401(k) · DOL Form 5500 · 2024
Southern Bank and Trust Company 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 143
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $285,270
- Avg per participant High balance/head
Official DOL plan name: The Capital Accumulation Plan for the Employees of Southern Bank and Trust · Sponsored by Southern Bank and Trust Company · North Carolina · Finance & Insurance
$41M in assets, 143 participants
Southern Bank and Trust Company's The Capital Accumulation Plan for the Employees of Southern Bank and Trust reported $41M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,126 in Finance & Insurance (8,549 peers)
Coverage in North Carolina
The Capital Accumulation Plan for the Employees of Southern Bank and Trust covers 143 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $41M.
- #6,126
- in Finance & Insurance (8,549 peers)
- +9.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Capital Accumulation Plan for the Employees of Southern Bank and Trust's outsized position by total assets
The Capital Accumulation Plan for the Employees of Southern Bank and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,793,619 Top 18% higher than 82% 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
The Capital Accumulation Plan for the Employees of Southern Bank and Trust 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. The Capital Accumulation Plan for the Employees of Southern Bank and Trust sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Capital Accumulation Plan for the Employees of Southern Bank and Trust reported participants fell from 161 in the plan year 2023 filing to 143 in the plan year 2024 filing.
- The Capital Accumulation Plan for the Employees of Southern Bank and Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Capital Accumulation Plan for the Employees of Southern Bank and Trust end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
DOL schedule card
Filing strip 560132260 · Southern Bank and Trust Company PY 2024 · 401(k)
The Capital Accumulation Plan for the Employees of Southern Bank and Trust · $41M · 143 · 82nd
- PCT $41M
- PCT 143
- PCT 82nd
- PCT 401(k)
- PCT near Houston Metro Urology, P.a. 401(k) Profit Sharing Plan
- PCT ind #6126
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 North Carolina →
The Capital Accumulation Plan for the Employees of Southern Bank and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $4M |
| Employer EIN | 560132260 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Bank and Trust Company)
Sponsor-wide plan assets over time
All Southern Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 18.33213335262524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 805 | $148M |
| 2023 | 3 | 776 | $167M |
| 2024 | 3 | 765 | $175M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
The Capital Accumulation Plan for the Employees of Southern Bank and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Houston Metro Urology, P.a. 401(k) Profit Sharing Plan in TX ($41M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Houston Metro Urology, P.a. 401(k) Profit Sharing Plan (TX) $41M · 127
- Sema Construction, Inc. 401(k) Retirement Savings Plan (CO) $41M · 799
- Valley Cabinet, Inc. Employees' Profit Sharing and Retirement Savings Plan (WI) $41M · 190
- Schutz Container Systems, Inc. Employee's 401(k) Retirement Plan (NJ) $41M · 753
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
- Flywheel Digital LLC 401(k) Plan () 143 · 0 off
- Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
- Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.