401(k) · DOL Form 5500 · 2023
Trustmark Services Company 401(k) Plan
Data updated 2026-08-11
- $274M
- Total assets
- 891
- Participants
- 96th
- Percentile by assets
- $307,594
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $274M
- total plan assets (2023 EOY)
- 891
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $307,594
- avg assets per participant
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.
Trustmark Services Company Investment and Savings Plan vs the 2023 asset distribution
By assets, Trustmark Services Company Investment and Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $234M |
|---|---|
| Net Assets (End of Year) | $274M |
| Net Income | $40M |
| Employer EIN | 270056662 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustmark Services Company)
| 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
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trustmark Services Company Investment and Savings Plan by total assets, not by location.
- Dickinson Wright PLLC Retirement and 401(k) Savings (MI) $274M · 830
- The Gemological Institute of America, Inc. 401(k) Plan (CA) $274M · 1,267
- The Doctors Management Company 401(k) Savings Plan (CA) $274M · 821
- Centerwell Home Health 401(k) Savings Plan (KY) $274M · 12,729
Frequently Asked Questions
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Ways to act on Trustmark Services Company Investment and Savings Plan's numbers.
- By total assets, Trustmark Services Company Investment and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Trustmark Services Company's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Finance & Insurance plans