401(k) · DOL Form 5500 · 2023

Trustmark Health Benefits, Inc. 401(k) Plan

Data updated 2026-08-25

N/A
Total assets
977
Participants Near avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trustmark Health Benefits, Inc. Retirement Savings Plan · Sponsored by Trustmark Health Benefits, Inc. · Illinois · Finance & Insurance

N/A in assets, 977 participants

Trustmark Health Benefits, Inc.'s Trustmark Health Benefits, Inc. Retirement Savings Plan reported N/A in total assets and 977 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Trustmark Health Benefits, Inc. Retirement Savings Plan holds N/A for 977 participants.

-$4M
reported net income

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trustmark Health Benefits, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustmark Health Benefits, Inc. Retirement Savings Plan sits mid-pack in the medium band (977 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trustmark Health Benefits, Inc. Retirement Savings Plan reported net income rose from -$18M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Trustmark Health Benefits, Inc. Retirement Savings Plan reported participants rose from 853 in the plan year 2022 filing to 977 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351846036 · Trustmark Health Benefits, Inc. PY 2023 · 401(k)

Trustmark Health Benefits, Inc. Retirement Savings Plan · N/A · 977

  • SCH N/A
  • EBSA 977
  • PART PY 2023
  • TYPE 401(k)
  • NET near Assetmark Financial 401(k) Plan
  • BOOK -$4M

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 Illinois →

Filing particulars (2023)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)N/A
Net Income-$4M
Employer EIN351846036
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustmark Health Benefits, Inc.)

Sponsor-wide plan assets over time

All Trustmark Health Benefits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$50M$100M$150M 20222023 $101M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 853 $101M
2023 1 977 N/A

Nearby 401(k) Plans in Illinois

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

Trustmark Health Benefits, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 5 data points. 050000100000150000200000250000 131415161718 Total assets ($B) Participants Accenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Trustmark Health Benefits, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Trustmark Health Benefits, Inc. Retirement Savings Plan's closest out-of-state 401(k) peers by headcount

Outside Illinois, the nearest 401(k) by covered participants is Assetmark Financial 401(k) Plan in CA (977 participants; this filing: 977 participants).

Similar participant headcount

Nearest other-state filings by covered participants (977 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans cover a similar participant headcount to Trustmark Health Benefits, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Assetmark Financial 401(k) Plan in CA (977 participants, $141M in assets).