Trustmark 401(k) and pension plans

Trustmark Corporation, Jackson, MS. EIN 64-0471500. Annual reports 2009–2024. Also filed as Banctrust Financial Group, Inc.; Banctrust Financial Group, Inc.

Trustmark Corporation has one active retirement plan on file, the Trustmark 401(k) Plan, with 3,149 participants and $398 million in assets in 2024. Empower has been its recordkeeper since 2015.

Active plans: 1
Participants: 3,149
Plan assets: $398 million
401(k) recordkeeper: Empower
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Trustmark 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 64-0471500
Participants (2024): 3,149
Net assets (2024): $398 million
Recordkeeper: Empower2015–2024
Plan administrator: Trustmark Corporation
244 E. Capitol Street
Jackson, MS 39201
(601) 208-7671As filed for 2024
In effect since: January 1, 1964

Earlier sponsor: Banctrust Financial Group, Inc. (2009–2012).

Earlier plan names: The Peoples Banctrust Company, Inc. Employee Stock Ownership Plan; Banctrust Financial Group, Inc. Employee Savings and Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,149	$398 million	Empower
2023	3,357	$385 million	Empower
2022	3,312	$345 million	Empower
2021	3,257	$419 million	Empower
2020	3,313	$371 million	Empower
2019	3,302	$340 million	Empower
2018	3,293	$276 million	Empower
2017	3,284	$291 million	Empower
2016	3,237	$243 million	Empower
2015	3,479	$229 million	Empower
2014	3,567	$239 million	not listed
2013	507	$953,539	not listed
2012	502	$22.0 million	not listed
2011	629	$19.8 million	not listed
2010	660	$20.8 million	not listed
2009	34	$13,057	not listed

Trustmark Capital Accumulation Plan

Pension (defined benefit)Merged

Merged. In 2017 its assets moved to the Trustmark Corporation Pension Plan for Certain Employees of Acquired Financial Institutions (EIN 64-0471500, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 64-0471500
Participants (2016): 1,947
Net assets (2016): $50.7 million
Plan administrator: Trustmark Corporation
248 East Capitol Street
Jackson, MS 39201
(601) 208-7671As filed for 2017
In effect since: November 1, 1951

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	1,947	$50.7 million	not listed
2015	2,188	$74.1 million	not listed
2014	2,334	$86.3 million	not listed
2013	2,462	$86.7 million	not listed
2012	2,585	$76.7 million	not listed
2011	2,710	$72.3 million	not listed
2010	2,817	$77.8 million	not listed
2009	2,952	$74.1 million	not listed

Retirement Plan for Employees of Banctrust Financial Group, Inc.

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number: 005Employer EIN 64-0471500
Participants (2013): 545
Net assets (2013): $39.4 million
Plan administrator: Trustmark Corporation
248 East Capitol Street
Jackson, MS 39201
(601) 208-7671As filed for 2014
In effect since: December 31, 1973

Earlier sponsor: Banctrust Financial Group, Inc. (2009–2012).

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	545	$39.4 million	not listed
2012	590	$39.0 million	not listed
2011	606	$36.2 million	not listed
2010	606	$29.7 million	not listed
2009	625	$25.8 million	not listed

The Peoples Banctrust Company, Inc. 401K Plan

401(k)Closed

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 64-0471500
Participants (2012): 223
Net assets (2012): $5.1 million
Recordkeeper: OneAmerica2009–2013
Plan administrator: Trustmark Corporation
248 East Capitol Street
Jackson, MS 39201
(601) 208-7671As filed for 2013
In effect since: January 1, 1998

Earlier sponsor: Banctrust Financial Group, Inc. (2009–2012).

Earlier plan names: The Peoples Banctrust Company, Inc. Smart 401K Plan.

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	OneAmerica
2012	223	$5.1 million	OneAmerica
2011	252	$4.5 million	OneAmerica
2010	252	$4.3 million	OneAmerica
2009	252	$4.0 million	OneAmerica

If you had money in one of these plans

Call Empower (empower.com), which runs the Trustmark 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((601) 208-7671). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Trustmark 401(k) Plan

Trustmark Capital Accumulation Plan

Retirement Plan for Employees of Banctrust Financial Group, Inc.

The Peoples Banctrust Company, Inc. 401K Plan

If you had money in one of these plans

What these numbers are

Other employers in MS