401(k) · DOL Form 5500 · 2023

Bank of Travelers Rest 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
170
Participants Small participant base
80th
Percentile by assets National rank
$180,596
Avg per participant Above avg balance/head
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Official DOL plan name: Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) · Sponsored by Bank of Travelers Rest · South Carolina · Finance & Insurance

$31M in assets, 170 participants

Bank of Travelers Rest's Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) reported $31M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,092 in Finance & Insurance (8,869 peers)

Coverage in South Carolina

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) covers 170 participants in South Carolina, about 46% of the average South Carolina filer (state average ~369 per filing). Assets: $31M.

#6,092
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)'s outsized position by total assets

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) vs every filed plan by assets

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

$30,701,310 Top 20% higher than 80% 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

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) 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. Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) reported participants rose from 113 in the plan year 2022 filing to 170 in the plan year 2023 filing.
  • Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 570282578 · Bank of Travelers Rest PY 2023 · 401(k)

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) · $31M · 170 · 80th

  • EIN $31M
  • RANK 170
  • PHOTO 80th
  • IND 401(k)
  • EOY near Evans Hotels 401(k) Employee Retirement Plan
  • 5500 ind #6092

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 South Carolina →

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) in the asset neighbourhood

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)Bank of Travelers Rest Emplo…$31MEvans Hotels 401(k) Employee Retirement PlanEvans Hotels 401(k) Employee…$31MGold Gerstein Group, LLC 401(k) Profit Sharing PlanGold Gerstein Group, LLC 401…$31MCustom Glass Solutions Retirement Savings PlanCustom Glass Solutions Retir…$31MAll Points Logistics 401(k) PlanAll Points Logistics 401(k) …$31M
End-of-year total assets ($M) among Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN570282578
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Travelers Rest)

Sponsor-wide plan assets over time

All Bank of Travelers Rest plans reported in each filing year

Latest sponsor-wide plan assets
$36M 30.038273167626162% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $35.6M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 113 $27M
2023 1 170 $31M
2024 1 154 $36M

Nearby 401(k) Plans in South Carolina

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

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions), Total assets ($B): 0.03070131 · Participants: 170Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)Michelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) side-by-side with 3 peers →

Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)'s out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Evans Hotels 401(k) Employee Retirement Plan in CA ($31M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) assets move in 2023? ▼
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) grew at a solid clip - up 12.3% during 2023, from $27M to $31M. Reported net income was $3M.
How have Bank of Travelers Rest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Travelers Rest's sponsor-wide assets grew 30.0%, from $27M to $36M.
Where does Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) rank by assets among Form 5500 filers? ▼
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)? ▼
Among 401(k) plans in other states, the closest by assets is Evans Hotels 401(k) Employee Retirement Plan in CA ($31M, 1,066 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 570282578.

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.