401(k) · DOL Form 5500 · 2024

Planters Bank 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
155
Participants Small participant base
76th
Percentile by assets National rank
$180,429
Avg per participant Above avg balance/head
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Official DOL plan name: Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan · Sponsored by Planters Bank · Kentucky · Finance & Insurance

$28M in assets, 155 participants

Planters Bank's Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan reported $28M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,406 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan covers 155 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $28M.

#5,406
in Finance & Insurance (8,549 peers)
+8.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan's outsized position by total assets

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan vs every filed plan by assets

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

$27,966,535 Top 24% higher than 76% 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

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings 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. Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan reported net income rose from -$7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan reported participants rose from 146 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 611293646 · Planters Bank PY 2024 · 401(k)

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan · $28M · 155 · 76th

  • IND $28M
  • EOY 155
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Republic Steel 401(k) Plan
  • EIN ind #5406

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 Kentucky →

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan in the asset neighbourhood

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings PlanPlanters Bank Employee Stock…$28MRepublic Steel 401(k) Plan$28MConsulting Engineering Services, Inc. 401(k) Profit Sharing PlanConsulting Engineering Servi…$28MKanzaki 401(k) Plan$28MCo Architects Retirement Savings PlanCo Architects Retirement Sav…$28M
End-of-year total assets ($M) among Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN611293646
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planters Bank)

Sponsor-wide plan assets over time

All Planters Bank plans reported in each filing year

Latest sponsor-wide plan assets
$28M 15.819608779672862% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $33.2M $28M ▼ -15.8%
Year Plans Participants Total Assets
2022 1 151 $33M
2023 1 146 $26M
2024 1 155 $28M

Nearby 401(k) Plans in Kentucky

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

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan, Total assets ($B): 0.027966535 · Participants: 155Planters Bank Employee Stock Ownership and 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan side-by-side with 3 peers →

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Republic Steel 401(k) Plan in OH ($28M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan assets move in 2024? ▼
Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan grew at a solid clip - up 8.7% during 2024, from $26M to $28M. Reported net income was $2M.
How have Planters Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planters Bank's sponsor-wide assets declined 15.8%, from $33M to $28M.
Where does Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan ranks in the 76th 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 Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Republic Steel 401(k) Plan in OH ($28M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants, N/A 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 611293646.

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.