401(k) · DOL Form 5500 · 2024

Pinnacle Financial Corporation 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
351
Participants Below avg headcount
77th
Percentile by assets National rank
$84,020
Avg per participant Below avg balance/head
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Official DOL plan name: Pinnacle Financial Corporation 401(k) Plan · Sponsored by Pinnacle Financial Corporation · Georgia · Finance & Insurance

$29M in assets, 351 participants

Pinnacle Financial Corporation's Pinnacle Financial Corporation 401(k) Plan reported $29M in total assets and 351 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,502 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Pinnacle Financial Corporation 401(k) Plan covers 351 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $29M.

#5,502
in Finance & Insurance (8,549 peers)
+17.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pinnacle Financial Corporation 401(k) Plan's outsized position by total assets

Pinnacle Financial Corporation 401(k) Plan vs every filed plan by assets

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

$29,490,895 Top 23% higher than 77% 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

Pinnacle Financial Corporation 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. Pinnacle Financial Corporation 401(k) Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pinnacle Financial Corporation 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Pinnacle Financial Corporation 401(k) Plan reported participants rose from 340 in the plan year 2023 filing to 351 in the plan year 2024 filing.
  • Pinnacle Financial Corporation 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581538862 · Pinnacle Financial Corporation PY 2024 · 401(k)

Pinnacle Financial Corporation 401(k) Plan · $29M · 351 · 77th

  • EOY $29M
  • 5500 351
  • ASSETS 77th
  • PCT 401(k)
  • EIN near Summit Operating Services Company, LLC 401(k) Plan
  • RANK ind #5502

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 Georgia →

Pinnacle Financial Corporation 401(k) Plan in the asset neighbourhood

Pinnacle Financial Corporation 401(k) PlanPinnacle Financial Corporati…$29MSummit Operating Services Company, LLC 401(k) PlanSummit Operating Services Co…$29MOpus Packaging Group, Inc. 401(k) Profit Sharing PlanOpus Packaging Group, Inc. 4…$29MRnbw Holdings 401(k) Plan$29MTyndall Federal Credit Union 401(k) PlanTyndall Federal Credit Union…$29M
End-of-year total assets ($M) among Pinnacle Financial Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN581538862
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Financial Corporation)

Sponsor-wide plan assets over time

All Pinnacle Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$29M 42.31367114166604% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.7M $29.5M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 317 $21M
2023 1 340 $25M
2024 1 351 $29M

Nearby 401(k) Plans in Georgia

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

Pinnacle Financial Corporation 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Pinnacle Financial Corporation 401(k) Plan, Total assets ($B): 0.029490895 · Participants: 351Pinnacle Financial Corporation 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Pinnacle Financial Corporation 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pinnacle Financial Corporation 401(k) Plan side-by-side with 3 peers →

Pinnacle Financial Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Summit Operating Services Company, LLC 401(k) Plan in TX ($29M); by covered participants it is Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Pinnacle Financial Corporation 401(k) Plan assets move in 2024? ▼
Pinnacle Financial Corporation 401(k) Plan grew sharply - up 17.8% during 2024, from $25M to $29M. Reported net income was $4M.
How have Pinnacle Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Financial Corporation's sponsor-wide assets grew 42.3%, from $21M to $29M.
Where does Pinnacle Financial Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Pinnacle Financial Corporation 401(k) Plan ranks in the 77th 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 Pinnacle Financial Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Operating Services Company, LLC 401(k) Plan in TX ($29M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Pinnacle Financial Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants, $13M 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 581538862.

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.