401(k) · DOL Form 5500 · 2023
The Exchange Bank of Alabama 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $100,612
- Avg per participant Below avg balance/head
Official DOL plan name: The Exchange Bank of Alabama Retirement Plan · Sponsored by The Exchange Bank of Alabama · Alabama · Finance & Insurance
$7M in assets, 67 participants
The Exchange Bank of Alabama's The Exchange Bank of Alabama Retirement Plan reported $7M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #3,181 in Finance & Insurance (8,869 peers)
2023 asset change
The Exchange Bank of Alabama Retirement Plan grew at a solid clip 13.4% in 2023 ($6M → $7M) for 67 participants.
- #3,181
- in Finance & Insurance (8,869 peers)
- +13.4%
- assets growth YoY
The Exchange Bank of Alabama Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
The Exchange Bank of Alabama Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,741,008 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Exchange Bank of Alabama 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. The Exchange Bank of Alabama Retirement Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Exchange Bank of Alabama Retirement Plan reported net income rose from -$565K in the plan year 2022 filing to $795K in the plan year 2023 filing.
- The Exchange Bank of Alabama Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Exchange Bank of Alabama Retirement Plan reported participants rose from 62 in the plan year 2022 filing to 67 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 630073830 · The Exchange Bank of Alabama PY 2023 · 401(k)
The Exchange Bank of Alabama Retirement Plan · $7M · 67 · 50th
- VS-ST $7M
- BOY 67
- SCH 50th
- EBSA 401(k)
- PART near Sa Holding Company, Inc. 401(k) Plan
- TYPE ind #3181
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 →
The Exchange Bank of Alabama Retirement Plan in the asset neighbourhood
The Exchange Bank of Alabama years around the 2023 move
Sponsor-wide plan assets over time
All The Exchange Bank of Alabama plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 8.479880143322108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $6M |
| 2023 | 1 | 67 | $7M |
| 2024 | 1 | 65 | $6M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $795K |
| Employer EIN | 630073830 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
The Exchange Bank of Alabama Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Sa Holding Company, Inc. 401(k) Plan in MS ($7M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Sa Holding Company, Inc. 401(k) Plan (MS) $7M · 260
- Kimono Intimates 401(k) Plan (CA) $7M · 159
- True Industries, Inc. Profit Sharing Plan (OH) $7M · 40
- The Dude Abides 401(k) Plan (TN) $7M · 194
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
- School Innovations & Achievement 401(k) Profit Sharing Plan (CA) 67 · 0 off
- Southern Wealth Management 401(k) Plan (TX) 67 · 0 off
- U.S. Sugar Co., LLC 401(k) Plan (NY) 67 · 0 off
- Oncocyte 401(k) Plan (CA) 67 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.