Profit Sharing · DOL Form 5500 · 2022

Citizens State Financial Corporati Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
32
Participants Small participant base
38th
Percentile by assets National rank
$80,746
Avg per participant Below avg balance/head
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Official DOL plan name: Citizens State Financial Corp Psp · Sponsored by Citizens State Financial Corporati · Texas · Finance & Insurance

$3M in assets, 32 participants

Citizens State Financial Corporati's Citizens State Financial Corp Psp reported $3M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,361 in Finance & Insurance (9,261 peers)

Citizens State Financial Corporati multi-year trail

Citizens State Financial Corporati's plans moved +11.9% in assets from 2022 to 2024; this filing shows Citizens State Financial Corp Psp at $3M / 32 participants.

#2,361
in Finance & Insurance (9,261 peers)
-4.0%
assets change YoY

The plan reported a net loss of $109K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens State Financial Corp Psp's mid-pack asset rank among Finance & Insurance and all filers

Citizens State Financial Corp Psp vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,583,870 38th percentile higher than 38% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Citizens State Financial Corp Psp among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens State Financial Corp Psp is a small filing (32 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 751750905 · Citizens State Financial Corporati PY 2022 · Profit Sharing

Citizens State Financial Corp Psp · $3M · 32 · 38th

  • 5500 $3M
  • ASSETS 32
  • PCT 38th
  • EIN Profit Sharing
  • RANK near Turrini Ventures Incorporated Retirement Plan
  • PHOTO ind #2361

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 →

Citizens State Financial Corp Psp in the asset neighbourhood

Robert F Siegert Md Ltd Profit Sharing PlanRobert F Siegert Md Ltd Prof…$3MCitizens State Financial Corp PspCitizens State Financial Cor…$3MTurrini Ventures Incorporated Retirement PlanTurrini Ventures Incorporate…$3MJohn L. Zinkel, M.D., P.C. Profit Sharing PlanJohn L. Zinkel, M.D., P.C. P…$3MPorter Supply Co. Profit Sharing PlanPorter Supply Co. Profit Sha…$3M
End-of-year total assets ($M) among Citizens State Financial Corp Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Citizens State Financial Corporati multi-year asset trail

Sponsor-wide plan assets over time

All Citizens State Financial Corporati plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.850402690537837% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.58M $2.89M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 32 $3M
2023 1 27 $3M
2024 1 28 $3M

Citizens State Financial Corporati filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$109K
Employer EIN751750905
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Citizens State Financial Corp Psp vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Citizens State Financial Corp Psp, Total assets ($B): 0.00258387 · Participants: 32Citizens State Financial Corp PspSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Citizens State Financial Corp Psp vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Citizens State Financial Corp Psp side-by-side with 3 peers →

Citizens State Financial Corp Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Turrini Ventures Incorporated Retirement Plan in CA ($3M); by covered participants it is Farmers State Bank of Parkston Profit-Sharing Plan in SD (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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.

Frequently Asked Questions

How did Citizens State Financial Corp Psp assets move in 2022? ▼
Citizens State Financial Corp Psp edged down modestly - down 4.0% during 2022, from $3M to $3M. Reported net income was -$109K.
How have Citizens State Financial Corporati plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens State Financial Corporati's sponsor-wide assets grew 11.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Citizens State Financial Corp Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Turrini Ventures Incorporated Retirement Plan in CA ($3M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Citizens State Financial Corp Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Farmers State Bank of Parkston Profit-Sharing Plan in SD (32 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751750905.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.