401(k) · DOL Form 5500 · 2023
Independent Southern Bancshares Inc 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $159,834
- Avg per participant Above avg balance/head
Official DOL plan name: Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan · Sponsored by Independent Southern Bancshares Inc · Tennessee · Management of Enterprises
$15M in assets, 92 participants
Independent Southern Bancshares Inc's Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan reported $15M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #519 in Management of Enterprises (1,137 peers)
Management of Enterprises sector rank
Within Management of Enterprises, Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan ranks #519 of 1,137 2023 filers by assets (2418% of the sector average)-$15M for 92 participants.
- #519
- in Management of Enterprises (1,137 peers)
- +13.9%
- assets growth YoY
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan's outsized position by total assets
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,704,754 Top 33% higher than 67% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan reported participants rose from 89 in the plan year 2022 filing to 92 in the plan year 2023 filing.
DOL schedule card
Filing strip 621206284 · Independent Southern Bancshares Inc PY 2023 · 401(k)
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan · $15M · 92 · 67th
- SCH $15M
- SCH 92
- SCH 67th
- SCH 401(k)
- SCH near Ambassador Home Improvements, Inc. 401(k) Profit Sharing Plan
- SCH ind #519
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 Management of Enterprises retirement plans → · Plans in Tennessee →
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 621206284 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independent Southern Bancshares Inc)
Sponsor-wide plan assets over time
All Independent Southern Bancshares Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 17.825969976139774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $13M |
| 2023 | 1 | 92 | $15M |
| 2024 | 1 | 101 | $15M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Ambassador Home Improvements, Inc. 401(k) Profit Sharing Plan in PA ($15M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
- International Marine Products Retirement Plan (CA) 92 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
- The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.