How many benefit plans does Cadence Bank report on Form 5500?

Cadence Bank (EIN 64-0117230) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cadence Bank?

The Employer Identification Number (EIN) reported for Cadence Bank is 64-0117230.

What is the latest Form 5500 filing year for Cadence Bank?

The latest loaded Form 5500 filing year for Cadence Bank is 2023.

Cadence Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cadence Bank (EIN 64-0117230) is a plan sponsor located in Tupelo, MS with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 64-0117230
Location: Tupelo, MS
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $1,135,142,328
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $1,135,142,328

Contributions & income

Employer contributions: $25,260,259
Participant contributions: $40,950,518
Total income / additions: $237,274,846

Expenses & distributions

Benefits paid / distributions: $160,030,450
Total expenses: $161,179,885
Net increase / (decrease): $76,094,961

Coverage

Total reported participants: 22,041
Plans with financial statements: 2
Plans with provider compensation: 3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cadence Bank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cadence 401(K) Profit-Sharing Plan	002	8,834	$797,339,076	2023
Cadence Retirement Plan And Trust Agreement	001	6,630	$337,803,252	2023
Cadence Employee Welfare Benefit Plan	510	6,577	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cadence Bank
Year	Plan	Participants	Schedules	Filing
2023	Cadence Employee Welfare Benefit Plan	6,577	C	20241011112507NAL0021754369001
2023	Cadence 401(K) Profit-Sharing Plan	8,834	H, C	20241015092304NAL0014304611001
2023	Cadence Retirement Plan And Trust Agreement	6,630	H, C	20241015101515NAL0029224897001