401(k) · DOL Form 5500 · 2022

Cadence Bank 401(k) Plan

Data updated 2026-08-25

$717M
Total assets Above avg plan size
6,553
Participants Above avg headcount
98th
Percentile by assets National rank
$109,479
Avg per participant Below avg balance/head
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Official DOL plan name: Cadence 401(k) Profit-Sharing Plan · Sponsored by Cadence Bank · Mississippi · Finance & Insurance

$717M in assets, 6,553 participants

Cadence Bank's Cadence 401(k) Profit-Sharing Plan reported $717M in total assets and 6,553 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,996 in Finance & Insurance (9,261 peers)

Coverage in Mississippi

Cadence 401(k) Profit-Sharing Plan covers 6,553 participants in Mississippi, 18x the typical Mississippi plan (state average ~366 per filing). Assets: $717M.

#8,996
in Finance & Insurance (9,261 peers)
-19.6%
assets change YoY
7.2×
vs typical plan assets (national mean)

The plan reported a net loss of $175M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cadence 401(k) Profit-Sharing Plan's outsized position by total assets

Cadence 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$717,418,669 Top 2% higher than 98% 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

Cadence 401(k) Profit-Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cadence 401(k) Profit-Sharing Plan lands in the large band (6,553 participants).

Form 5500 schedule snapshot

Filing strip 640117230 · Cadence Bank PY 2022 · 401(k)

Cadence 401(k) Profit-Sharing Plan · $717M · 6,553 · 98th

  • RANK $717M
  • RANK 6,553
  • RANK 98th
  • RANK 401(k)
  • RANK near Amedisys Holding, LLC 401(k) Plan
  • RANK ind #8996

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 →

Cadence 401(k) Profit-Sharing Plan in the asset neighbourhood

Amedisys Holding, LLC 401(k) PlanAmedisys Holding, LLC 401(k)…$718MCadence 401(k) Profit-Sharing PlanCadence 401(k) Profit-Sharin…$717MGm Financial Employees 401(k) PlanGm Financial Employees 401(k…$716MLouisiana Children's Medical Center Retirement and Savings PlanLouisiana Children's Medical…$716MEmployee 401(k) Savings Plan$716M
End-of-year total assets ($M) among Cadence 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$892M
Net Assets (End of Year)$717M
Net Income-$175M
Employer EIN640117230
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cadence Bank)

Sponsor-wide plan assets over time

All Cadence Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 9.39790297406027% vs 2022
2024 filing year
$1.05B$1.1B$1.15B$1.2B 202220232024 $1.06B $1.16B ▲ +9.4%
Year Plans Participants Total Assets
2022 2 10,427 $1.1B
2023 2 11,336 $1.1B
2024 2 11,359 $1.2B

Nearby 401(k) Plans in Mississippi

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

Cadence 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 1000200030004000500060007000 200300400500600700800 Total assets ($M) Participants Cadence 401(k) Profit-Sharing Plan, Total assets ($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) PlanHattiesburg Clinic P. a. Savings Plan, Total assets ($M): 305.696199 · Participants: 2199Hattiesburg Clinic P. a. Savings Plan
Cadence 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Cadence 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Scale composition for Cadence 401(k) Profit-Sharing Plan

Cadence 401(k) Profit-Sharing Plan reports $717M in end-of-year assets across 6,553 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $109,479 per participant (79% of the national average assets-per-participant) . Net income for plan year 2022 was -$175M.

This plan identity (EIN 640117230, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $717M to $817M (+13.9%) while covered participants moved from 6,553 to 6,117 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,553 $717M This page
2023 6,578 $797M Open filing
2024 · index core 6,117 $817M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Cadence 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Amedisys Holding, LLC 401(k) Plan in LA ($718M); by covered participants it is California Pizza Kitchen, Inc. Retirement Savings Plan in CA (6,557 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($717M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,553 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 Cadence 401(k) Profit-Sharing Plan assets move in 2022? ▼
Cadence 401(k) Profit-Sharing Plan declined sharply - down 19.6% during 2022, from $892M to $717M. Reported net income was -$175M.
How have Cadence Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cadence Bank's sponsor-wide assets grew 9.4%, from $1.1B to $1.2B.
Where does Cadence 401(k) Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Cadence 401(k) Profit-Sharing Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cadence 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amedisys Holding, LLC 401(k) Plan in LA ($718M, 20,184 participants).
Which 401(k) plans cover a similar participant headcount to Cadence 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Pizza Kitchen, Inc. Retirement Savings Plan in CA (6,557 participants, $25M 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 640117230.

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.