401(k) · DOL Form 5500 · 2023

First Southern Bancorp Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
228
Participants Below avg headcount
82nd
Percentile by assets National rank
$157,687
Avg per participant Above avg balance/head
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Official DOL plan name: First Southern Bancorp Inc 401(k) Plan · Sponsored by First Southern Bancorp Inc · Kentucky · Finance & Insurance

$36M in assets, 228 participants

First Southern Bancorp Inc's First Southern Bancorp Inc 401(k) Plan reported $36M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,391 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

First Southern Bancorp Inc 401(k) Plan covers 228 participants in Kentucky, about 35% of the average Kentucky filer (state average ~647 per filing). Assets: $36M.

#6,391
in Finance & Insurance (8,869 peers)
+0.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

First Southern Bancorp Inc 401(k) Plan's outsized position by total assets

First Southern Bancorp Inc 401(k) Plan vs every filed plan by assets

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

$35,952,738 Top 18% higher than 82% 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

First Southern Bancorp Inc 401(k) 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. First Southern Bancorp Inc 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Southern Bancorp Inc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $266K in the plan year 2023 filing.
  • First Southern Bancorp Inc 401(k) Plan reported participants rose from 216 in the plan year 2022 filing to 228 in the plan year 2023 filing.
  • First Southern Bancorp Inc 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611129777 · First Southern Bancorp Inc PY 2023 · 401(k)

First Southern Bancorp Inc 401(k) Plan · $36M · 228 · 82nd

  • IND $36M
  • IND 228
  • IND 82nd
  • IND 401(k)
  • IND near Arthritis & Rheumatism Associates, P.C. Retirement Savings Plan
  • IND ind #6391

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 Kentucky →

First Southern Bancorp Inc 401(k) Plan in the asset neighbourhood

First Southern Bancorp Inc 401(k) PlanFirst Southern Bancorp Inc 4…$36MArthritis & Rheumatism Associates, P.C. Retirement Savings PlanArthritis & Rheumatism Assoc…$36MCornerstone Government Affairs, Inc. 401(k) Profit Sharing PlanCornerstone Government Affai…$36MIdi Billing Solutions 401(k) PlanIdi Billing Solutions 401(k)…$36MGreenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key EmployeesGreenbaum, Rowe, Smith & Dav…$36M
End-of-year total assets ($M) among First Southern Bancorp Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$36M
Net Income$266K
Employer EIN611129777
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Southern Bancorp Inc)

Sponsor-wide plan assets over time

All First Southern Bancorp Inc plans reported in each filing year

Latest sponsor-wide plan assets
$43M 21.116397911245596% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.6M $43.1M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 216 $36M
2023 1 228 $36M
2024 1 240 $43M

Nearby 401(k) Plans in Kentucky

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

First Southern Bancorp Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants First Southern Bancorp Inc 401(k) Plan, Total assets ($B): 0.035952738 · Participants: 228First Southern Bancorp Inc 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
First Southern Bancorp Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare First Southern Bancorp Inc 401(k) Plan side-by-side with 3 peers →

First Southern Bancorp Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Arthritis & Rheumatism Associates, P.C. Retirement Savings Plan in MD ($36M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 First Southern Bancorp Inc 401(k) Plan assets move in 2023? ▼
First Southern Bancorp Inc 401(k) Plan held essentially flat - up 0.9% during 2023, from $36M to $36M. Reported net income was $266K.
How have First Southern Bancorp Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Southern Bancorp Inc's sponsor-wide assets grew 21.1%, from $36M to $43M.
Where does First Southern Bancorp Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
First Southern Bancorp Inc 401(k) Plan ranks in the 82nd 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 First Southern Bancorp Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arthritis & Rheumatism Associates, P.C. Retirement Savings Plan in MD ($36M, 204 participants).
Which 401(k) plans cover a similar participant headcount to First Southern Bancorp Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 611129777.

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.