401(k) · DOL Form 5500 · 2023

Renasant Bank 401(k) Plan

Data updated 2026-08-25

$296M
Total assets Near avg plan size
2,405
Participants Above avg headcount
96th
Percentile by assets National rank
$122,928
Avg per participant Near avg balance/head
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Official DOL plan name: Renasant Bank 401(k) Plan · Sponsored by Renasant Bank · Mississippi · Finance & Insurance

$296M in assets, 2,405 participants

Renasant Bank's Renasant Bank 401(k) Plan reported $296M in total assets and 2,405 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,293 in Finance & Insurance (8,869 peers)

Coverage in Mississippi

Renasant Bank 401(k) Plan covers 2,405 participants in Mississippi, 6.6x the typical Mississippi plan (state average ~366 per filing). Assets: $296M.

#8,293
in Finance & Insurance (8,869 peers)
+13.4%
assets growth YoY
3.0×
vs typical plan assets (national mean)

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

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

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

$295,641,695 Top 4% higher than 96% 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

Renasant Bank 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Renasant Bank 401(k) Plan lands in the large band (2,405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Renasant Bank 401(k) Plan reported net income rose from -$53M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Renasant Bank 401(k) Plan end-of-year assets rose from $261M in the plan year 2022 filing to $296M in the plan year 2023 filing.
  • Renasant Bank 401(k) Plan reported participants fell from 2,473 in the plan year 2022 filing to 2,405 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640220550 · Renasant Bank PY 2023 · 401(k)

Renasant Bank 401(k) Plan · $296M · 2,405 · 96th

  • BOOK $296M
  • VS-ST 2,405
  • BOY 96th
  • SCH 401(k)
  • EBSA near Broadstreet 401(k) Plan
  • PART ind #8293

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 Mississippi →

Renasant Bank 401(k) Plan in the asset neighbourhood

Billerud Americas Corporation Retirement Savings Plan for Bargained EmployeesBillerud Americas Corporatio…$296MPike 401(k) Plan$296MBroadstreet 401(k) Plan$296MRenasant Bank 401(k) Plan$296MFives Retirement Savings Plan$295M
End-of-year total assets ($M) among Renasant Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$261M
Net Assets (End of Year)$296M
Net Income$33M
Employer EIN640220550
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Renasant Bank)

Sponsor-wide plan assets over time

All Renasant Bank plans reported in each filing year

Latest sponsor-wide plan assets
$339M 20.57141418106837% vs 2022
2024 filing year
$260M$280M$300M$320M$340M$360M 202220232024 $281M $339M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 2,556 $281M
2023 2 2,481 $316M
2024 2 2,492 $339M

Nearby 401(k) Plans in Mississippi

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

Renasant Bank 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 2000300040005000600070008000 2004006008001000 Total assets ($M) Participants Renasant Bank 401(k) Plan, Total assets ($M): 295.641695 · Participants: 2405Renasant Bank 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Renasant Bank 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Renasant Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Broadstreet 401(k) Plan in OH ($296M); by covered participants it is Otsuka America 401(k) Savings Plan in NJ (2,405 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($296M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,405 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 Renasant Bank 401(k) Plan assets move in 2023? ▼
Renasant Bank 401(k) Plan grew at a solid clip - up 13.4% during 2023, from $261M to $296M. Reported net income was $33M.
How have Renasant Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Renasant Bank's sponsor-wide assets grew 20.6%, from $281M to $339M.
Where does Renasant Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Renasant Bank 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Renasant Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Broadstreet 401(k) Plan in OH ($296M, 2,433 participants).
Which 401(k) plans cover a similar participant headcount to Renasant Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otsuka America 401(k) Savings Plan in NJ (2,405 participants, $939M 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 640220550.

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.