Defined Benefit (Pension) · DOL Form 5500 · 2024
Regions Financial Corporation Pension Plan
Data updated 2026-07-24
- $1.2B
- Total assets
- 282
- Participants
- 99th
- Percentile by assets
- $4.1M
- Avg per participant
Official DOL plan name: Regions Financial Corporation Retirement Plan · Sponsored by Regions Financial Corporation · Alabama · Finance & Insurance
$1.2B in assets, 282 participants
Regions Financial Corporation's Regions Financial Corporation Retirement Plan reported $1.2B in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Where Regions Financial Corporation Retirement Plan sits by assets
Regions Financial Corporation Retirement Plan sits among the largest 1% of all filed plans, $1.2B for 282 participants (~$4.1M/participant), down 6.6% in 2024.
- $1.2B
- total plan assets (2024 EOY)
- 282
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $4.1M
- avg assets per participant
The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Regions Financial Corporation Retirement Plan reported net income fell from -$1M in the plan year 2023 filing to -$81M in the plan year 2024 filing.
- Regions Financial Corporation Retirement Plan end-of-year assets fell from $1.2B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Regions Financial Corporation Retirement Plan reported participants fell from 292 in the plan year 2023 filing to 282 in the plan year 2024 filing.
Regions Financial Corporation Retirement Plan vs the 2024 asset distribution
By assets, Regions Financial Corporation Retirement Plan outranks 99% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 12x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$81M |
| Employer EIN | 630589368 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regions Financial Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,790 | $4.4B |
| 2023 | 3 | 23,420 | $4.8B |
| 2024 | 3 | 23,305 | $5.1B |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Regions Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
- Alabama Farmers Federation and Affiliated Companies Retirement Plan $460M · 871
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Regions Financial Corporation Retirement Plan by total assets, not by location.
- Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. (TX) $1.2B · 1,798
- Northern California Pipe Trades Pension Plan (CA) $1.1B · 2,358
- Iron Workers District Council of So Oh & Vicinity Pension Trust (OH) $1.2B · 3,250
- Transocean U.S. Retirement Plan () $1.2B · 923
Frequently Asked Questions
How did Regions Financial Corporation Retirement Plan assets move in 2024? ▼
How have Regions Financial Corporation plan assets changed over time? ▼
Where does Regions Financial Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Regions Financial Corporation Retirement Plan? ▼
Next read for Regions Financial Corporation Retirement…
Scale reading
Ways to act on Regions Financial Corporation Retirement Plan's numbers.
- By total assets, Regions Financial Corporation Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
- Regions Financial Corporation's sponsor-wide assets have grown 14.7% since 2022 across 3 plan years on file. More Finance & Insurance plans
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 630589368.
Read our methodology - how this data is sourced, computed, and verified.