BANCORPSOUTH BANK
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-2 YoYRank #2979 of mapped providers
Assets under administration$34M0.0%Market share · rank #8938
Fees received$66,693Median $14,754/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BANCORPSOUTH BANK plan look like?
Service mix · median fees per plan
Count of plans where BANCORPSOUTH BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 3 | $16,539 | |
Other commissionsCode 55 | 1 | $12,969 |
Competitor overlap
Percent of BANCORPSOUTH BANK's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BANCORPSOUTH BANK.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BANCORPSOUTH BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
FRANKLIN CORPORATIONMS · 640478766-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $12M |
FORETRAVEL, INC.TX · 751285394-002 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SEALY AND COMPANY LLCLA · 264119834-001 | $14M | 150 | $16,539 | 3y | - |
HERRING GAS COMPANY, INC.MS · 640338183-001 | $11M | 351 | $29,515 | 9y | - |
VICTORY MARKETING, LLCMS · 640923886-001 | $5M | 1,128 | $12,969 | 9y | 1 |
FORETRAVEL, INC.TX · 751285394-002 | $4M | 199 | $7,670 | 2y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into BANCORPSOUTH BANK.
- BANCORPSOUTH
- BANCORPSOUTH ASSE MGMT & TRUST
- BANCORPSOUTH ASSET MANAGEMENT
- BANCORPSOUTH ASSET MGMT & TRUST
- BANCORPSOUTH BANK
- BANCORPSOUTH WEALTH MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BANCORPSOUTH BANK's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BANCORPSOUTH BANK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent