peers)
Coverage in Tennessee
Independent Bank 401(k) Plan covers 227 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $18M.
- #5,673
- in Finance & Insurance (9,261 peers)
- -15.3%
- assets change YoY
- 0.2×
- 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.
Independent Bank 401(k) Plan's outsized position by total assets
Independent Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,741,367 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Independent 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. Independent Bank 401(k) Plan sits mid-pack in the medium band (227 participants).
EBSA filing schedule strip
Filing strip 621730963 · Independent Bank PY 2022 · 401(k)
Independent Bank 401(k) Plan · $18M · 227 · 75th
- PART $18M
- PART 227
- PART 75th
- PART 401(k)
- PART near Earl W. Colvard, Inc. Savings Plan
- PART ind #5673
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 Tennessee →
Independent Bank 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 621730963 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Independent Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Earl W. Colvard, Inc. Savings Plan in FL ($18M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 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.