My Plan Facts

Employers › Mississippi

Employer · plans filed under one EIN

Renasant Bank

Tupelo, MS · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$407Mnet assets across plans
4,270participant records3,135 active
$9.4Memployer contributions, latest plan years$3,007 per active record
$338KSchedule C compensation to organisations$79.08 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Renasant Bank's employer identification number (Tupelo, Mississippi). Their latest filings total 4,270 participant records and $407M in net assets.

The largest is Renasant Bank 401(k) Plan, a 401(k) plan with 3,926 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $9.4M and participant contributions $17.6M in the latest plan years; benefits paid were $40.0M. Schedule C compensation reported to service provider organisations totalled $338K.

Combined net assets moved from $58.3M in 2009 to $407M in 2025 (up 598%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Renasant Bank 401(k) Plan401(k) plan20253,926$388M$98,707$3,065$295K
Renasant Bank Amended and Restated Pension Plandefined benefit pension plan2025344$19.6M$56,956—$42K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $58.3M2010: $67.8M2011: $73.3M2012: $84.6M2013: $122M2014: $136M2015: $151M2016: $181M2017: $211M2018: $208M2019: $266M2020: $312M2021: $344M2022: $281M2023: $316M2024: $339M2025: $407M$58.3M$407M200920122016202020242025
Combined net assets
2009: 1,3862010: 1,5892011: 1,5792012: 1,5942013: 2,2852014: 2,1612015: 2,7852016: 2,9302017: 3,1522018: 3,3292019: 3,5572020: 3,6222021: 3,5802022: 3,5052023: 3,4852024: 3,3942025: 4,2701,3864,270200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202524,270$407M$9.4M$17.6M
202423,394$339M$7.6M$14.0M
202323,485$316M$6.8M$13.4M
202223,505$281M$7.0M$12.9M
202123,580$344M$12.1M$13.1M
202023,622$312M$18.1M$13.1M
201923,557$266M$15.5M$11.2M
201823,329$208M$12.7M$9.1M
201723,152$211M$11.9M$7.8M
201622,930$181M$10.5M$7.6M
201522,785$151M$9.2M$6.2M
201422,161$136M$7.2M$5.0M
201322,285$122M$5.4M$4.0M
201221,594$84.6M$4.8M$3.3M
201121,579$73.3M$4.2M$2.9M
201021,589$67.8M$3.3M$2.5M
200921,386$58.3M$3.7M$2.6M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance Company—1$259,190
Aon Consulting, Inc.Actuarial1$42,466
Empower Advisory Group, LLCInvestment management1$35,997

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Company$259K
Aon Consulting, Inc.$42K
Empower Advisory Group, LLC$36K

Questions and answers

How many retirement plans does Renasant Bank have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Renasant Bank 401(k) Plan and Renasant Bank Amended and Restated Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Renasant Bank contribute to its plans?

$9,427,541 in employer contributions across these plans in their latest plan years, about $3,007 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Company, Aon Consulting, Inc. and Empower Advisory Group, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.