401(k) · DOL Form 5500 · 2022

Independent Southern Bancshares Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
89
Participants Small participant base
70th
Percentile by assets National rank
$145,077
Avg per participant Above avg balance/head
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Official DOL plan name: Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan · Sponsored by Independent Southern Bancshares Inc · Tennessee · Management of Enterprises

$13M in assets, 89 participants

Independent Southern Bancshares Inc's Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan reported $13M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #590 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan ranks #590 of 1,193 2022 filers by assets (2754% of the sector average)-$13M for 89 participants.

#590
in Management of Enterprises (1,193 peers)
-10.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan's outsized position by total assets

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan vs every filed plan by assets

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

$12,911,864 Top 30% higher than 70% 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

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan is a small filing (89 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 621206284 · Independent Southern Bancshares Inc PY 2022 · 401(k)

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan · $13M · 89 · 70th

  • PART $13M
  • PART 89
  • PART 70th
  • PART 401(k)
  • PART near Teac America, Inc. 401(k) Savings and Profit Sharing Plan
  • PART ind #590

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 Management of Enterprises retirement plans → · Plans in Tennessee →

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan in the asset neighbourhood

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) PlanIndependent Southern Bancsha…$13MTeac America, Inc. 401(k) Savings and Profit Sharing PlanTeac America, Inc. 401(k) Sa…$13MYakima Products, Inc. 401(k) Savings PlanYakima Products, Inc. 401(k)…$13MKraft & Kennedy, Inc. 401(k) Profit Sharing PlanKraft & Kennedy, Inc. 401(k)…$13MBorah, Goldstein, Altschuler, Nahins & Goidel, P.C.Borah, Goldstein, Altschuler…$13M
End-of-year total assets ($M) among Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN621206284
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Southern Bancshares Inc)

Sponsor-wide plan assets over time

All Independent Southern Bancshares Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 17.825969976139774% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.9M $15.2M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 89 $13M
2023 1 92 $15M
2024 1 101 $15M

Nearby 401(k) Plans in Tennessee

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

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan, Total assets ($B): 0.012911864 · Participants: 89Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan side-by-side with 3 peers →

Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Teac America, Inc. 401(k) Savings and Profit Sharing Plan in CA ($13M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan assets move in 2022? ▼
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan pulled back noticeably - down 10.6% during 2022, from $14M to $13M. Reported net income was -$2M.
How have Independent Southern Bancshares Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Southern Bancshares Inc's sponsor-wide assets grew 17.8%, from $13M to $15M.
Which 401(k) plans are similar in size to Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teac America, Inc. 401(k) Savings and Profit Sharing Plan in CA ($13M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 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 621206284.

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.