401(k) · DOL Form 5500 · 2024

First Southern Bancorp Inc 401(k) Plan

Data updated 2026-08-11

$43M
Total assets
240
Participants
82nd
Percentile by assets
$179,764
Avg per participant
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Official DOL plan name: First Southern Bancorp Inc 401(k) Plan · Sponsored by First Southern Bancorp Inc · Kentucky · Finance & Insurance

$43M in assets, 240 participants

First Southern Bancorp Inc's First Southern Bancorp Inc 401(k) Plan reported $43M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #6,221 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

First Southern Bancorp Inc 401(k) Plan covers 240 participants in Kentucky, about 37% of the average Kentucky filer (state average ~647 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY)
240
covered participants
82nd
percentile by assets (of 123,622 plans)
$179,764
avg assets per participant

Where First Southern Bancorp Inc 401(k) Plan sits by total assets

First Southern Bancorp Inc 401(k) Plan vs every filed plan by assets

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

$43,143,382 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Southern Bancorp Inc 401(k) Plan reported net income rose from $266K in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • First Southern Bancorp Inc 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • First Southern Bancorp Inc 401(k) Plan reported participants rose from 228 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. First Southern Bancorp Inc 401(k) Plan reports 240 participants - about 37% of that state average ($43M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN611129777
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Southern Bancorp Inc)

$30M$35M$40M$45M 202220232024 $35.6M $43.1M ▲ +21.1%
Total plan assets by year, all First Southern Bancorp Inc plans on file
Year Plans Participants Total Assets
2022 1 216 $36M
2023 1 228 $36M
2024 1 240 $43M

Nearby 401(k) Plans in Kentucky

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

First Southern Bancorp Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants First Southern Banco…, Total assets ($B): 0.043143382 · Participants: 240First Southern Banco…Commonspirit Health …, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) P…Lexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
First Southern Bancorp Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to First Southern Bancorp Inc 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did First Southern Bancorp Inc 401(k) Plan assets move in 2024?
First Southern Bancorp Inc 401(k) Plan grew sharply - up 20.0% during 2024, from $36M to $43M. Reported net income was $7M.
How have First Southern Bancorp Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), First Southern Bancorp Inc's sponsor-wide assets grew 21.1%, from $36M to $43M.
Where does First Southern Bancorp Inc 401(k) Plan rank by assets among Form 5500 filers?
First Southern Bancorp Inc 401(k) Plan ranks in the 82nd 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 First Southern Bancorp Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Everlaw, Inc. 401(k) Plan in CA ($43M, 435 participants).

Next read for First Southern Bancorp Inc 401(k) Plan

Filing takeaways

Ways to act on First Southern Bancorp Inc 401(k) Plan's numbers.