401(k) · DOL Form 5500 · 2024

Cortrust Bank NA 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
361
Participants Below avg headcount
78th
Percentile by assets National rank
$88,025
Avg per participant Below avg balance/head
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Official DOL plan name: Cortrust Bank 401(k) Plan · Sponsored by Cortrust Bank NA · South Dakota · Finance & Insurance

$32M in assets, 361 participants

Cortrust Bank NA's Cortrust Bank 401(k) Plan reported $32M in total assets and 361 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,633 in Finance & Insurance (8,549 peers)

Where Cortrust Bank 401(k) Plan sits by assets

Cortrust Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 361 participants (~$88,025/participant), up 14.2% in 2024.

#5,633
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$31,776,858 Top 22% higher than 78% 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

Cortrust Bank 401(k) 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. Cortrust Bank 401(k) Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cortrust Bank 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cortrust Bank 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Cortrust Bank 401(k) Plan reported participants fell from 367 in the plan year 2023 filing to 361 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460159100 · Cortrust Bank NA PY 2024 · 401(k)

Cortrust Bank 401(k) Plan · $32M · 361 · 78th

  • EBSA $32M
  • EBSA 361
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Clsa Americas, LLC 401(k) Savings Plan
  • EBSA ind #5633

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 South Dakota →

Cortrust Bank 401(k) Plan in the asset neighbourhood

Cortrust Bank 401(k) Plan$32MClsa Americas, LLC 401(k) Savings PlanClsa Americas, LLC 401(k) Sa…$32MPower Plus 401(k) Plan$32MConcept Rehab, Inc. 401(k) PlanConcept Rehab, Inc. 401(k) P…$32MAperture Retirement Plan$32M
End-of-year total assets ($M) among Cortrust Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN460159100
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cortrust Bank NA)

Sponsor-wide plan assets over time

All Cortrust Bank NA plans reported in each filing year

Latest sponsor-wide plan assets
$55M 16.633653342836148% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.9M $54.7M ▲ +16.6%
Year Plans Participants Total Assets
2022 2 668 $47M
2023 2 659 $50M
2024 2 650 $55M

Nearby 401(k) Plans in South Dakota

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

Cortrust Bank 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Cortrust Bank 401(k) Plan, Total assets ($M): 31.776858 · Participants: 361Cortrust Bank 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Cortrust Bank 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Cortrust Bank 401(k) Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is Clsa Americas, LLC 401(k) Savings Plan in NY ($32M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Cortrust Bank 401(k) Plan assets move in 2024? ▼
Cortrust Bank 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $28M to $32M. Reported net income was $4M.
How have Cortrust Bank NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cortrust Bank NA's sponsor-wide assets grew 16.6%, from $47M to $55M.
Where does Cortrust Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Cortrust Bank 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cortrust Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clsa Americas, LLC 401(k) Savings Plan in NY ($32M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Cortrust Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (361 participants, $8M 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 460159100.

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.