401(k) · DOL Form 5500 · 2024

Trustmark Corporation 401(k) Plan

Data updated 2026-08-25

$398M
Total assets Above avg plan size
2,796
Participants Above avg headcount
97th
Percentile by assets National rank
$142,248
Avg per participant Near avg balance/head
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Official DOL plan name: Trustmark 401(k) Plan · Sponsored by Trustmark Corporation · Mississippi · Finance & Insurance

$398M in assets, 2,796 participants

Trustmark Corporation's Trustmark 401(k) Plan reported $398M in total assets and 2,796 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,055 in Finance & Insurance (8,549 peers)

Coverage in Mississippi

Trustmark 401(k) Plan covers 2,796 participants in Mississippi, 7.6x the typical Mississippi plan (state average ~366 per filing). Assets: $398M.

#8,055
in Finance & Insurance (8,549 peers)
+3.3%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Trustmark 401(k) Plan's outsized position by total assets

Trustmark 401(k) Plan vs every filed plan by assets

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

$397,724,426 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trustmark 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustmark 401(k) Plan lands in the large band (2,796 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trustmark 401(k) Plan reported net income fell from $40M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Trustmark 401(k) Plan end-of-year assets rose from $385M in the plan year 2023 filing to $398M in the plan year 2024 filing.
  • Trustmark 401(k) Plan reported participants rose from 2,772 in the plan year 2023 filing to 2,796 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 640471500 · Trustmark Corporation PY 2024 · 401(k)

Trustmark 401(k) Plan · $398M · 2,796 · 97th

  • PCT $398M
  • EIN 2,796
  • RANK 97th
  • PHOTO 401(k)
  • IND near Goulston & Storrs 401(k) Profit Sharing Plan and Trust
  • EOY ind #8055

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 Mississippi →

Trustmark 401(k) Plan in the asset neighbourhood

Itg Holdings USA, Inc. Employee Savings & Retirement PlanItg Holdings USA, Inc. Emplo…$398MTrustmark 401(k) Plan$398MGoulston & Storrs 401(k) Profit Sharing Plan and TrustGoulston & Storrs 401(k) Pro…$398MNbcuniversal Capital Accumulation Plan (Cap)Nbcuniversal Capital Accumul…$398MMajor League Baseball 401(k) Plan and TrustMajor League Baseball 401(k)…$397M
End-of-year total assets ($M) among Trustmark 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$385M
Net Assets (End of Year)$398M
Net Income$13M
Employer EIN640471500
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustmark Corporation)

Sponsor-wide plan assets over time

All Trustmark Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$398M 15.314772235781177% vs 2022
2024 filing year
$320M$340M$360M$380M$400M$420M 202220232024 $345M $398M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 2,730 $345M
2023 1 2,772 $385M
2024 1 2,796 $398M

Nearby 401(k) Plans in Mississippi

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

Trustmark 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 200030004000500060007000 300400500600700800900 Total assets ($M) Participants Trustmark 401(k) Plan, Total assets ($M): 397.724426 · Participants: 2796Trustmark 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Trustmark 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Trustmark 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Goulston & Storrs 401(k) Profit Sharing Plan and Trust in MA ($398M); by covered participants it is Youth Villages Retirement Plan in TN (2,796 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,796 participants); asset peers above are excluded.

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 Trustmark 401(k) Plan assets move in 2024? ▼
Trustmark 401(k) Plan edged up modestly - up 3.3% during 2024, from $385M to $398M. Reported net income was $13M.
How have Trustmark Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustmark Corporation's sponsor-wide assets grew 15.3%, from $345M to $398M.
Where does Trustmark 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustmark 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Trustmark 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goulston & Storrs 401(k) Profit Sharing Plan and Trust in MA ($398M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Trustmark 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Youth Villages Retirement Plan in TN (2,796 participants, $110M 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 640471500.

Read our methodology - how this data is sourced, computed, and verified.

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