401(k) · DOL Form 5500 · 2023

Planters First Bank 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
78
Participants Small participant base
57th
Percentile by assets National rank
$120,394
Avg per participant Near avg balance/head
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Official DOL plan name: Planters First Bank 401(k) Profit Sharing Plan · Sponsored by Planters First Bank · Georgia · Finance & Insurance

$9M in assets, 78 participants

Planters First Bank's Planters First Bank 401(k) Profit Sharing Plan reported $9M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,718 in Finance & Insurance (8,869 peers)

Planters First Bank multi-year trail

Planters First Bank's plans moved +19.7% in assets from 2022 to 2024; this filing shows Planters First Bank 401(k) Profit Sharing Plan at $9M / 78 participants.

#3,718
in Finance & Insurance (8,869 peers)
+9.8%
assets growth YoY

Planters First Bank 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Planters First Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,390,745 Top 43% higher than 57% 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

Planters First Bank 401(k) Profit Sharing 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. Planters First Bank 401(k) Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planters First Bank 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $836K in the plan year 2023 filing.
  • Planters First Bank 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Planters First Bank 401(k) Profit Sharing Plan reported participants fell from 84 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581393913 · Planters First Bank PY 2023 · 401(k)

Planters First Bank 401(k) Profit Sharing Plan · $9M · 78 · 57th

  • PCT $9M
  • EIN 78
  • RANK 57th
  • PHOTO 401(k)
  • IND near Ochoco Lumber Company Retirement Plan
  • EOY ind #3718

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 Georgia →

Planters First Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Planters First Bank 401(k) Profit Sharing PlanPlanters First Bank 401(k) P…$9MOchoco Lumber Company Retirement PlanOchoco Lumber Company Retire…$9MBeltway International, LLC 401(k) PlanBeltway International, LLC 4…$9MRussell & Smith Ford, Inc. 401(k) PlanRussell & Smith Ford, Inc. 4…$9MRetirement Income Security Plan-Northwest Restaurants, IncRetirement Income Security P…$9M
End-of-year total assets ($M) among Planters First Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Planters First Bank multi-year asset trail

Sponsor-wide plan assets over time

All Planters First Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 19.749663626937433% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.55M $10.2M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 78 $9M
2024 1 74 $10M

Planters First Bank filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$836K
Employer EIN581393913
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Planters First Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Planters First Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.009390745 · Participants: 78Planters First Bank 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Planters First Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Planters First Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Planters First Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Ochoco Lumber Company Retirement Plan in OR ($9M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Planters First Bank 401(k) Profit Sharing Plan assets move in 2023? ▼
Planters First Bank 401(k) Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $9M to $9M. Reported net income was $836K.
How have Planters First Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planters First Bank's sponsor-wide assets grew 19.7%, from $9M to $10M.
Which 401(k) plans are similar in size to Planters First Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ochoco Lumber Company Retirement Plan in OR ($9M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Planters First Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 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 581393913.

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.