401(k) · DOL Form 5500 · 2024

Southern Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
542
Participants Below avg headcount
85th
Percentile by assets National rank
$99,469
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan · Sponsored by Southern Bancorp, Inc. · Arkansas · Finance & Insurance

$54M in assets, 542 participants

Southern Bancorp, Inc.'s Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan reported $54M in total assets and 542 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,562 in Finance & Insurance (8,549 peers)

Coverage in Arkansas

Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan covers 542 participants in Arkansas, about 19% of the average Arkansas filer (state average ~2,784 per filing). Assets: $54M.

#6,562
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$53,912,382 Top 15% higher than 85% 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

Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership 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. Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan sits mid-pack in the medium band (542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan end-of-year assets rose from $46M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan reported participants rose from 490 in the plan year 2023 filing to 542 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 710646525 · Southern Bancorp, Inc. PY 2024 · 401(k)

Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan · $54M · 542 · 85th

  • PART $54M
  • PART 542
  • PART 85th
  • PART 401(k)
  • PART near Boswell Engineering 401(k) Plan
  • PART ind #6562

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 Arkansas →

Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan in the asset neighbourhood

Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership PlanSouthern Bancorp 401(k) Reti…$54MBoswell Engineering 401(k) PlanBoswell Engineering 401(k) P…$54MThe Houstonian 401(k) Plan$54MNexus Retirement Plan$54MMea, Messa, Mea Financial Services Employee Deferred Compensation PlanMea, Messa, Mea Financial Se…$54M
End-of-year total assets ($M) among Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN710646525
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Bancorp, Inc.)

Sponsor-wide plan assets over time

All Southern Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 39.52415901200453% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.6M $53.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 431 $39M
2023 1 490 $46M
2024 1 542 $54M

Nearby 401(k) Plans in Arkansas

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

Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan, Total assets ($B): 0.053912382 · Participants: 542Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants

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

Outside Arkansas, the nearest 401(k) by assets is Boswell Engineering 401(k) Plan in NJ ($54M); by covered participants it is Twist Bioscience Corporation 401(k) Plan in CA (542 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (542 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 Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan assets move in 2024?
Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan grew sharply - up 17.9% during 2024, from $46M to $54M. Reported net income was $8M.
How have Southern Bancorp, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Bancorp, Inc.'s sponsor-wide assets grew 39.5%, from $39M to $54M.
Where does Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan ranks in the 85th 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 Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan?
Among 401(k) plans in other states, the closest by assets is Boswell Engineering 401(k) Plan in NJ ($54M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan?
Among 401(k) plans in other states, the closest by covered participants is Twist Bioscience Corporation 401(k) Plan in CA (542 participants, $32M in assets).