401(k) · DOL Form 5500 · 2023

Southern Bank 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
533
Participants Below avg headcount
87th
Percentile by assets National rank
$108,027
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Bank 401(k) Retirement Plan · Sponsored by Southern Bank · Missouri · Finance & Insurance

$58M in assets, 533 participants

Southern Bank's Southern Bank 401(k) Retirement Plan reported $58M in total assets and 533 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,087 in Finance & Insurance (8,869 peers)

Where Southern Bank 401(k) Retirement Plan sits by assets

Southern Bank 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 533 participants (~$108,027/participant), up 21.1% in 2023.

#7,087
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Southern Bank 401(k) Retirement Plan's outsized position by total assets

Southern Bank 401(k) Retirement Plan vs every filed plan by assets

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

$57,578,586 Top 13% higher than 87% 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

Southern Bank 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. Southern Bank 401(k) Retirement Plan sits mid-pack in the medium band (533 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Bank 401(k) Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Southern Bank 401(k) Retirement Plan reported net income rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Southern Bank 401(k) Retirement Plan reported participants rose from 501 in the plan year 2022 filing to 533 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430462350 · Southern Bank PY 2023 · 401(k)

Southern Bank 401(k) Retirement Plan · $58M · 533 · 87th

  • SCH $58M
  • EBSA 533
  • PART 87th
  • TYPE 401(k)
  • NET near Czarnowski Display Service, Inc. 401(k) Plan
  • BOOK ind #7087

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 Missouri →

Southern Bank 401(k) Retirement Plan in the asset neighbourhood

Deans & Homer 401(k) and Profit Sharing PlanDeans & Homer 401(k) and Pro…$58MSouthern Bank 401(k) Retirement PlanSouthern Bank 401(k) Retirem…$58MCzarnowski Display Service, Inc. 401(k) PlanCzarnowski Display Service, …$58MThermon Inc. 401(k) Plan$58MHertz Associates Ltd. Profit Sharing PlanHertz Associates Ltd. Profit…$58M
End-of-year total assets ($M) among Southern Bank 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)$48M
Net Assets (End of Year)$58M
Net Income$10M
Employer EIN430462350
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Bank)

Sponsor-wide plan assets over time

All Southern Bank plans reported in each filing year

Latest sponsor-wide plan assets
$70M 48.04690640821329% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.6M $70.4M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 501 $48M
2023 1 533 $58M
2024 1 554 $70M

Nearby 401(k) Plans in Missouri

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

Southern Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Southern Bank 401(k) Retirement Plan, Total assets ($B): 0.057578586 · Participants: 533Southern Bank 401(k) Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Southern Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Southern Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Czarnowski Display Service, Inc. 401(k) Plan in IL ($58M); by covered participants it is Bestbet Holdings, Inc. 401(k) Plan in FL (533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Southern Bank 401(k) Retirement Plan assets move in 2023? ▼
Southern Bank 401(k) Retirement Plan grew sharply - up 21.1% during 2023, from $48M to $58M. Reported net income was $10M.
How have Southern Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Bank's sponsor-wide assets grew 48.0%, from $48M to $70M.
Where does Southern Bank 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Bank 401(k) Retirement Plan ranks in the 87th 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 Southern Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Czarnowski Display Service, Inc. 401(k) Plan in IL ($58M, 1,164 participants).
Which 401(k) plans cover a similar participant headcount to Southern Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bestbet Holdings, Inc. 401(k) Plan in FL (533 participants, $18M 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 430462350.

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.