401(k) · DOL Form 5500 · 2023

Trustmark Services Company 401(k) Plan

Data updated 2026-08-25

$274M
Total assets Near avg plan size
891
Participants Near avg headcount
96th
Percentile by assets National rank
$307,594
Avg per participant High balance/head
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Official DOL plan name: Trustmark Services Company Investment and Savings Plan · Sponsored by Trustmark Services Company · Illinois · Finance & Insurance

$274M in assets, 891 participants

Trustmark Services Company's Trustmark Services Company Investment and Savings Plan reported $274M in total assets and 891 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,263 in Finance & Insurance (8,869 peers)

Where Trustmark Services Company Investment and Savings Plan sits by assets

Trustmark Services Company Investment and Savings Plan sits in the top 5% of all filed plans by assets, $274M for 891 participants (~$307,594/participant), up 17.1% in 2023.

#8,263
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Trustmark Services Company Investment and Savings Plan's outsized position by total assets

Trustmark Services Company Investment and Savings Plan vs every filed plan by assets

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

$274,066,448 Top 4% higher than 96% 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 Services Company Investment and Savings 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. Trustmark Services Company Investment and Savings Plan sits mid-pack in the medium band (891 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trustmark Services Company Investment and Savings Plan reported net income rose from -$60M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Trustmark Services Company Investment and Savings Plan end-of-year assets rose from $234M in the plan year 2022 filing to $274M in the plan year 2023 filing.
  • Trustmark Services Company Investment and Savings Plan reported participants fell from 900 in the plan year 2022 filing to 891 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270056662 · Trustmark Services Company PY 2023 · 401(k)

Trustmark Services Company Investment and Savings Plan · $274M · 891 · 96th

  • BOY $274M
  • SCH 891
  • EBSA 96th
  • PART 401(k)
  • TYPE near Dickinson Wright PLLC Retirement and 401(k) Savings
  • NET ind #8263

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 Illinois →

Trustmark Services Company Investment and Savings Plan in the asset neighbourhood

The Doctors Management Company 401(k) Savings PlanThe Doctors Management Compa…$274MThe Gemological Institute of America, Inc. 401(k) PlanThe Gemological Institute of…$274MTrustmark Services Company Investment and Savings PlanTrustmark Services Company I…$274MDickinson Wright PLLC Retirement and 401(k) SavingsDickinson Wright PLLC Retire…$274MCenterwell Home Health 401(k) Savings PlanCenterwell Home Health 401(k…$274M
End-of-year total assets ($M) among Trustmark Services Company Investment and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$274M
Net Income$40M
Employer EIN270056662
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustmark Services Company)

Sponsor-wide plan assets over time

All Trustmark Services Company plans reported in each filing year

Latest sponsor-wide plan assets
$307M 31.31225013561274% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $234M $307M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 900 $234M
2023 1 891 $274M
2024 1 835 $307M

Nearby 401(k) Plans in Illinois

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

Trustmark Services Company Investment and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Trustmark Services Company Investment and Savings Plan, Total assets ($B): 0.274066448 · Participants: 891Trustmark Services Company Investment and Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Trustmark Services Company Investment and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Trustmark Services Company Investment and Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Dickinson Wright PLLC Retirement and 401(k) Savings in MI ($274M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK (891 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (891 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 Services Company Investment and Savings Plan assets move in 2023? ▼
Trustmark Services Company Investment and Savings Plan grew sharply - up 17.1% during 2023, from $234M to $274M. Reported net income was $40M.
How have Trustmark Services Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustmark Services Company's sponsor-wide assets grew 31.3%, from $234M to $307M.
Where does Trustmark Services Company Investment and Savings Plan rank by assets among Form 5500 filers? ▼
Trustmark Services Company Investment and Savings Plan ranks in the 96th 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 Services Company Investment and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dickinson Wright PLLC Retirement and 401(k) Savings in MI ($274M, 830 participants).
Which 401(k) plans cover a similar participant headcount to Trustmark Services Company Investment and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK (891 participants, $106M 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 270056662.

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.