401(k) · DOL Form 5500 · 2023

Pinnacle Bank 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
51
Participants Small participant base
48th
Percentile by assets National rank
$120,385
Avg per participant Near avg balance/head
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Official DOL plan name: Pinnacle Bank Profit Sharing Retirement Plan · Sponsored by Pinnacle Bank · Alabama · Finance & Insurance

$6M in assets, 51 participants

Pinnacle Bank's Pinnacle Bank Profit Sharing Retirement Plan reported $6M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,067 in Finance & Insurance (8,869 peers)

Pinnacle Bank multi-year trail

Pinnacle Bank's plans moved +47.5% in assets from 2022 to 2024; this filing shows Pinnacle Bank Profit Sharing Retirement Plan at $6M / 51 participants.

#3,067
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY

Pinnacle Bank Profit Sharing Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Pinnacle Bank Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,139,620 48th percentile higher than 48% of 127,068 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 2023

Pinnacle Bank Profit Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Bank Profit Sharing Retirement Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinnacle Bank Profit Sharing Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pinnacle Bank Profit Sharing Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pinnacle Bank Profit Sharing Retirement Plan reported participants rose from 48 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630110181 · Pinnacle Bank PY 2023 · 401(k)

Pinnacle Bank Profit Sharing Retirement Plan · $6M · 51 · 48th

  • TYPE $6M
  • TYPE 51
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Mary Ann's Baking Co., Inc. Profit Sharing
  • TYPE ind #3067

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 Alabama →

Pinnacle Bank Profit Sharing Retirement Plan in the asset neighbourhood

Pinnacle Bank Profit Sharing Retirement PlanPinnacle Bank Profit Sharing…$6MMary Ann's Baking Co., Inc. Profit SharingMary Ann's Baking Co., Inc. …$6MThorne Associates, Inc. 401(k) PlanThorne Associates, Inc. 401(…$6MRobert W. Eitches, M.D. Inc., 401 (K) Profit Sharing PlanRobert W. Eitches, M.D. Inc.…$6ME. K. Services Retirement PlanE. K. Services Retirement Pl…$6M
End-of-year total assets ($M) among Pinnacle Bank Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pinnacle Bank multi-year asset trail

Sponsor-wide plan assets over time

All Pinnacle Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.52343487110401% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.06M $7.47M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 48 $5M
2023 1 51 $6M
2024 1 48 $7M

Pinnacle Bank filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN630110181
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Pinnacle Bank Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Pinnacle Bank Profit Sharing Retirement Plan, Total assets ($B): 0.00613962 · Participants: 51Pinnacle Bank Profit Sharing Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Pinnacle Bank Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Pinnacle Bank Profit Sharing Retirement Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Mary Ann's Baking Co., Inc. Profit Sharing in CA ($6M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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

How did Pinnacle Bank Profit Sharing Retirement Plan assets move in 2023? ▼
Pinnacle Bank Profit Sharing Retirement Plan grew sharply - up 21.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Pinnacle Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Bank's sponsor-wide assets grew 47.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Pinnacle Bank Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mary Ann's Baking Co., Inc. Profit Sharing in CA ($6M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Pinnacle Bank Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630110181.

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.