401(k) · DOL Form 5500 · 2023

Pinnacle Financial Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
340
Participants Below avg headcount
76th
Percentile by assets National rank
$73,644
Avg per participant Below avg balance/head
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Official DOL plan name: Pinnacle Financial Corporation 401(k) Profit Sharing Plan · Sponsored by Pinnacle Financial Corporation · Georgia · Finance & Insurance

$25M in assets, 340 participants

Pinnacle Financial Corporation's Pinnacle Financial Corporation 401(k) Profit Sharing Plan reported $25M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,697 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Pinnacle Financial Corporation 401(k) Profit Sharing Plan covers 340 participants in Georgia, about 31% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#5,697
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pinnacle Financial Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Pinnacle Financial Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,038,993 Top 24% higher than 76% 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

Pinnacle Financial Corporation 401(k) Profit Sharing 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. Pinnacle Financial Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinnacle Financial Corporation 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pinnacle Financial Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Pinnacle Financial Corporation 401(k) Profit Sharing Plan reported participants rose from 317 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581538862 · Pinnacle Financial Corporation PY 2023 · 401(k)

Pinnacle Financial Corporation 401(k) Profit Sharing Plan · $25M · 340 · 76th

  • TYPE $25M
  • NET 340
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near Gravel & Shea PC Profit Sharing Plan
  • SCH ind #5697

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 Georgia →

Pinnacle Financial Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Pinnacle Financial Corporation 401(k) Profit Sharing PlanPinnacle Financial Corporati…$25MGravel & Shea PC Profit Sharing PlanGravel & Shea PC Profit Shar…$25MOrbis 401(k) Retirement Plan$25MTruckworx Employee Retirement Savings PlanTruckworx Employee Retiremen…$25MKyruus, Inc. Employee Retirement Savings PlanKyruus, Inc. Employee Retire…$25M
End-of-year total assets ($M) among Pinnacle Financial Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN581538862
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Financial Corporation)

Sponsor-wide plan assets over time

All Pinnacle Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$29M 42.31367114166604% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.7M $29.5M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 317 $21M
2023 1 340 $25M
2024 1 351 $29M

Nearby 401(k) Plans in Georgia

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

Pinnacle Financial Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Pinnacle Financial Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.025038993 · Participants: 340Pinnacle Financial Corporation 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Pinnacle Financial Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pinnacle Financial Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pinnacle Financial Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Gravel & Shea PC Profit Sharing Plan in VT ($25M); by covered participants it is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Pinnacle Financial Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Pinnacle Financial Corporation 401(k) Profit Sharing Plan grew sharply - up 20.8% during 2023, from $21M to $25M. Reported net income was $4M.
How have Pinnacle Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Financial Corporation's sponsor-wide assets grew 42.3%, from $21M to $29M.
Where does Pinnacle Financial Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pinnacle Financial Corporation 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pinnacle Financial Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gravel & Shea PC Profit Sharing Plan in VT ($25M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Pinnacle Financial Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants, $32M 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 581538862.

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.