401(k) · DOL Form 5500 · 2024

Sutton Bank 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
178
Participants Small participant base
90th
Percentile by assets National rank
$503,983
Avg per participant High balance/head
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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.

  • #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.

#7,169
in Finance & Insurance (8,549 peers)
+8.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sutton Bank Employee Stock Ownership & 401(k) Plan's outsized position 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

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

Sutton Bank Employee Stock Ownership & 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. Sutton Bank Employee Stock Ownership & 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Plan-year Form 5500 strip

Filing strip 344369660 · Sutton Bank PY 2024 · 401(k)

Sutton Bank Employee Stock Ownership & 401(k) Plan · $90M · 178 · 90th

  • BOOK $90M
  • VS-ST 178
  • BOY 90th
  • SCH 401(k)
  • EBSA near Hme Retirement Savings Plan
  • PART ind #7169

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 Ohio →

Sutton Bank Employee Stock Ownership & 401(k) Plan in the asset neighbourhood

The Ashgrove Holdings 401(k) PlanThe Ashgrove Holdings 401(k)…$90MAmeritas Agent 401(k) Retirement PlanAmeritas Agent 401(k) Retire…$90MHme Retirement Savings Plan$90MSutton Bank Employee Stock Ownership & 401(k) PlanSutton Bank Employee Stock O…$90MSymbotic LLC 401(k) Plan$90M
End-of-year total assets ($M) among Sutton Bank Employee Stock Ownership & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$90M
Net Income$7M
Employer EIN344369660
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutton Bank)

Sponsor-wide plan assets over time

All Sutton Bank plans reported in each filing year

Latest sponsor-wide plan assets
$90M 41.04692864425966% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.6M $89.7M ▲ +41.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sutton Bank Employee Stock Ownership & 401(k) Plan, Total assets ($B): 0.089708889 · Participants: 178Sutton Bank Employee Stock Ownership & 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Sutton Bank Employee Stock Ownership & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sutton Bank Employee Stock Ownership & 401(k) Plan side-by-side with 3 peers →

Sutton Bank Employee Stock Ownership & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hme Retirement Savings Plan in CA ($90M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 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).
Which 401(k) plans cover a similar participant headcount to Sutton Bank Employee Stock Ownership & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants, $2M 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 344369660.

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.