401(k) · DOL Form 5500 · 2023

The Citizens National Bank of Meridian 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
322
Participants Below avg headcount
81st
Percentile by assets National rank
$104,934
Avg per participant Below avg balance/head
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Official DOL plan name: The Citizens National Bank of Meridian 401(k) Profit Sharing Plan · Sponsored by The Citizens National Bank of Meridian · Mississippi · Finance & Insurance

$34M in assets, 322 participants

The Citizens National Bank of Meridian's The Citizens National Bank of Meridian 401(k) Profit Sharing Plan reported $34M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,268 in Finance & Insurance (8,869 peers)

Where The Citizens National Bank of Meridian 401(k) Profit Sharing Plan sits by assets

The Citizens National Bank of Meridian 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 322 participants (~$104,934/participant), up 15.7% in 2023.

#6,268
in Finance & Insurance (8,869 peers)
+15.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Citizens National Bank of Meridian 401(k) Profit Sharing Plan's outsized position by total assets

The Citizens National Bank of Meridian 401(k) Profit Sharing Plan vs every filed plan by assets

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

$33,788,693 Top 19% higher than 81% 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

The Citizens National Bank of Meridian 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. The Citizens National Bank of Meridian 401(k) Profit Sharing Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Citizens National Bank of Meridian 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Citizens National Bank of Meridian 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Citizens National Bank of Meridian 401(k) Profit Sharing Plan reported participants rose from 299 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640134521 · The Citizens National Bank of Meridian PY 2023 · 401(k)

The Citizens National Bank of Meridian 401(k) Profit Sharing Plan · $34M · 322 · 81st

  • EBSA $34M
  • EBSA 322
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Odfmc, Inc. 401(k) Plan
  • EBSA ind #6268

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 Mississippi →

The Citizens National Bank of Meridian 401(k) Profit Sharing Plan in the asset neighbourhood

The Citizens National Bank of Meridian 401(k) Profit Sharing PlanThe Citizens National Bank o…$34MOdfmc, Inc. 401(k) Plan$34MThe Related Group 401(k) Savings PlanThe Related Group 401(k) Sav…$34MIntermountain Farmers Association Salary Investment Plan and TrustIntermountain Farmers Associ…$34MEvi Industries, Inc. 401(k) PlanEvi Industries, Inc. 401(k) …$34M
End-of-year total assets ($M) among The Citizens National Bank of Meridian 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN640134521
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Citizens National Bank of Meridian)

Sponsor-wide plan assets over time

All The Citizens National Bank of Meridian plans reported in each filing year

Latest sponsor-wide plan assets
$39M 32.55036522113625% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.2M $38.7M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 299 $29M
2023 1 322 $34M
2024 1 316 $39M

Nearby 401(k) Plans in Mississippi

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

The Citizens National Bank of Meridian 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants The Citizens National Bank of Meridian 401(k) Profit Sharing Plan, Total assets ($M): 33.788693 · Participants: 322The Citizens National Bank of Meridian 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
The Citizens National Bank of Meridian 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare The Citizens National Bank of Meridian 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Citizens National Bank of Meridian 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Odfmc, Inc. 401(k) Plan in NY ($34M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 The Citizens National Bank of Meridian 401(k) Profit Sharing Plan assets move in 2023? ▼
The Citizens National Bank of Meridian 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $29M to $34M. Reported net income was $5M.
How have The Citizens National Bank of Meridian plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Citizens National Bank of Meridian's sponsor-wide assets grew 32.6%, from $29M to $39M.
Where does The Citizens National Bank of Meridian 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Citizens National Bank of Meridian 401(k) Profit Sharing Plan ranks in the 81st 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 The Citizens National Bank of Meridian 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Odfmc, Inc. 401(k) Plan in NY ($34M, 380 participants).
Which 401(k) plans cover a similar participant headcount to The Citizens National Bank of Meridian 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 640134521.

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.