Defined Benefit (Pension) · DOL Form 5500 · 2023
Regions Financial Corporation Pension Plan
Data updated 2026-08-25
- $716M
- Total assets Above avg plan size
- 2,395
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $299,082
- Avg per participant High balance/head
Official DOL plan name: Regions Financial Corporation Retirement Plan for Associates · Sponsored by Regions Financial Corporation · Alabama · Finance & Insurance
$716M in assets, 2,395 participants
Regions Financial Corporation's Regions Financial Corporation Retirement Plan for Associates reported $716M in total assets and 2,395 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,562 in Finance & Insurance (8,869 peers)
Coverage in Alabama
Regions Financial Corporation Retirement Plan for Associates covers 2,395 participants in Alabama, 6.7x the typical Alabama plan (state average ~360 per filing). Assets: $716M.
- #8,562
- in Finance & Insurance (8,869 peers)
- +2.3%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Regions Financial Corporation Retirement Plan for Associates's outsized position by total assets
Regions Financial Corporation Retirement Plan for Associates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$716,301,272 Top 2% higher than 98% 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
Regions Financial Corporation Retirement Plan for Associates's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regions Financial Corporation Retirement Plan for Associates lands in the large band (2,395 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Regions Financial Corporation Retirement Plan for Associates reported net income rose from -$201M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Regions Financial Corporation Retirement Plan for Associates reported participants fell from 2,672 in the plan year 2022 filing to 2,395 in the plan year 2023 filing.
- Regions Financial Corporation Retirement Plan for Associates end-of-year assets rose from $700M in the plan year 2022 filing to $716M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 630589368 · Regions Financial Corporation PY 2023 · Defined Benefit (Pension)
Regions Financial Corporation Retirement Plan for Associates · $716M · 2,395 · 98th
- 5500 $716M
- 5500 2,395
- 5500 98th
- 5500 Defined Benefit (Pension)
- 5500 near SEIU Local 1 & Participating Employers Pension Trust
- 5500 ind #8562
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 Alabama →
Regions Financial Corporation Retirement Plan for Associates in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $700M |
|---|---|
| Net Assets (End of Year) | $716M |
| Net Income | $16M |
| Employer EIN | 630589368 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regions Financial Corporation)
Sponsor-wide plan assets over time
All Regions Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 14.74174429212496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,790 | $4.4B |
| 2023 | 3 | 23,420 | $4.8B |
| 2024 | 3 | 23,305 | $5.1B |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 292
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Vulcan Materials Company Pension Plan $508M · 776
- American Cast Iron Pipe Company Pension Plan $440M · 832
- Alabama Farmers Federation and Affiliated Companies Retirement Plan $429M · 929
Regions Financial Corporation Retirement Plan for Associates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is SEIU Local 1 & Participating Employers Pension Trust in IL ($716M); by covered participants it is Federated Mutual Retirement Plan in MN (2,391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($716M here).
- SEIU Local 1 & Participating Employers Pension Trust (IL) $716M · 8,890
- Sheet Metal Workers' Local 73 Pension Fund (IL) $718M · 1,865
- Carpenters' Pension Trust Fund - Detroit and Vicinity (MI) $719M · 4,836
- GE Healthcare Legacy Affiliates Pension Plan (IL) $714M · 155
Similar participant headcount
Nearest other-state filings by covered participants (2,395 participants); asset peers above are excluded.
- Federated Mutual Retirement Plan (MN) 2,391 · 4 off
- Federal-Mogul Pension Plan (MI) 2,391 · 4 off
- Chanel, Inc. Pension Plan (NY) 2,400 · 5 off
- Motiva Pension Plan (TX) 2,387 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.