401(k) · DOL Form 5500 · 2023

Bank of the Lowcountry 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
50
Participants Small participant base
34th
Percentile by assets National rank
$53,588
Avg per participant Low balance/head
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Official DOL plan name: Bank of the Lowcountry Retirement Plan · Sponsored by Bank of the Lowcountry · South Carolina · Finance & Insurance

$3M in assets, 50 participants

Bank of the Lowcountry's Bank of the Lowcountry Retirement Plan reported $3M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,097 in Finance & Insurance (8,869 peers)

Bank of the Lowcountry multi-year trail

Bank of the Lowcountry's plans moved +51.9% in assets from 2022 to 2024; this filing shows Bank of the Lowcountry Retirement Plan at $3M / 50 participants.

#2,097
in Finance & Insurance (8,869 peers)
+29.1%
assets growth YoY

Bank of the Lowcountry Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Bank of the Lowcountry Retirement Plan vs every filed plan by assets

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

$2,679,406 34th percentile higher than 34% 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

Bank of the Lowcountry Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of the Lowcountry Retirement Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of the Lowcountry Retirement Plan reported net income rose from -$379K in the plan year 2022 filing to $604K in the plan year 2023 filing.
  • Bank of the Lowcountry Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bank of the Lowcountry Retirement Plan reported participants rose from 44 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570883963 · Bank of the Lowcountry PY 2023 · 401(k)

Bank of the Lowcountry Retirement Plan · $3M · 50 · 34th

  • SCH $3M
  • SCH 50
  • SCH 34th
  • SCH 401(k)
  • SCH near Grand Prairie Foods 401(k) Plan
  • SCH ind #2097

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 South Carolina →

Bank of the Lowcountry Retirement Plan in the asset neighbourhood

Bank of the Lowcountry Retirement PlanBank of the Lowcountry Retir…$3MGrand Prairie Foods 401(k) PlanGrand Prairie Foods 401(k) P…$3MBeach Cities Orthopedic 401(k) Profit Sharing PlanBeach Cities Orthopedic 401(…$3MShaker Lane Holding, Inc. 401(k) Profit Sharing PlanShaker Lane Holding, Inc. 40…$3MMaddock Industries, Inc. 401(k)/Profit Sharing PlanMaddock Industries, Inc. 401…$3M
End-of-year total assets ($M) among Bank of the Lowcountry Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bank of the Lowcountry multi-year asset trail

Sponsor-wide plan assets over time

All Bank of the Lowcountry plans reported in each filing year

Latest sponsor-wide plan assets
$3M 51.85024592379326% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.08M $3.15M ▲ +51.4%
Year Plans Participants Total Assets
2022 1 44 $2M
2023 1 50 $3M
2024 1 56 $3M

Bank of the Lowcountry filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$604K
Employer EIN570883963
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Bank of the Lowcountry Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Bank of the Lowcountry Retirement Plan, Total assets ($B): 0.002679406 · Participants: 50Bank of the Lowcountry Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Bank of the Lowcountry Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Bank of the Lowcountry Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Grand Prairie Foods 401(k) Plan in SD ($3M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Bank of the Lowcountry Retirement Plan assets move in 2023?
Bank of the Lowcountry Retirement Plan grew sharply - up 29.1% during 2023, from $2M to $3M. Reported net income was $604K.
How have Bank of the Lowcountry plan assets changed over time?
Across 3 plan years on file (2022-2024), Bank of the Lowcountry's sponsor-wide assets grew 51.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Bank of the Lowcountry Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Grand Prairie Foods 401(k) Plan in SD ($3M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Bank of the Lowcountry Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M in assets).