401(k) · DOL Form 5500 · 2023

United Southern Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
150
Participants Small participant base
70th
Percentile by assets National rank
$116,146
Avg per participant Below avg balance/head
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Official DOL plan name: United Southern Bank Employees' 401(k) Plan · Sponsored by United Southern Bank · Florida · Finance & Insurance

$17M in assets, 150 participants

United Southern Bank's United Southern Bank Employees' 401(k) Plan reported $17M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,957 in Finance & Insurance (8,869 peers)

Coverage in Florida

United Southern Bank Employees' 401(k) Plan covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#4,957
in Finance & Insurance (8,869 peers)
+5.6%
assets growth YoY

United Southern Bank Employees' 401(k) Plan's outsized position by total assets

United Southern Bank Employees' 401(k) Plan vs every filed plan by assets

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

$17,421,961 Top 30% higher than 70% 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

United Southern Bank Employees' 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. United Southern Bank Employees' 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Southern Bank Employees' 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $923K in the plan year 2023 filing.
  • United Southern Bank Employees' 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 590489540 · United Southern Bank PY 2023 · 401(k)

United Southern Bank Employees' 401(k) Plan · $17M · 150 · 70th

  • BOOK $17M
  • VS-ST 150
  • BOY 70th
  • SCH 401(k)
  • EBSA near Community Health Centers of Burlington Retirement Plan
  • PART ind #4957

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 Florida →

United Southern Bank Employees' 401(k) Plan in the asset neighbourhood

United Southern Bank Employees' 401(k) PlanUnited Southern Bank Employe…$17MCommunity Health Centers of Burlington Retirement PlanCommunity Health Centers of …$17MGregory Electric Company, Inc. Employee Savings and Profit Sharing PlanGregory Electric Company, In…$17MGreywolf Capital Management LP Incentive Savings TrustGreywolf Capital Management …$17MOcd Tech, LLC$17M
End-of-year total assets ($M) among United Southern Bank Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$923K
Employer EIN590489540
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Southern Bank)

Sponsor-wide plan assets over time

All United Southern Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.483816913992143% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $21.2M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 150 $16M
2023 1 150 $17M
2024 1 154 $21M

Nearby 401(k) Plans in Florida

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

United Southern Bank Employees' 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants United Southern Bank Employees' 401(k) Plan, Total assets ($B): 0.017421961 · Participants: 150United Southern Bank Employees' 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
United Southern Bank Employees' 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare United Southern Bank Employees' 401(k) Plan side-by-side with 3 peers →

United Southern Bank Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Community Health Centers of Burlington Retirement Plan in VT ($17M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 United Southern Bank Employees' 401(k) Plan assets move in 2023? ▼
United Southern Bank Employees' 401(k) Plan grew at a solid clip - up 5.6% during 2023, from $16M to $17M. Reported net income was $923K.
How have United Southern Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Southern Bank's sponsor-wide assets grew 28.5%, from $16M to $21M.
Which 401(k) plans are similar in size to United Southern Bank Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Health Centers of Burlington Retirement Plan in VT ($17M, 362 participants).
Which 401(k) plans cover a similar participant headcount to United Southern Bank Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 590489540.

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.