401(k) · DOL Form 5500 · 2023

River Bank and Trust 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
299
Participants Below avg headcount
74th
Percentile by assets National rank
$70,657
Avg per participant Below avg balance/head
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Official DOL plan name: River Bank and Trust 401(k) Employee Stock Ownership Plan · Sponsored by River Bank and Trust · Alabama · Finance & Insurance

$21M in assets, 299 participants

River Bank and Trust's River Bank and Trust 401(k) Employee Stock Ownership Plan reported $21M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,369 in Finance & Insurance (8,869 peers)

River Bank and Trust multi-year trail

River Bank and Trust's plans moved +40.9% in assets from 2022 to 2024; this filing shows River Bank and Trust 401(k) Employee Stock Ownership Plan at $21M / 299 participants.

#5,369
in Finance & Insurance (8,869 peers)
+21.7%
assets growth YoY

River Bank and Trust 401(k) Employee Stock Ownership Plan's outsized position by total assets

River Bank and Trust 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$21,126,383 Top 26% higher than 74% 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

River Bank and Trust 401(k) Employee Stock Ownership 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. River Bank and Trust 401(k) Employee Stock Ownership Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • River Bank and Trust 401(k) Employee Stock Ownership Plan reported net income rose from $192K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • River Bank and Trust 401(k) Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • River Bank and Trust 401(k) Employee Stock Ownership Plan reported participants rose from 254 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204303726 · River Bank and Trust PY 2023 · 401(k)

River Bank and Trust 401(k) Employee Stock Ownership Plan · $21M · 299 · 74th

  • BOY $21M
  • SCH 299
  • EBSA 74th
  • PART 401(k)
  • TYPE near Invo Holdings 401(k) Plan
  • NET ind #5369

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 Alabama →

River Bank and Trust 401(k) Employee Stock Ownership Plan in the asset neighbourhood

River Bank and Trust 401(k) Employee Stock Ownership PlanRiver Bank and Trust 401(k) …$21MInvo Holdings 401(k) Plan$21MHarmac Medical Products, Inc. Retirement Savings PlanHarmac Medical Products, Inc…$21MKoury Corporation 401(k) / Profit Sharing Retirement PlanKoury Corporation 401(k) / P…$21MHealth Information Associates, Inc. 401(k) PlanHealth Information Associate…$21M
End-of-year total assets ($M) among River Bank and Trust 401(k) Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

River Bank and Trust multi-year asset trail

Sponsor-wide plan assets over time

All River Bank and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$24M 40.89861042297987% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $24.5M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 254 $17M
2023 1 299 $21M
2024 1 334 $24M

River Bank and Trust filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN204303726
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

River Bank and Trust 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants River Bank and Trust 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.021126383 · Participants: 299River Bank and Trust 401(k) Employee Stock Ownership PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
River Bank and Trust 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare River Bank and Trust 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

River Bank and Trust 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Invo Holdings 401(k) Plan in FL ($21M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 River Bank and Trust 401(k) Employee Stock Ownership Plan assets move in 2023? ▼
River Bank and Trust 401(k) Employee Stock Ownership Plan grew sharply - up 21.7% during 2023, from $17M to $21M. Reported net income was $4M.
How have River Bank and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), River Bank and Trust's sponsor-wide assets grew 40.9%, from $17M to $24M.
Which 401(k) plans are similar in size to River Bank and Trust 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invo Holdings 401(k) Plan in FL ($21M, 2,388 participants).
Which 401(k) plans cover a similar participant headcount to River Bank and Trust 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 204303726.

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.