401(k) · DOL Form 5500 · 2024

Tristar Bank 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 80
Participants Small participant base: 50th
Percentile by assets National rank: $93,139
Avg per participant Below avg balance/head

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Official DOL plan name: Tristar Bank 401(k) Plan · Sponsored by Tristar Bank · Tennessee · Finance & Insurance

$7M in assets, 80 participants

Tristar Bank's Tristar Bank 401(k) Plan reported $7M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

#2,924 in Finance & Insurance (8,549 peers)

Tristar Bank multi-year trail

Tristar Bank's plans moved +29.6% in assets from 2022 to 2024; this filing shows Tristar Bank 401(k) Plan at $7M / 80 participants.

#2,924
in Finance & Insurance (8,549 peers): +9.2%
assets growth YoY

Tristar Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Tristar Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,451,095 Top 50% higher than 50% 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

Tristar Bank 401(k) 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. Tristar Bank 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tristar Bank 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $630K in the plan year 2024 filing.
Tristar Bank 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Tristar Bank 401(k) Plan reported participants fell from 85 in the plan year 2023 filing to 80 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 562136525 · Tristar Bank PY 2024 · 401(k)

Tristar Bank 401(k) Plan · $7M · 80 · 50th

TYPE $7M
TYPE 80
TYPE 50th
TYPE 401(k)
TYPE near Korrus Inc 401(k) Plan & Trust
TYPE ind #2924

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 Tennessee →

End-of-year total assets ($M) among Tristar Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tristar Bank multi-year asset trail

Latest sponsor-wide plan assets: $7M 29.630905451022286% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	86	$6M
2023	1	85	$7M
2024	1	80	$7M

Tristar Bank filing trail (2024)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$7M
Net Income	$630K
Employer EIN	562136525
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tristar Bank 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Tristar Bank 401(k) Plan side-by-side with 3 peers →

Tristar Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Korrus Inc 401(k) Plan & Trust in CA ($7M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Korrus Inc 401(k) Plan & Trust (CA) $7M · 113
Mott Haven Academy Charter School 401(k) Plan (NY) $7M · 98
Douglas Products & Packaging Co., LLC 401(k) Plan (MO) $7M · 176
Consonant Healing Medical Associates (MD) $7M · 145

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

Lewa America Inc 401(k) Profit Sharing Plan & Trust (MA) 80 · 0 off
Rmcp 401(k) (CO) 80 · 0 off
Gana-A'yoo, Limited 401(k) Retirement Plan (AK) 80 · 0 off
Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 80 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tristar Bank 401(k) Plan assets move in 2024? ▼

Tristar Bank 401(k) Plan grew at a solid clip - up 9.2% during 2024, from $7M to $7M. Reported net income was $630K.

How have Tristar Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tristar Bank's sponsor-wide assets grew 29.6%, from $6M to $7M.

Which 401(k) plans are similar in size to Tristar Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Korrus Inc 401(k) Plan & Trust in CA ($7M, 113 participants).

Which 401(k) plans cover a similar participant headcount to Tristar Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562136525.