401(k) · DOL Form 5500 · 2024
Independent Southern Bancshares Inc 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $150,629
- Avg per participant Above avg balance/head
Official DOL plan name: Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan · Sponsored by Independent Southern Bancshares Inc · Tennessee · Management of Enterprises
$15M in assets, 101 participants
Independent Southern Bancshares Inc's Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan reported $15M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #530 in Management of Enterprises (1,133 peers)
Coverage in Tennessee
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan covers 101 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.
- #530
- in Management of Enterprises (1,133 peers)
- +3.5%
- assets growth YoY
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,213,529 Top 35% higher than 65% 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
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/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. Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $509K in the plan year 2024 filing.
- Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan reported participants rose from 92 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621206284 · Independent Southern Bancshares Inc PY 2024 · 401(k)
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan · $15M · 101 · 65th
- TYPE $15M
- NET 101
- BOOK 65th
- VS-ST 401(k)
- BOY near Max-Tech Inc. 401(k) Profit Sharing Plan
- SCH ind #530
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 Management of Enterprises retirement plans → · Plans in Tennessee →
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $509K |
| Employer EIN | 621206284 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independent Southern Bancshares Inc)
Sponsor-wide plan assets over time
All Independent Southern Bancshares Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 17.825969976139774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $13M |
| 2023 | 1 | 92 | $15M |
| 2024 | 1 | 101 | $15M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Max-Tech Inc. 401(k) Profit Sharing Plan in MN ($15M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Max-Tech Inc. 401(k) Profit Sharing Plan (MN) $15M · 669
- Lco 401(k) Plan (WI) $15M · 955
- Professional Building Systems, Inc. 401(k) Plan (PA) $15M · 895
- Investor Group Services, LLC 401(k) Plan (MA) $15M · 67
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Phh 401(k) Plan (TX) 101 · 0 off
- Mnl 401(k) Plan (MN) 101 · 0 off
- Sunshine Acres Retirement Plan (AZ) 101 · 0 off
- Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.