401(k) · DOL Form 5500 · 2023

Trustmark Corporation 401(k) Plan

Data updated 2026-08-25

$385M
Total assets Above avg plan size
2,772
Participants Above avg headcount
97th
Percentile by assets National rank
$138,884
Avg per participant Near avg balance/head
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Official DOL plan name: Trustmark 401(k) Plan · Sponsored by Trustmark Corporation · Mississippi · Finance & Insurance

$385M in assets, 2,772 participants

Trustmark Corporation's Trustmark 401(k) Plan reported $385M in total assets and 2,772 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.

  • #8,389 in Finance & Insurance (8,869 peers)

Coverage in Mississippi

Trustmark 401(k) Plan covers 2,772 participants in Mississippi, 7.6x the typical Mississippi plan (state average ~366 per filing). Assets: $385M.

#8,389
in Finance & Insurance (8,869 peers)
+11.6%
assets growth YoY
3.9×
vs typical plan assets (national mean)

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

Trustmark 401(k) Plan vs every filed plan by assets

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

$384,986,298 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

Trustmark 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. Trustmark 401(k) Plan lands in the large band (2,772 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trustmark 401(k) Plan reported net income rose from -$74M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Trustmark 401(k) Plan end-of-year assets rose from $345M in the plan year 2022 filing to $385M in the plan year 2023 filing.
  • Trustmark 401(k) Plan reported participants rose from 2,730 in the plan year 2022 filing to 2,772 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640471500 · Trustmark Corporation PY 2023 · 401(k)

Trustmark 401(k) Plan · $385M · 2,772 · 97th

  • VS-ST $385M
  • BOY 2,772
  • SCH 97th
  • EBSA 401(k)
  • PART near Vorys, Sater, Seymour and Pease LLP Retirement Plan
  • TYPE ind #8389

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 →

Trustmark 401(k) Plan in the asset neighbourhood

Encore Group (USA) LLC Retirement Savings PlanEncore Group (USA) LLC Retir…$385MCalifornia Iso Retirement Savings Benefits PlanCalifornia Iso Retirement Sa…$385MVorys, Sater, Seymour and Pease LLP Retirement PlanVorys, Sater, Seymour and Pe…$385MTrustmark 401(k) Plan$385MArdagh North America 401(k) PlanArdagh North America 401(k) …$385M
End-of-year total assets ($M) among Trustmark 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$345M
Net Assets (End of Year)$385M
Net Income$40M
Employer EIN640471500
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustmark Corporation)

Sponsor-wide plan assets over time

All Trustmark Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$398M 15.314772235781177% vs 2022
2024 filing year
$320M$340M$360M$380M$400M$420M 202220232024 $345M $398M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 2,730 $345M
2023 1 2,772 $385M
2024 1 2,796 $398M

Nearby 401(k) Plans in Mississippi

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

Trustmark 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 2000300040005000600070008000 300400500600700800900 Total assets ($M) Participants Trustmark 401(k) Plan, Total assets ($M): 384.986298 · Participants: 2772Trustmark 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
Trustmark 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Trustmark 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Vorys, Sater, Seymour and Pease LLP Retirement Plan in OH ($385M); by covered participants it is Hasbro, Inc. Retirement Savings Plan in RI (2,772 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($385M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,772 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 Trustmark 401(k) Plan assets move in 2023? ▼
Trustmark 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $345M to $385M. Reported net income was $40M.
How have Trustmark Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustmark Corporation's sponsor-wide assets grew 15.3%, from $345M to $398M.
Where does Trustmark 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustmark 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 Trustmark 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vorys, Sater, Seymour and Pease LLP Retirement Plan in OH ($385M, 720 participants).
Which 401(k) plans cover a similar participant headcount to Trustmark 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hasbro, Inc. Retirement Savings Plan in RI (2,772 participants, $935M 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 640471500.

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.