401(k) · DOL Form 5500 · 2022

Southern Bank 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
501
Participants Below avg headcount
88th
Percentile by assets National rank
$94,929
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Bank 401(k) Retirement Plan · Sponsored by Southern Bank · Missouri · Finance & Insurance

$48M in assets, 501 participants

Southern Bank's Southern Bank 401(k) Retirement Plan reported $48M in total assets and 501 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,416 in Finance & Insurance (9,261 peers)

Where Southern Bank 401(k) Retirement Plan sits by assets

Southern Bank 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 501 participants (~$94,929/participant), up 22.2% in 2022.

#7,416
in Finance & Insurance (9,261 peers)
+22.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Southern Bank 401(k) Retirement Plan's outsized position by total assets

Southern Bank 401(k) Retirement Plan vs every filed plan by assets

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

$47,559,216 Top 12% higher than 88% 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

Southern Bank 401(k) Retirement 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. Southern Bank 401(k) Retirement Plan sits mid-pack in the medium band (501 participants).

EBSA filing schedule strip

Filing strip 430462350 · Southern Bank PY 2022 · 401(k)

Southern Bank 401(k) Retirement Plan · $48M · 501 · 88th

  • BOOK $48M
  • VS-ST 501
  • BOY 88th
  • SCH 401(k)
  • EBSA near Workforce Software, LLC 401(k) Plan
  • PART ind #7416

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 Missouri →

Southern Bank 401(k) Retirement Plan in the asset neighbourhood

Workforce Software, LLC 401(k) PlanWorkforce Software, LLC 401(…$48MSouthern Bank 401(k) Retirement PlanSouthern Bank 401(k) Retirem…$48MMorgan Properties 401(k) Plan$48MPremier Medical Group,P.C.401(k) Profit Sharing PlanPremier Medical Group,P.C.40…$48MPhototype Engraving Company, Inc. Retirement Savings PlanPhototype Engraving Company,…$48M
End-of-year total assets ($M) among Southern Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$48M
Net Income$9M
Employer EIN430462350
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Bank)

Sponsor-wide plan assets over time

All Southern Bank plans reported in each filing year

Latest sponsor-wide plan assets
$70M 48.04690640821329% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.6M $70.4M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 501 $48M
2023 1 533 $58M
2024 1 554 $70M

Nearby 401(k) Plans in Missouri

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

Southern Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Southern Bank 401(k) Retirement Plan, Total assets ($B): 0.047559216 · Participants: 501Southern Bank 401(k) Retirement PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Southern Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Southern Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Workforce Software, LLC 401(k) Plan in MI ($48M); by covered participants it is Freddy's Frozen Custard 401(k) Plan in KS (501 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Southern Bank 401(k) Retirement Plan assets move in 2022? ▼
Southern Bank 401(k) Retirement Plan grew sharply - up 22.2% during 2022, from $39M to $48M. Reported net income was $9M.
How have Southern Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Bank's sponsor-wide assets grew 48.0%, from $48M to $70M.
Where does Southern Bank 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Bank 401(k) Retirement Plan ranks in the 88th 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 Southern Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workforce Software, LLC 401(k) Plan in MI ($48M, 450 participants).
Which 401(k) plans cover a similar participant headcount to Southern Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Freddy's Frozen Custard 401(k) Plan in KS (501 participants, $7M 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 430462350.

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.