DOL Form 5500 · 2024 Plan Year

CADENCE BANK

CADENCE RETIREMENT PLAN AND TRUST AGREEMENT

Defined BenefitMS
$341.4M
Plan Assets
7,396
Participants
2024
Plan Year
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Plan Details

Plan Name
CADENCE RETIREMENT PLAN AND TRUST AGREEMENT
Sponsor
CADENCE BANK
Sponsor EIN
640117230
Plan Number
001
Location
TUPELO, MS
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$341.4M
Participants
7,396
Filing Received
October 15, 2025
Plan Year
2024

About this Plan

CADENCE RETIREMENT PLAN AND TRUST AGREEMENT is a defined benefit retirement plan sponsored by CADENCE BANK, headquartered in TUPELO, MS, holding approximately $341.4M in plan assets on behalf of 7,396 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).