401(k) · DOL Form 5500 · 2024

Sutton Bank 401(k) Plan

Data updated 2026-08-11

$90M
Total assets: 178
Participants: 90th
Percentile by assets: $503,983
Avg per participant

Official DOL plan name: Sutton Bank Employee Stock Ownership & 401(k) Plan · Sponsored by Sutton Bank · Ohio · Finance & Insurance

$90M in assets, 178 participants

Sutton Bank's Sutton Bank Employee Stock Ownership & 401(k) Plan reported $90M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 123,622 plans)
#7,169 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Sutton Bank Employee Stock Ownership & 401(k) Plan covers 178 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $90M.

$90M
total plan assets (2024 EOY): 178
covered participants: 90th
percentile by assets (of 123,622 plans): $503,983
avg assets per participant

Where Sutton Bank Employee Stock Ownership & 401(k) Plan sits by total assets

Sutton Bank Employee Stock Ownership & 401(k) Plan vs every filed plan by assets

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

$89,708,889 Top 10% higher than 90% 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

Sutton Bank Employee Stock Ownership & 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Sutton Bank Employee Stock Ownership & 401(k) Plan reported participants rose from 158 in the plan year 2023 filing to 178 in the plan year 2024 filing.
Sutton Bank Employee Stock Ownership & 401(k) Plan end-of-year assets rose from $83M in the plan year 2023 filing to $90M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Sutton Bank Employee Stock Ownership & 401(k) Plan reports 178 participants - about 23% of that state average ($90M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$83M
Net Assets (End of Year)	$90M
Net Income	$7M
Employer EIN	344369660
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sutton Bank)

Total plan assets by year, all Sutton Bank plans on file

Year	Plans	Participants	Total Assets
2022	1	124	$64M
2023	1	158	$83M
2024	1	178	$90M

Nearby 401(k) Plans in Ohio

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

Sutton Bank Employee Stock Ownership & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Sutton Bank Employee Stock Ownership & 4… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sutton Bank Employee Stock Ownership & 401(k) Plan by total assets, not by location.

Hme Retirement Savings Plan (CA) $90M · 814
Symbotic LLC 401(k) Plan (MA) $90M · 1,216
Ameritas Agent 401(k) Retirement Plan (NE) $90M · 436
The Ashgrove Holdings 401(k) Plan (VA) $90M · 1,027

Frequently Asked Questions

How did Sutton Bank Employee Stock Ownership & 401(k) Plan assets move in 2024? ▼

Sutton Bank Employee Stock Ownership & 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $83M to $90M. Reported net income was $7M.

How have Sutton Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sutton Bank's sponsor-wide assets grew 41.0%, from $64M to $90M.

Where does Sutton Bank Employee Stock Ownership & 401(k) Plan rank by assets among Form 5500 filers? ▼

Sutton Bank Employee Stock Ownership & 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Sutton Bank Employee Stock Ownership & 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hme Retirement Savings Plan in CA ($90M, 814 participants).

Next read for Sutton Bank Employee Stock Ownership & 4…

Filing takeaways

Ways to act on Sutton Bank Employee Stock Ownership & 401(k) Plan's numbers.

By total assets, Sutton Bank Employee Stock Ownership & 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Sutton Bank's sponsor-wide assets have grown 41.0% 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 344369660.