· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLEVELAND STATE BANK — CLEVELAND STATE BANK PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250624144645NAL0006970529001
CLEVELAND STATE BANK
Form 5500-SF
FILING_RECEIVED
CLEVELAND STATE BANK PENSION PLAN
Defined-benefit pension plan
Active participants
48
Accounts w/ balance
—
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLEVELAND STATE BANK
.
Find decision makers
Plan sponsor
Name
CLEVELAND STATE BANK
EIN
64-0137210
Address
P. O. BOX 1000 · CLEVELAND, MS · 38732
Phone
(662) 843-9461
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
CITIZENS NATIONAL BANK OF CHEBOYGAN
CITIZENS NATIONAL BANK OF CHEBOYGAN EMPLOYEES 401(K) PLAN
$6.9M · 76 participants
THE BANK OF ELK RIVER
THE BANK OF ELK RIVER 401(K) PLAN
$6.9M · 90 participants
KANDI BANC SHARES, INC.
KANDI BANC SHARES, INC. 401(K) PROFIT SHARING PLAN
$6.9M · 35 participants
FIRST COMMUNITY BANK
EMPLOYER RETIREMENT SAVINGS PLAN OF FIRST COMMUNITY BANK
$6.9M · 67 participants
FIRST NEIGHBOR BANK NA
THE FIRST NATIONAL BANK IN TOLEDO PROFIT SHARING
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$6.9M · 114 participants
SOONER STATE BANK
SAVINGS INCENTIVE & PROFIT SHARING TRUST OF SOONER STATE BANK
$6.9M · 57 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
