Defined Benefit (Pension) · DOL Form 5500 · 2024

Cadence Bank Pension Plan

Data updated 2026-08-25

$341M
Total assets Above avg plan size
5,242
Participants Above avg headcount
96th
Percentile by assets National rank
$65,133
Avg per participant Low balance/head
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Official DOL plan name: Cadence Retirement Plan and Trust Agreement · Sponsored by Cadence Bank · Mississippi · Finance & Insurance

$341M in assets, 5,242 participants

Cadence Bank's Cadence Retirement Plan and Trust Agreement reported $341M in total assets and 5,242 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,997 in Finance & Insurance (8,549 peers)

Coverage in Mississippi

Cadence Retirement Plan and Trust Agreement covers 5,242 participants in Mississippi, 14x the typical Mississippi plan (state average ~366 per filing). Assets: $341M.

#7,997
in Finance & Insurance (8,549 peers)
+1.1%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Cadence Retirement Plan and Trust Agreement's outsized position by total assets

Cadence Retirement Plan and Trust Agreement vs every filed plan by assets

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

$341,427,361 Top 4% higher than 96% 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

Cadence Retirement Plan and Trust Agreement'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. Cadence Retirement Plan and Trust Agreement lands in the large band (5,242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cadence Retirement Plan and Trust Agreement reported net income rose from -$4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cadence Retirement Plan and Trust Agreement reported participants rose from 4,758 in the plan year 2023 filing to 5,242 in the plan year 2024 filing.
  • Cadence Retirement Plan and Trust Agreement end-of-year assets rose from $338M in the plan year 2023 filing to $341M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640117230 · Cadence Bank PY 2024 · Defined Benefit (Pension)

Cadence Retirement Plan and Trust Agreement · $341M · 5,242 · 96th

  • TYPE $341M
  • TYPE 5,242
  • TYPE 96th
  • TYPE Defined Benefit (Pension)
  • TYPE near A&e Television Networks, LLC. Retirement Plan
  • TYPE ind #7997

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 Mississippi →

Cadence Retirement Plan and Trust Agreement in the asset neighbourhood

Westchester Heavy Construction Laborers Local 60 Pension FundWestchester Heavy Constructi…$342MSumitomo Mitsui Banking Corporation Retirement PlanSumitomo Mitsui Banking Corp…$342MCadence Retirement Plan and Trust AgreementCadence Retirement Plan and …$341MA&e Television Networks, LLC. Retirement PlanA&e Television Networks, LLC…$341MRetirement Income Plan for the Employees of National Railroad Passenger CorporationRetirement Income Plan for t…$341M
End-of-year total assets ($M) among Cadence Retirement Plan and Trust Agreement and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$338M
Net Assets (End of Year)$341M
Net Income$4M
Employer EIN640117230
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cadence Bank)

Sponsor-wide plan assets over time

All Cadence Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 9.39790297406027% vs 2022
2024 filing year
$1.05B$1.1B$1.15B$1.2B 202220232024 $1.06B $1.16B ▲ +9.4%
Year Plans Participants Total Assets
2022 2 10,427 $1.1B
2023 2 11,336 $1.1B
2024 2 11,359 $1.2B

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cadence Retirement Plan and Trust Agreement vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0200040006000 0200400600800 Total assets ($M) Participants Cadence Retirement Plan and Trust Agreement, Total assets ($M): 341.427361 · Participants: 5242Cadence Retirement Plan and Trust AgreementHancock Whitney Corporation Pension Plan, Total assets ($M): 734.511636 · Participants: 1627Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 445.642648 · Participants: 1529Sfb Casualty Ins Co Retirement PlanSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 222.334772 · Participants: 628Southern Farm Bureau Life Insurance Company Retirement PlanPension Plan for Employees of Central Service Association, Total assets ($M): 186.863041 · Participants: 473Pension Plan for Employees of Central Service AssociationModine Manufacturing Company Frozen Pension Plan, Total assets ($M): 150.219443 · Participants: 787Modine Manufacturing Company Frozen Pension Plan
Cadence Retirement Plan and Trust Agreement vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Cadence Retirement Plan and Trust Agreement side-by-side with 3 peers →

Scale composition for Cadence Retirement Plan and Trust Agreement

Cadence Retirement Plan and Trust Agreement reports $341M in end-of-year assets across 5,242 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $65,133 per participant (47% of the national average assets-per-participant) . Net income for plan year 2024 was $4M.

This plan identity (EIN 640117230, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $342M to $341M (-0.1%) while covered participants moved from 3,874 to 5,242 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 3,874 $342M Open filing
2023 4,758 $338M Open filing
2024 · index core 5,242 $341M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Cadence Retirement Plan and Trust Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is A&e Television Networks, LLC. Retirement Plan in NY ($341M); by covered participants it is Excavators Union Local 731 Pension Fund in NY (5,257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,242 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 Cadence Retirement Plan and Trust Agreement assets move in 2024? ▼
Cadence Retirement Plan and Trust Agreement edged up modestly - up 1.1% during 2024, from $338M to $341M. Reported net income was $4M.
How have Cadence Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cadence Bank's sponsor-wide assets grew 9.4%, from $1.1B to $1.2B.
Where does Cadence Retirement Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Cadence Retirement Plan and Trust Agreement ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cadence Retirement Plan and Trust Agreement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is A&e Television Networks, LLC. Retirement Plan in NY ($341M, 473 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cadence Retirement Plan and Trust Agreement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Excavators Union Local 731 Pension Fund in NY (5,257 participants, $3.0B in assets).

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 640117230.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.