401(k) · DOL Form 5500 · 2024

Planters Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
256
Participants Below avg headcount
79th
Percentile by assets National rank
$133,109
Avg per participant Near avg balance/head
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Official DOL plan name: Planters Bank and Trust Company 401(k) Retirement Plan · Sponsored by Planters Bank and Trust Company · Mississippi · Finance & Insurance

$34M in assets, 256 participants

Planters Bank and Trust Company's Planters Bank and Trust Company 401(k) Retirement Plan reported $34M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,768 in Finance & Insurance (8,549 peers)

Where Planters Bank and Trust Company 401(k) Retirement Plan sits by assets

Planters Bank and Trust Company 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 256 participants (~$133,109/participant), up 16.0% in 2024.

#5,768
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Planters Bank and Trust Company 401(k) Retirement Plan's outsized position by total assets

Planters Bank and Trust Company 401(k) Retirement Plan vs every filed plan by assets

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

$34,075,792 Top 21% higher than 79% 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 and Trust Company 401(k) Retirement 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 and Trust Company 401(k) Retirement Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planters Bank and Trust Company 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Planters Bank and Trust Company 401(k) Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Planters Bank and Trust Company 401(k) Retirement Plan reported participants rose from 249 in the plan year 2023 filing to 256 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 640223390 · Planters Bank and Trust Company PY 2024 · 401(k)

Planters Bank and Trust Company 401(k) Retirement Plan · $34M · 256 · 79th

  • NET $34M
  • BOOK 256
  • VS-ST 79th
  • BOY 401(k)
  • SCH near I3 Group, Inc. 401(k) Plan and Trust
  • EBSA ind #5768

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 Mississippi →

Planters Bank and Trust Company 401(k) Retirement Plan in the asset neighbourhood

Planters Bank and Trust Company 401(k) Retirement PlanPlanters Bank and Trust Comp…$34MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$34MLoral Savings Plan$34MMcbride & Son 401(k) Savings PlanMcbride & Son 401(k) Savings…$34MEmsl Analytical, Inc. 401(k) Retirement PlanEmsl Analytical, Inc. 401(k)…$34M
End-of-year total assets ($M) among Planters Bank and Trust Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN640223390
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planters Bank and Trust Company)

Sponsor-wide plan assets over time

All Planters Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$58M 20.29892299181783% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48M $57.7M ▲ +20.3%
Year Plans Participants Total Assets
2022 2 341 $48M
2023 2 330 $52M
2024 2 332 $58M

Nearby 401(k) Plans in Mississippi

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

Planters Bank and Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Planters Bank and Trust Company 401(k) Retirement Plan, Total assets ($M): 34.075792 · Participants: 256Planters Bank and Trust Company 401(k) Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Planters Bank and Trust Company 401(k) Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Planters Bank and Trust Company 401(k) Retirement Plan side-by-side with 3 peers →

Planters Bank and Trust Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is I3 Group, Inc. 401(k) Plan and Trust in IL ($34M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 and Trust Company 401(k) Retirement Plan assets move in 2024? ▼
Planters Bank and Trust Company 401(k) Retirement Plan grew sharply - up 16.0% during 2024, from $29M to $34M. Reported net income was $5M.
How have Planters Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planters Bank and Trust Company's sponsor-wide assets grew 20.3%, from $48M to $58M.
Where does Planters Bank and Trust Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planters Bank and Trust Company 401(k) Retirement Plan ranks in the 79th 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 and Trust Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is I3 Group, Inc. 401(k) Plan and Trust in IL ($34M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Planters Bank and Trust Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan the Printer, Inc. in IA (256 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 640223390.

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.