Profit Sharing · DOL Form 5500 · 2022
Lovelady State Bank Profit Sharing Plan
Data updated 2026-08-25
- $712K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $79,149
- Avg per participant Below avg balance/head
Official DOL plan name: Lovelady State Bank Psp · Sponsored by Lovelady State Bank · Texas · Finance & Insurance
$712K in assets, 9 participants
Lovelady State Bank's Lovelady State Bank Psp reported $712K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,292 in Finance & Insurance (9,261 peers)
Lovelady State Bank multi-year trail
Lovelady State Bank's plans moved +16.6% in assets from 2022 to 2024; this filing shows Lovelady State Bank Psp at $712K / 9 participants.
- #1,292
- in Finance & Insurance (9,261 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lovelady State Bank Psp among the smaller filed plans by assets
Lovelady State Bank Psp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$712,337 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lovelady State Bank Psp among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lovelady State Bank Psp is a micro filing (9 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 751455327 · Lovelady State Bank PY 2022 · Profit Sharing
Lovelady State Bank Psp · $712K · 9 · 22nd
- PCT $712K
- EIN 9
- RANK 22nd
- PHOTO Profit Sharing
- IND near Luckenbill-Drayton & Associates, LLC Profit Sharing Plan
- EOY ind #1292
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →
Lovelady State Bank Psp in the asset neighbourhood
Lovelady State Bank multi-year asset trail
Sponsor-wide plan assets over time
All Lovelady State Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $830K 16.55494520149873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $712K |
| 2023 | 1 | 8 | $759K |
| 2024 | 1 | 8 | $830K |
Lovelady State Bank filing trail (2022)
| Total Assets (Beginning of Year) | $764K |
|---|---|
| Net Assets (End of Year) | $712K |
| Net Income | -$52K |
| Employer EIN | 751455327 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Lovelady State Bank Psp's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Luckenbill-Drayton & Associates, LLC Profit Sharing Plan in OR ($712K); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($712K here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.