Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Renasant Bank Amended and Restated Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Renasant Bank · Mississippi · Finance & Insurance

What the 2023 filing shows

Renasant Bank Amended and Restated Pension Plan holds $19M for 69 participants — about $277,514 per participant, down 4.8% over the 2024 plan year.

$19M
total plan assets (2024 EOY)
69
covered participants
$277,514
avg assets per participant
-4.8%
assets change YoY

The plan reported a net loss of $971K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$19M
Participants
69
State
Industry
Finance & Insurance

What the Filing Says About Renasant Bank Amended and Restated Pension Plan

Renasant Bank Amended and Restated Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Renasant Bank, headquartered in Mississippi. As of the 2024 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 69 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 640220550, and the plan has been effective since 1976-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2024 to $19M at year-end — a decline of 4.8%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-970,536 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$-970,536
Plan TypeDefined Benefit (Pension)
Employer EIN640220550
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Renasant Bank)

Year Plans Participants Total Assets
2022 2 2,556 $281M
2023 2 2,481 $316M
2024 2 2,492 $339M

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Renasant Bank Amended and Restated Pension Plan?
As of the 2024 Form 5500 filing, Renasant Bank Amended and Restated Pension Plan holds $19M in total assets with 69 participants. It is sponsored by Renasant Bank.
What type of plan is Renasant Bank Amended and Restated Pension Plan?
Renasant Bank Amended and Restated Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1976-10-01. The plan is filed with the U.S. Department of Labor under EIN 640220550.
Who sponsors the Renasant Bank Amended and Restated Pension Plan?
Renasant Bank Amended and Restated Pension Plan is sponsored by Renasant Bank, located in Mississippi. The sponsor's EIN is 640220550 and the plan operates in the Finance & Insurance industry.
How did Renasant Bank Amended and Restated Pension Plan perform in 2024?
Renasant Bank Amended and Restated Pension Plan declined by 4.8% during 2024, moving from $20M to $19M in total assets. Net income was $-970,536.
Where can I find official filings for Renasant Bank Amended and Restated Pension Plan?
Official Form 5500 filings for Renasant Bank Amended and Restated Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640220550 or plan name at efast.dol.gov.
How does Renasant Bank Amended and Restated Pension Plan compare to other plans?
You can compare Renasant Bank Amended and Restated Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 640220550.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.