401(k) · DOL Form 5500 · 2023

Planters Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
249
Participants Below avg headcount
79th
Percentile by assets National rank
$117,972
Avg per participant Below avg balance/head
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Official DOL plan name: Planters Bank and Trust Company 401(k) Retirement Plan · Sponsored by Planters Bank and Trust Company · Mississippi · Finance & Insurance

$29M in assets, 249 participants

Planters Bank and Trust Company's Planters Bank and Trust Company 401(k) Retirement Plan reported $29M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,003 in Finance & Insurance (8,869 peers)

Where Planters Bank and Trust Company 401(k) Retirement Plan sits by assets

Planters Bank and Trust Company 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 249 participants (~$117,972/participant), up 13.6% in 2023.

#6,003
in Finance & Insurance (8,869 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Planters Bank and Trust Company 401(k) Retirement Plan's outsized position by total assets

Planters Bank and Trust Company 401(k) Retirement Plan vs every filed plan by assets

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

$29,375,049 Top 21% higher than 79% 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

Planters Bank and Trust Company 401(k) Retirement 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. Planters Bank and Trust Company 401(k) Retirement Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planters Bank and Trust Company 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Planters Bank and Trust Company 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Planters Bank and Trust Company 401(k) Retirement Plan reported participants fell from 252 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640223390 · Planters Bank and Trust Company PY 2023 · 401(k)

Planters Bank and Trust Company 401(k) Retirement Plan · $29M · 249 · 79th

  • PART $29M
  • PART 249
  • PART 79th
  • PART 401(k)
  • PART near Dispatchhealth 401(k) Retirement Plan
  • PART ind #6003

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 →

Planters Bank and Trust Company 401(k) Retirement Plan in the asset neighbourhood

Planters Bank and Trust Company 401(k) Retirement PlanPlanters Bank and Trust Comp…$29MTraeger 401(k) Plan$29MDispatchhealth 401(k) Retirement PlanDispatchhealth 401(k) Retire…$29MThe Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) PlanThe Officials, Business Repr…$29MInnovative Livestock Services, Inc. Employees Savings TrustInnovative Livestock Service…$29M
End-of-year total assets ($M) among Planters Bank and Trust Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN640223390
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planters Bank and Trust Company)

Sponsor-wide plan assets over time

All Planters Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$58M 20.29892299181783% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48M $57.7M ▲ +20.3%
Year Plans Participants Total Assets
2022 2 341 $48M
2023 2 330 $52M
2024 2 332 $58M

Nearby 401(k) Plans in Mississippi

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

Planters Bank and Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Planters Bank and Trust Company 401(k) Retirement Plan, Total assets ($M): 29.375049 · Participants: 249Planters Bank and Trust Company 401(k) Retirement 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
Planters Bank and Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Planters Bank and Trust Company 401(k) Retirement Plan side-by-side with 3 peers →

Planters Bank and Trust Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Dispatchhealth 401(k) Retirement Plan in CO ($29M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Planters Bank and Trust Company 401(k) Retirement Plan assets move in 2023? ▼
Planters Bank and Trust Company 401(k) Retirement Plan grew at a solid clip - up 13.6% during 2023, from $26M to $29M. Reported net income was $4M.
How have Planters Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planters Bank and Trust Company's sponsor-wide assets grew 20.3%, from $48M to $58M.
Where does Planters Bank and Trust Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planters Bank and Trust Company 401(k) Retirement Plan ranks in the 79th 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 Planters Bank and Trust Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dispatchhealth 401(k) Retirement Plan in CO ($29M, 2,012 participants).
Which 401(k) plans cover a similar participant headcount to Planters Bank and Trust Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants, N/A 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 640223390.

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.