401(k) · DOL Form 5500 · 2024
Trustmark Services Company 401(k) Plan
Data updated 2026-08-11
- $307M
- Total assets
- 835
- Participants
- 96th
- Percentile by assets
- $368,008
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $307M
- total plan assets (2024 EOY)
- 835
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $368,008
- avg assets per participant
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.
Trustmark Services Company Investment and Savings Plan vs the 2024 asset distribution
By assets, Trustmark Services Company Investment and Savings Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Trustmark Services Company Investment and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trustmark Services Company Investment and Savings Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Trustmark Services Company Investment and Savings Plan's numbers.
- By total assets, Trustmark Services Company Investment and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Trustmark Services Company's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Finance & Insurance plans