401(k) · DOL Form 5500 · 2024
The Exchange Bank of Alabama 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $99,230
- Avg per participant Below avg balance/head
Official DOL plan name: The Exchange Bank of Alabama Retirement Plan · Sponsored by The Exchange Bank of Alabama · Alabama · Finance & Insurance
$6M in assets, 65 participants
The Exchange Bank of Alabama's The Exchange Bank of Alabama Retirement Plan reported $6M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,735 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
The Exchange Bank of Alabama Retirement Plan holds $6M for 65 participants - about $99,230 per participant, in the lower half of filed plans by assets.
- #2,735
- in Finance & Insurance (8,549 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $291K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Exchange Bank of Alabama Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
The Exchange Bank of Alabama Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,449,962 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Exchange Bank of Alabama Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Exchange Bank of Alabama Retirement Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Exchange Bank of Alabama Retirement Plan reported net income fell from $795K in the plan year 2023 filing to -$291K in the plan year 2024 filing.
- The Exchange Bank of Alabama Retirement Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Exchange Bank of Alabama Retirement Plan reported participants fell from 67 in the plan year 2023 filing to 65 in the plan year 2024 filing.
DOL schedule card
Filing strip 630073830 · The Exchange Bank of Alabama PY 2024 · 401(k)
The Exchange Bank of Alabama Retirement Plan · $6M · 65 · 47th
- NET $6M
- BOOK 65
- VS-ST 47th
- BOY 401(k)
- SCH near 403(b) Thrift Plan for Employees of Southeastern Community Action Partnership, Inc.
- EBSA ind #2735
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 →
The Exchange Bank of Alabama Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$291K |
| Employer EIN | 630073830 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Exchange Bank of Alabama)
Sponsor-wide plan assets over time
All The Exchange Bank of Alabama plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 8.479880143322108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $6M |
| 2023 | 1 | 67 | $7M |
| 2024 | 1 | 65 | $6M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
The Exchange Bank of Alabama Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Southeastern Community Action Partnership, Inc. in NC ($6M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Socal Auto & Truck Parts, Inc. 401(k) Plan (CA) 65 · 0 off
- Strunk Hr, LLC 401(k) Plan (UT) 65 · 0 off
- Full Circle Ag 401(k) Plan (SD) 65 · 0 off
- Starck & Co. 401(k) Plan (IL) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.