401(k) · DOL Form 5500 · 2024
South Trust Bank, N.a. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $145,733
- Avg per participant Above avg balance/head
Official DOL plan name: South Trust Bank 401(k) and Profit Sharing Plan · Sponsored by South Trust Bank, N.a. · Texas · Finance & Insurance
$15M in assets, 104 participants
South Trust Bank, N.a.'s South Trust Bank 401(k) and Profit Sharing Plan reported $15M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #4,161 in Finance & Insurance (8,549 peers)
Coverage in Texas
South Trust Bank 401(k) and Profit Sharing Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $15M.
- #4,161
- in Finance & Insurance (8,549 peers)
- +6.2%
- assets growth YoY
South Trust Bank 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
South Trust Bank 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,156,189 Top 35% higher than 65% 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
South Trust Bank 401(k) and Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Trust Bank 401(k) and Profit Sharing Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Trust Bank 401(k) and Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $885K in the plan year 2024 filing.
- South Trust Bank 401(k) and Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- South Trust Bank 401(k) and Profit Sharing Plan reported participants rose from 99 in the plan year 2023 filing to 104 in the plan year 2024 filing.
DOL schedule card
Filing strip 740642684 · South Trust Bank, N.a. PY 2024 · 401(k)
South Trust Bank 401(k) and Profit Sharing Plan · $15M · 104 · 65th
- VS-ST $15M
- VS-ST 104
- VS-ST 65th
- VS-ST 401(k)
- VS-ST near Four Seasons Heating and Air Retirement Plan
- VS-ST ind #4161
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 Texas →
South Trust Bank 401(k) and Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $885K |
| Employer EIN | 740642684 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Trust Bank, N.a.)
Sponsor-wide plan assets over time
All South Trust Bank, N.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 14.47174959911596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $13M |
| 2023 | 1 | 99 | $14M |
| 2024 | 1 | 104 | $15M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
South Trust Bank 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Four Seasons Heating and Air Retirement Plan in IL ($15M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Four Seasons Heating and Air Retirement Plan (IL) $15M · 870
- The Poca Valley Bank Ksop (WV) $15M · 131
- System Freight Inc. 401(k) Profit Sharing Plan (NJ) $15M · 454
- National Confectioner's Association 401(k) Plan (DC) $15M · 26
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
- Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
- Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
- Cfe Group 401(k) Plan (VA) 104 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.