401(k) · DOL Form 5500 · 2023

Pinnacle Bank 401(k) Plan

Data updated 2026-08-25

$463M
Total assets Above avg plan size
3,290
Participants Above avg headcount
97th
Percentile by assets National rank
$140,670
Avg per participant Near avg balance/head
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Official DOL plan name: Pinnacle Financial Partners, Inc. 401(k) Plan · Sponsored by Pinnacle Bank · Tennessee · Finance & Insurance

$463M in assets, 3,290 participants

Pinnacle Bank's Pinnacle Financial Partners, Inc. 401(k) Plan reported $463M in total assets and 3,290 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,449 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Pinnacle Financial Partners, Inc. 401(k) Plan covers 3,290 participants in Tennessee, 2.9x the typical Tennessee plan (state average ~1,126 per filing). Assets: $463M.

#8,449
in Finance & Insurance (8,869 peers)
+28.7%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Pinnacle Financial Partners, Inc. 401(k) Plan's outsized position by total assets

Pinnacle Financial Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$462,803,627 Top 3% higher than 97% 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 Financial Partners, Inc. 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. Pinnacle Financial Partners, Inc. 401(k) Plan lands in the large band (3,290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinnacle Financial Partners, Inc. 401(k) Plan reported net income rose from -$59M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • Pinnacle Financial Partners, Inc. 401(k) Plan end-of-year assets rose from $360M in the plan year 2022 filing to $463M in the plan year 2023 filing.
  • Pinnacle Financial Partners, Inc. 401(k) Plan reported participants rose from 2,989 in the plan year 2022 filing to 3,290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621829917 · Pinnacle Bank PY 2023 · 401(k)

Pinnacle Financial Partners, Inc. 401(k) Plan · $463M · 3,290 · 97th

  • NET $463M
  • BOOK 3,290
  • VS-ST 97th
  • BOY 401(k)
  • SCH near Day & Zimmermann Retirement Plan
  • EBSA ind #8449

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 Tennessee →

Pinnacle Financial Partners, Inc. 401(k) Plan in the asset neighbourhood

Kutak Rock LLP 401(k) Profit Sharing PlanKutak Rock LLP 401(k) Profit…$463MPinnacle Financial Partners, Inc. 401(k) PlanPinnacle Financial Partners,…$463MDay & Zimmermann Retirement PlanDay & Zimmermann Retirement …$463MNorthwestern Energy 401(k) Retirement Savings PlanNorthwestern Energy 401(k) R…$463MVedder Price P.C. Profit Sharing and Retirement PlanVedder Price P.C. Profit Sha…$462M
End-of-year total assets ($M) among Pinnacle Financial Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$360M
Net Assets (End of Year)$463M
Net Income$100M
Employer EIN621829917
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Bank)

Sponsor-wide plan assets over time

All Pinnacle Bank plans reported in each filing year

Latest sponsor-wide plan assets
$565M 56.98110635112401% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $360M $565M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 2,989 $360M
2023 1 3,290 $463M
2024 1 3,407 $565M

Nearby 401(k) Plans in Tennessee

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

Pinnacle Financial Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Pinnacle Financial Partners, Inc. 401(k) Plan, Total assets ($B): 0.462803627 · Participants: 3290Pinnacle Financial Partners, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Pinnacle Financial Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Pinnacle Financial Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Pinnacle Financial Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Day & Zimmermann Retirement Plan in PA ($463M); by covered participants it is Nvent Management Company Retirement Savings and Investment Plan in MN (3,291 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($463M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,290 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 Financial Partners, Inc. 401(k) Plan assets move in 2023? ▼
Pinnacle Financial Partners, Inc. 401(k) Plan grew sharply - up 28.7% during 2023, from $360M to $463M. Reported net income was $100M.
How have Pinnacle Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Bank's sponsor-wide assets grew 57.0%, from $360M to $565M.
Where does Pinnacle Financial Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pinnacle Financial Partners, Inc. 401(k) Plan ranks in the 97th 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 Pinnacle Financial Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Day & Zimmermann Retirement Plan in PA ($463M, 4,634 participants).
Which 401(k) plans cover a similar participant headcount to Pinnacle Financial Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nvent Management Company Retirement Savings and Investment Plan in MN (3,291 participants, $575M 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 621829917.

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.