Defined Benefit (Pension) · DOL Form 5500 · 2024
Regions Financial Corporation Pension Plan
Data updated 2026-08-25
- $708M
- Total assets Above avg plan size
- 2,240
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $316,132
- Avg per participant High balance/head
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.
- #8,227 in Finance & Insurance (8,549 peers)
Coverage in Alabama
Regions Financial Corporation Retirement Plan for Associates covers 2,240 participants in Alabama, 6.2x the typical Alabama plan (state average ~360 per filing). Assets: $708M.
- #8,227
- in Finance & Insurance (8,549 peers)
- -1.1%
- assets change YoY
- 7.1×
- vs typical plan assets (national mean)
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.
Regions Financial Corporation Retirement Plan for Associates's outsized position by total assets
Regions Financial Corporation Retirement Plan for Associates vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$708,134,818 Top 2% higher than 98% 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
Regions Financial Corporation Retirement Plan for Associates's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regions Financial Corporation Retirement Plan for Associates lands in the large band (2,240 participants).
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.
DOL schedule card
Filing strip 630589368 · Regions Financial Corporation PY 2024 · Defined Benefit (Pension)
Regions Financial Corporation Retirement Plan for Associates · $708M · 2,240 · 98th
- BOOK $708M
- BOOK 2,240
- BOOK 98th
- BOOK Defined Benefit (Pension)
- BOOK near Permanente Physicians Retirement Plan
- BOOK ind #8227
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 Alabama →
Regions Financial Corporation Retirement Plan for Associates in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Regions Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 14.74174429212496% vs 2022
- 2024 filing year
| 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 $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
Regions Financial Corporation Retirement Plan for Associates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Permanente Physicians Retirement Plan in OR ($711M); by covered participants it is Ohio Farmers Insurance Company Pension Plan in OH (2,247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($708M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,240 participants); asset peers above are excluded.
- Ohio Farmers Insurance Company Pension Plan (OH) 2,247 · 7 off
- American United Life Insurance Company Employees Retirement Plan and Trust (IN) 2,247 · 7 off
- Electrical Construction Industry Pension Plan (WI) 2,233 · 7 off
- Local Union No. 124 I. B. E. W. Pension Trust Fund (MO) 2,230 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.