401(k) · DOL Form 5500 · 2024

United Southern Bank 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
154
Participants Small participant base
71st
Percentile by assets National rank
$137,654
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Southern Bank Employees' 401(k) Plan · Sponsored by United Southern Bank · Florida · Finance & Insurance

$21M in assets, 154 participants

United Southern Bank's United Southern Bank Employees' 401(k) Plan reported $21M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,853 in Finance & Insurance (8,549 peers)

Coverage in Florida

United Southern Bank Employees' 401(k) Plan covers 154 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $21M.

#4,853
in Finance & Insurance (8,549 peers)
+21.7%
assets growth YoY

United Southern Bank Employees' 401(k) Plan's outsized position by total assets

United Southern Bank Employees' 401(k) Plan vs every filed plan by assets

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

$21,198,685 Top 29% higher than 71% 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

United Southern Bank Employees' 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. United Southern Bank Employees' 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Southern Bank Employees' 401(k) Plan reported net income rose from $923K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • United Southern Bank Employees' 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • United Southern Bank Employees' 401(k) Plan reported participants rose from 150 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 590489540 · United Southern Bank PY 2024 · 401(k)

United Southern Bank Employees' 401(k) Plan · $21M · 154 · 71st

  • EBSA $21M
  • EBSA 154
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near The One Embrey 401(k) Retirement Plan
  • EBSA ind #4853

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 Florida →

United Southern Bank Employees' 401(k) Plan in the asset neighbourhood

United Southern Bank Employees' 401(k) PlanUnited Southern Bank Employe…$21MThe One Embrey 401(k) Retirement PlanThe One Embrey 401(k) Retire…$21MBoa Retirement Savings Plan$21MPessin Katz Law, PA 401(k) PlanPessin Katz Law, PA 401(k) P…$21MTvs 401(k) Retirement Plan$21M
End-of-year total assets ($M) among United Southern Bank Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN590489540
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Southern Bank)

Sponsor-wide plan assets over time

All United Southern Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.483816913992143% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $21.2M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 150 $16M
2023 1 150 $17M
2024 1 154 $21M

Nearby 401(k) Plans in Florida

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

United Southern Bank Employees' 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants United Southern Bank Employees' 401(k) Plan, Total assets ($B): 0.021198685 · Participants: 154United Southern Bank Employees' 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
United Southern Bank Employees' 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare United Southern Bank Employees' 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is The One Embrey 401(k) Retirement Plan in TX ($21M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 United Southern Bank Employees' 401(k) Plan assets move in 2024? ▼
United Southern Bank Employees' 401(k) Plan grew sharply - up 21.7% during 2024, from $17M to $21M. Reported net income was $4M.
How have United Southern Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Southern Bank's sponsor-wide assets grew 28.5%, from $16M to $21M.
Which 401(k) plans are similar in size to United Southern Bank Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The One Embrey 401(k) Retirement Plan in TX ($21M, 510 participants).
Which 401(k) plans cover a similar participant headcount to United Southern Bank Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 590489540.

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.