Defined Benefit (Pension) · DOL Form 5500 · 2023
Regions Financial Corporation Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 292
- Participants Below avg headcount
- 99th
- Percentile by assets National rank
- $4.2M
- Avg per participant High balance/head
Official DOL plan name: Regions Financial Corporation Retirement Plan · Sponsored by Regions Financial Corporation · Alabama · Finance & Insurance
$1.2B in assets, 292 participants
Regions Financial Corporation's Regions Financial Corporation Retirement Plan reported $1.2B in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,679 in Finance & Insurance (8,869 peers)
Where Regions Financial Corporation Retirement Plan sits by assets
Regions Financial Corporation Retirement Plan sits among the largest 1% of all filed plans, $1.2B for 292 participants (~$4.2M/participant), down 0.1% in 2023.
- #8,679
- in Finance & Insurance (8,869 peers)
- -0.1%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Regions Financial Corporation Retirement Plan's outsized position by total assets
Regions Financial Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,233,000,320 Top 1% higher than 99% 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 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. Regions Financial Corporation Retirement Plan sits mid-pack in the medium band (292 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Regions Financial Corporation Retirement Plan reported net income rose from -$449M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Regions Financial Corporation Retirement Plan reported participants fell from 309 in the plan year 2022 filing to 292 in the plan year 2023 filing.
- Regions Financial Corporation Retirement Plan end-of-year assets fell from $1.2B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
DOL schedule card
Filing strip 630589368 · Regions Financial Corporation PY 2023 · Defined Benefit (Pension)
Regions Financial Corporation Retirement Plan · $1.2B · 292 · 99th
- 5500 $1.2B
- 5500 292
- 5500 99th
- 5500 Defined Benefit (Pension)
- 5500 near Local 282 Pension Trust Fund
- 5500 ind #8679
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 in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$1M |
| Employer EIN | 630589368 |
| Plan Effective Date | 1973-01-01 |
| 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.
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Regions Financial Corporation Retirement Plan for Associates $716M · 2,395
- 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's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Local 282 Pension Trust Fund in NY ($1.2B); by covered participants it is Elliott Company Hourly Employees' Pension Plan in PA (292 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Local 282 Pension Trust Fund (NY) $1.2B · 3,020
- Umass Memorial Health Care Pension Plan (MA) $1.2B · 8,379
- Heating, Piping and Refrigeration Pension Fd Pension Fund (MD) $1.2B · 4,128
- Employee Retirement Plan of Safeway Inc. and Its Domestic Subsidiaries (CA) $1.2B · 8,473
Similar participant headcount
Nearest other-state filings by covered participants (292 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.