401(k) · DOL Form 5500 · 2023

Sutton Bank 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
158
Participants
90th
Percentile by assets
$523,126
Avg per participant
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Official DOL plan name: Sutton Bank Employee Stock Ownership & 401(k) Plan · Sponsored by Sutton Bank · Ohio · Finance & Insurance

$83M in assets, 158 participants

Sutton Bank's Sutton Bank Employee Stock Ownership & 401(k) Plan reported $83M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #7,494 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Sutton Bank Employee Stock Ownership & 401(k) Plan covers 158 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $83M.

$83M
total plan assets (2023 EOY)
158
covered participants
90th
percentile by assets (of 127,072 plans)
$523,126
avg assets per participant

Where Sutton Bank Employee Stock Ownership & 401(k) Plan sits by total assets

Sutton Bank Employee Stock Ownership & 401(k) Plan vs every filed plan by assets

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

$82,653,969 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sutton Bank Employee Stock Ownership & 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Sutton Bank Employee Stock Ownership & 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Sutton Bank Employee Stock Ownership & 401(k) Plan reported participants rose from 124 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Sutton Bank Employee Stock Ownership & 401(k) Plan reports 158 participants - about 21% of that state average ($83M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$83M
Net Income$19M
Employer EIN344369660
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutton Bank)

$60M$70M$80M$90M$100M 202220232024 $63.6M $89.7M ▲ +41.1%
Total plan assets by year, all Sutton Bank plans on file
Year Plans Participants Total Assets
2022 1 124 $64M
2023 1 158 $83M
2024 1 178 $90M

Nearby 401(k) Plans in Ohio

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

Sutton Bank Employee Stock Ownership & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sutton Bank Employee…, Total assets ($B): 0.082653969 · Participants: 158Sutton Bank Employee…GE Retirement Saving…, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Saving…The Sherwin-Williams…, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings P…
Sutton Bank Employee Stock Ownership & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sutton Bank Employee Stock Ownership & 4… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sutton Bank Employee Stock Ownership & 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sutton Bank Employee Stock Ownership & 401(k) Plan assets move in 2023? ▼
Sutton Bank Employee Stock Ownership & 401(k) Plan grew sharply - up 30.0% during 2023, from $64M to $83M. Reported net income was $19M.
How have Sutton Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutton Bank's sponsor-wide assets grew 41.0%, from $64M to $90M.
Where does Sutton Bank Employee Stock Ownership & 401(k) Plan rank by assets among Form 5500 filers? ▼
Sutton Bank Employee Stock Ownership & 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sutton Bank Employee Stock Ownership & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chapman Automotive Group 401(k) Plan and Trust in AZ ($83M, 1,822 participants).

Next read for Sutton Bank Employee Stock Ownership & 4…

Filing takeaways

Ways to act on Sutton Bank Employee Stock Ownership & 401(k) Plan's numbers.

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 344369660.

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.