401(k) · DOL Form 5500 · 2024
Trustmark Services Company 401(k) Plan
Data updated 2026-08-25
- $307M
- Total assets Above avg plan size
- 835
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $368,008
- Avg per participant High balance/head
Official DOL plan name: Trustmark Services Company Investment and Savings Plan · Sponsored by Trustmark Services Company · Illinois · Finance & Insurance
$307M in assets, 835 participants
Trustmark Services Company's Trustmark Services Company Investment and Savings Plan reported $307M in total assets and 835 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,951 in Finance & Insurance (8,549 peers)
Where Trustmark Services Company Investment and Savings Plan sits by assets
Trustmark Services Company Investment and Savings Plan sits in the top 5% of all filed plans by assets, $307M for 835 participants (~$368,008/participant), up 12.1% in 2024.
- #7,951
- in Finance & Insurance (8,549 peers)
- +12.1%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Trustmark Services Company Investment and Savings Plan's outsized position by total assets
Trustmark Services Company Investment and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$307,286,344 Top 4% higher than 96% 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
Trustmark Services Company Investment and Savings 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. Trustmark Services Company Investment and Savings Plan sits mid-pack in the medium band (835 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trustmark Services Company Investment and Savings Plan reported net income fell from $40M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Trustmark Services Company Investment and Savings Plan end-of-year assets rose from $274M in the plan year 2023 filing to $307M in the plan year 2024 filing.
- Trustmark Services Company Investment and Savings Plan reported participants fell from 891 in the plan year 2023 filing to 835 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 270056662 · Trustmark Services Company PY 2024 · 401(k)
Trustmark Services Company Investment and Savings Plan · $307M · 835 · 96th
- IND $307M
- EOY 835
- 5500 96th
- ASSETS 401(k)
- PCT near National Heritage Academies, Inc. Retirement Savings Plan
- EIN ind #7951
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 Illinois →
Trustmark Services Company Investment and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $274M |
|---|---|
| Net Assets (End of Year) | $307M |
| Net Income | $33M |
| Employer EIN | 270056662 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustmark Services Company)
Sponsor-wide plan assets over time
All Trustmark Services Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $307M 31.31225013561274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 900 | $234M |
| 2023 | 1 | 891 | $274M |
| 2024 | 1 | 835 | $307M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Trustmark Services Company Investment and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is National Heritage Academies, Inc. Retirement Savings Plan in MI ($307M); by covered participants it is Mazak Employee Shared Savings Plan in KY (835 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($307M here).
Similar participant headcount
Nearest other-state filings by covered participants (835 participants); asset peers above are excluded.
- Mazak Employee Shared Savings Plan (KY) 835 · 0 off
- Project Employee 401(k) Retirement Plan (MI) 835 · 0 off
- Family & Nursing Care, Inc. 401(k) Plan (MD) 835 · 0 off
- Coperion Process Solutions LLC Retirement Savings Plan (KS) 835 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.