How big is Bancplus Corporation's plan?

Bancplus Corporation's plan reported $164.7M in assets and 1,064 participants for 2024.

Original filing (PDF)20250625120017NAL0004704563001

Bancplus Corporation

Name: Bancplus Corporation — Bancplus Corporation Employee, Form 5500 (2024)
Creator: Bancplus Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions

401(k) retirement plan · Bancplus Corporation's Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions held $164.7M in plan assets for 1,064 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Signals · 2

58% in single holding58% employer stock

Active participants

1,064

Accounts w/ balance

1,433

Plan assets (EOY)

$164.7M

Net assets (EOY)

$164.7M

People on this filing

LISA McDaniel signed Bancplus Corporation's 2024 Form 5500 as plan administrator.

LISA McDaniel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bancplus Corporation's EIN is 64-0655312.

EIN 64-0655312

Plan number 001

Plan year 2024

ACK ID 20250625120017NAL0004704563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bancplus Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bancplus Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, an ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANCPLUS CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

58% of assets in employer securities (concentration risk).

Plan sponsor

Name

BANCPLUS CORPORATION

EIN

all filings

Address

1068 HIGHLAND COLONY PKWY · RIDGELAND, MS · 39157

Phone

(601) 898-4465

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2I · Stock bonus

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$119K	—

Investments

31 direct securities · 1 pooled fund· $164.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Stocks

$95.3M

1 holding

Other securities

$40.7M

10 holdings

Mutual Funds

$10.7M

16 holdings

Common Collective Trusts

$7.6M

2 holdings

Cash / Money Market

$6.4M

1 holding

Common Collective Trust

$3.1M

1 holding

Bonds / Notes

$791K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Goldman Sachs$7.6M Fidelity$7.3M Vanguard$4.9M Invesco$4.3M MetLife$3.1M American Funds (Capital Group)$991K Neuberger Berman$916K PIMCO$487K BlackRock / iShares$310K

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					% of plan
BancPlus Corporation common stock 1,454,243 shares	Common Stocks	—	$32.2M	$95.3M	57.8%
BankPlus Wealth Management BankPlus Wealth Mgmt Growth N/A	Other securities	—	—	$13.0M	7.9%
BankPlus Wealth Management BankPlus Wealth Mgmt Aggressive N/A	Other securities	—	—	$11.6M	7.0%
Fidelity 500 Index Fund N/A	Common Collective Trusts	—	—	$7.3M	4.4%
BankPlus Wealth Management BankPlus Wealth Mgmt Mod Growth N/A	Other securities	—	—	$7.1M	4.3%
Money Market Mutual Fund Goldman Sachs Financial Square Government Fund	Cash / Money Market	—	$6.4M	$6.4M	3.9%
BankPlus Wealth Management BankPlus Wealth Mgmt Cons Growth N/A	Other securities	—	—	$5.9M	3.6%
Invesco Qqq Trust N/A	Mutual Funds	—	—	$4.3M	2.6%
STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$3.1M	1.9%
Vanguard Mid Cap ETF N/A	Mutual Funds	—	—	$2.2M	1.3%
Vanguard Small Cap ETF N/A	Mutual Funds	—	—	$2.0M	1.2%
Goldman Sachs Goldman Sachs GQG Partners Int'l N/A	Other securities	—	—	$1.2M	0.7%
Neuberger Berman Neuberger Berman Large Cap Value N/A	Other securities	—	—	$916K	0.6%
Notes receivable from participants, payable * semimonthly 2025-2030 5.25%-10.50% N/A	Bonds / Notes	—	—	$791K	0.5%
BankPlus Wealth Management BankPlus Wealth Mgmt Conservative N/A	Other securities	—	—	$693K	0.4%
Pimco Income Fund N/A	Mutual Funds	—	—	$487K	0.3%
Vanguard Emerging Markets ETF N/A	Mutual Funds	—	—	$453K	0.3%
Blackrock Ishares MSCI EAFE Index Fund N/A	Common Collective Trusts	—	—	$310K	0.2%
Vanguard Total Bond Market ETF N/A	Mutual Funds	—	—	$226K	0.1%
American Funds American Fund TD 2035 N/A	Mutual Funds	—	—	$219K	0.1%
American Funds American Fund TD 2030 N/A	Mutual Funds	—	—	$182K	0.1%
American Funds American Fund TD 2045 N/A	Mutual Funds	—	—	$162K	<0.1%
JP Morgan JP Morgan Core Plus N/A	Other securities	—	—	$160K	<0.1%
American Funds American Fund TD 2040 N/A	Mutual Funds	—	—	$108K	<0.1%
American Funds American Fund TD 2055 N/A	Mutual Funds	—	—	$104K	<0.1%
American Funds American Fund TD 2050 N/A	Mutual Funds	—	—	$94K	<0.1%
Loomis Sayles Loomis Sayles Investment Grade Bond Fund N/A	Other securities	—	—	$77K	<0.1%
Vanguard Inflation Protected Securities N/A	Mutual Funds	—	—	$71K	<0.1%
American Funds American Fund TD 2060 N/A	Mutual Funds	—	—	$62K	<0.1%
American Funds American Fund TD 2025 N/A	Mutual Funds	—	—	$41K	<0.1%
American Funds American Fund TD 2065 N/A	Mutual Funds	—	—	$17K	<0.1%
William Blair William Blair Small-Mid Cap N/A	Other securities	—	—	$15K	<0.1%

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