401(k) · DOL Form 5500 · 2023
Security Bank & Trust Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $75,742
- Avg per participant Below avg balance/head
Official DOL plan name: Security Bank & Trust Company 401(k) Plan · Sponsored by Security Bank & Trust Company · Tennessee · Finance & Insurance
$9M in assets, 119 participants
Security Bank & Trust Company's Security Bank & Trust Company 401(k) Plan reported $9M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #3,649 in Finance & Insurance (8,869 peers)
Coverage in Tennessee
Security Bank & Trust Company 401(k) Plan covers 119 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.
- #3,649
- in Finance & Insurance (8,869 peers)
- +19.0%
- assets growth YoY
Security Bank & Trust Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Security Bank & Trust Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,013,310 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Security Bank & Trust Company 401(k) Plan 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. Security Bank & Trust Company 401(k) Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Security Bank & Trust Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Security Bank & Trust Company 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Security Bank & Trust Company 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 119 in the plan year 2023 filing.
DOL schedule card
Filing strip 620170940 · Security Bank & Trust Company PY 2023 · 401(k)
Security Bank & Trust Company 401(k) Plan · $9M · 119 · 56th
- EIN $9M
- RANK 119
- PHOTO 56th
- IND 401(k)
- EOY near Hulett Environmental Services, Inc. 401(k) Profit Sharing Plan
- 5500 ind #3649
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 →
Security Bank & Trust Company 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 620170940 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Security Bank & Trust Company)
Sponsor-wide plan assets over time
All Security Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 21.652949293547472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $8M |
| 2023 | 1 | 119 | $9M |
| 2024 | 1 | 175 | $9M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Security Bank & Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Hulett Environmental Services, Inc. 401(k) Profit Sharing Plan in FL ($9M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 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.