401(k) · DOL Form 5500 · 2023

Jackson County Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
169
Participants Small participant base
62nd
Percentile by assets National rank
$68,020
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jackson County Bank Deferred Savings Plan · Sponsored by Jackson County Bank · Indiana · Finance & Insurance

$11M in assets, 169 participants

Jackson County Bank's Jackson County Bank Deferred Savings Plan reported $11M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,113 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Jackson County Bank Deferred Savings Plan covers 169 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $11M.

#4,113
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY

Jackson County Bank Deferred Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Jackson County Bank Deferred Savings Plan vs every filed plan by assets

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

$11,495,297 Top 38% higher than 62% 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

Jackson County Bank Deferred 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. Jackson County Bank Deferred Savings Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson County Bank Deferred Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jackson County Bank Deferred Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Jackson County Bank Deferred Savings Plan reported participants rose from 149 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350418300 · Jackson County Bank PY 2023 · 401(k)

Jackson County Bank Deferred Savings Plan · $11M · 169 · 62nd

  • EIN $11M
  • EIN 169
  • EIN 62nd
  • EIN 401(k)
  • EIN near Isti Plant Services 401(k) Retirement Plan
  • EIN ind #4113

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 Indiana →

Jackson County Bank Deferred Savings Plan in the asset neighbourhood

Jackson County Bank Deferred Savings PlanJackson County Bank Deferred…$11MIsti Plant Services 401(k) Retirement PlanIsti Plant Services 401(k) R…$11MTrevdan, Inc 401(k) Plan$11MRiverside Resort and Casino 401(k) PlanRiverside Resort and Casino …$11MWestern Products, Inc. 401(k) PlanWestern Products, Inc. 401(k…$11M
End-of-year total assets ($M) among Jackson County Bank Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN350418300
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson County Bank)

Sponsor-wide plan assets over time

All Jackson County Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.28187525993981% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.79M $13.4M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 149 $10M
2023 1 169 $11M
2024 1 177 $13M

Nearby 401(k) Plans in Indiana

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

Jackson County Bank Deferred Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jackson County Bank Deferred Savings Plan, Total assets ($B): 0.011495297 · Participants: 169Jackson County Bank Deferred Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Jackson County Bank Deferred Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Jackson County Bank Deferred Savings Plan side-by-side with 3 peers →

Jackson County Bank Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Isti Plant Services 401(k) Retirement Plan in OK ($11M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Jackson County Bank Deferred Savings Plan assets move in 2023? ▼
Jackson County Bank Deferred Savings Plan grew sharply - up 17.4% during 2023, from $10M to $11M. Reported net income was $2M.
How have Jackson County Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson County Bank's sponsor-wide assets grew 37.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Jackson County Bank Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isti Plant Services 401(k) Retirement Plan in OK ($11M, 786 participants).
Which 401(k) plans cover a similar participant headcount to Jackson County Bank Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 350418300.

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.