401(k) · DOL Form 5500 · 2024

Oakworth Capital Bank 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
156
Participants Small participant base
71st
Percentile by assets National rank
$133,922
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oakworth Capital Bank 401(k) Plan · Sponsored by Oakworth Capital Bank · Alabama · Finance & Insurance

$21M in assets, 156 participants

Oakworth Capital Bank's Oakworth Capital Bank 401(k) Plan reported $21M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,816 in Finance & Insurance (8,549 peers)

Coverage in Alabama

Oakworth Capital Bank 401(k) Plan covers 156 participants in Alabama, about 43% of the average Alabama filer (state average ~360 per filing). Assets: $21M.

#4,816
in Finance & Insurance (8,549 peers)
+32.3%
assets growth YoY

Oakworth Capital Bank 401(k) Plan's outsized position by total assets

Oakworth Capital Bank 401(k) Plan vs every filed plan by assets

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

$20,891,859 Top 29% higher than 71% 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

Oakworth Capital Bank 401(k) 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. Oakworth Capital Bank 401(k) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakworth Capital Bank 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Oakworth Capital Bank 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Oakworth Capital Bank 401(k) Plan reported participants rose from 140 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261866970 · Oakworth Capital Bank PY 2024 · 401(k)

Oakworth Capital Bank 401(k) Plan · $21M · 156 · 71st

  • PART $21M
  • TYPE 156
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Anomatic Corporation Employee Retirement Savings Plan
  • BOY ind #4816

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 →

Oakworth Capital Bank 401(k) Plan in the asset neighbourhood

Oakworth Capital Bank 401(k) PlanOakworth Capital Bank 401(k)…$21MAnomatic Corporation Employee Retirement Savings PlanAnomatic Corporation Employe…$21MFedgeek 401(k) Plan$21MThe American Legion Employees Salary Savings PlanThe American Legion Employee…$21MMetglas, Inc. 401(k) Plan$21M
End-of-year total assets ($M) among Oakworth Capital Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN261866970
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakworth Capital Bank)

Sponsor-wide plan assets over time

All Oakworth Capital Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 73.58472490640222% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12M $20.9M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 120 $12M
2023 1 140 $16M
2024 1 156 $21M

Nearby 401(k) Plans in Alabama

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

Oakworth Capital Bank 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Oakworth Capital Bank 401(k) Plan, Total assets ($B): 0.020891859 · Participants: 156Oakworth Capital Bank 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Oakworth Capital Bank 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Oakworth Capital Bank 401(k) Plan side-by-side with 3 peers →

Oakworth Capital Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Anomatic Corporation Employee Retirement Savings Plan in OH ($21M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Oakworth Capital Bank 401(k) Plan assets move in 2024? ▼
Oakworth Capital Bank 401(k) Plan surged - up 32.3% during 2024, from $16M to $21M. Reported net income was $5M.
How have Oakworth Capital Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakworth Capital Bank's sponsor-wide assets grew 73.6%, from $12M to $21M.
Which 401(k) plans are similar in size to Oakworth Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anomatic Corporation Employee Retirement Savings Plan in OH ($21M, 830 participants).
Which 401(k) plans cover a similar participant headcount to Oakworth Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A 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 261866970.

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.