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Regions Bank

Matched across 14 name variants in the filings

Regions Bank summary

Regions Bank appears on 133 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $18.3B in assets for 379,986 participants. The median client plan holds $26.7M. Most client plans are sponsored in AL, MS and LA. The largest clients by plan assets are Board of Trustees - Southern Electrical Retirement Fund, Graybar Electric Company, Inc. and Oasis Outsourcing Holdings, Inc.. Plans reported $6.6M in direct and indirect compensation paid to Regions Bank. The median is $35K per plan.

Participants
379,986
Median plan assets
$26.7M
Median plan participants
571
Median fees per plan
$35K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees - Southern Electrical Retirement FundTN$2.5B28,803
Graybar Electric Company, Inc.MO$2.3B12,743
Oasis Outsourcing Holdings, Inc.FL$2.3B115,107
Board of Trustees of the Southern District Ubc Defined Contribution FuTN$1.4B42,841
Board of Trustees Indiana State Council of Carpenters Pension FundMI$1.4B17,170
Blue Cross and Blue Shield of AlabamaAL$735M2,270
Atlanta Plumbers & Steamfitters Pension FundFL$493M5,369
Trustees of Iue- CWA AFL-CIO Pension FundNY$483M11,381
Galliano Marine Service, L.L.C.LA$426M5,191
Hargrove Holding Company, Inc.AL$300M3,187
Board of Trustees Central Illinois Carpenters Retirement Savings FundIL$255M8,248
Hargrove and Associates, Inc.AL$251M3,154
Your Retirement Savings Plan CompanyMS$241M13,433
LT Corporation, Inc.MS$208M714
Trustees - U. A. Local Union No. 614 Pension PlanTN$204M1,978
Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens FundIN$198M3,604
Guardian Pharmacy Services Management, LLCGA$195M3,883
Regency CentersFL$191M691
Sonesta International Hotels CorporationMA$188M6,543
A.f.of L.-A.G.C. Building Trades PensionAL$185M2,321
Plumbers & Steamfitters Local 150 Pension FundTN$183M1,221
Martin Resource Management CorporationTX$154M2,442
The RMR Group LLCMA$154M1,186
Diodes, IncorporatedTX$142M660
HHS Human Capital, Inc.TX$140M1,241

Top client states

  • AL30 plans
  • MS16 plans
  • LA15 plans
  • TX15 plans
  • TN13 plans

Frequently asked questions

Who uses Regions Bank?
133 retirement plans list Regions Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees - Southern Electrical Retirement Fund, Graybar Electric Company, Inc., Oasis Outsourcing Holdings, Inc., Board of Trustees of the Southern District Ubc Defined Contribution Fu and Board of Trustees Indiana State Council of Carpenters Pension Fund. Most client plans are sponsored in AL, MS and LA.
How many plans does Regions Bank serve?
Regions Bank serves 133 retirement plans with $18.3B in plan assets and 379,986 participants, based on the latest Form 5500 filings through 2024.
What does Regions Bank charge?
Plans reported $6.6M in total Schedule C compensation paid to Regions Bank. The median plan paid $35K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served133-7 YoYRank #151 of mapped providers
Assets under administration$18.3B0.0%Rank #946 by share of filed assets
Fees received$7MMedian $35,000/planSum across Schedule C direct + indirect
Net wins YoY-614 won - 20 lostPlan-level switch detection

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