Defined Benefit (Pension) · DOL Form 5500 · 2024
Regions Financial Corporation Pension Plan
Data updated 2026-07-24
- $708M
- Total assets
- 2,240
- Participants
- 98th
- Percentile by assets
- $316,132
- Avg per participant
Official DOL plan name: Regions Financial Corporation Retirement Plan for Associates · Sponsored by Regions Financial Corporation · Alabama · Finance & Insurance
$708M in assets, 2,240 participants
Regions Financial Corporation's Regions Financial Corporation Retirement Plan for Associates reported $708M in total assets and 2,240 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Alabama
Regions Financial Corporation Retirement Plan for Associates covers 2,240 participants in Alabama, 6.1x the typical Alabama plan (state average ~369 per filing). Assets: $708M.
- $708M
- total plan assets (2024 EOY)
- 2,240
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $316,132
- avg assets per participant
The plan reported a net loss of $8M 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 for Associates reported net income fell from $16M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Regions Financial Corporation Retirement Plan for Associates reported participants fell from 2,395 in the plan year 2023 filing to 2,240 in the plan year 2024 filing.
- Regions Financial Corporation Retirement Plan for Associates end-of-year assets fell from $716M in the plan year 2023 filing to $708M in the plan year 2024 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 369 participants across 1,507 plans. Regions Financial Corporation Retirement Plan for Associates reports 2,240 participants - 6.1x that state average ($708M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $716M |
|---|---|
| Net Assets (End of Year) | $708M |
| Net Income | -$8M |
| Employer EIN | 630589368 |
| Plan Effective Date | 2016-01-01 |
| 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 for Associates vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- 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 for Associates by total assets, not by location.
- Permanente Physicians Retirement Plan (OR) $711M · 754
- Yum Brands Retirement Plan (KY) $711M · 2,572
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries (NJ) $712M · 1,488
- San Jose Market Pension Plan (TN) $704M · 1,138
Frequently Asked Questions
How did Regions Financial Corporation Retirement Plan for Associates assets move in 2024? ▼
How have Regions Financial Corporation plan assets changed over time? ▼
Where does Regions Financial Corporation Retirement Plan for Associates rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Regions Financial Corporation Retirement Plan for Associates? ▼
Next read for Regions Financial Corporation Retirement…
Filing takeaways
Ways to act on Regions Financial Corporation Retirement Plan for Associates's numbers.
- By total assets, Regions Financial Corporation Retirement Plan for Associates ranks in the top 5% of all filed plans by assets. 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.