Money Purchase · DOL Form 5500 · 2022

First State Bank & Trust Company Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
44
Participants Small participant base
64th
Percentile by assets National rank
$217,217
Avg per participant Above avg balance/head
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Official DOL plan name: First State Bank of Carthage Employee Money Purchase Plan & Trust · Sponsored by First State Bank & Trust Company · Texas · Finance & Insurance

$10M in assets, 44 participants

First State Bank & Trust Company's First State Bank of Carthage Employee Money Purchase Plan & Trust reported $10M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,379 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

First State Bank of Carthage Employee Money Purchase Plan & Trust holds $10M for 44 participants - about $217,217 per participant, above the median plan by assets.

#4,379
in Finance & Insurance (9,261 peers)
+3.5%
assets growth YoY

First State Bank of Carthage Employee Money Purchase Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

First State Bank of Carthage Employee Money Purchase Plan & Trust vs every filed plan by assets

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

$9,557,546 Top 36% higher than 64% 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

First State Bank of Carthage Employee Money Purchase Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First State Bank of Carthage Employee Money Purchase Plan & Trust is a small filing (44 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 750270360 · First State Bank & Trust Company PY 2022 · Money Purchase

First State Bank of Carthage Employee Money Purchase Plan & Trust · $10M · 44 · 64th

  • TYPE $10M
  • NET 44
  • BOOK 64th
  • VS-ST Money Purchase
  • BOY near Coleman Professional Services Employees Pension Plan
  • SCH ind #4379

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 →

First State Bank of Carthage Employee Money Purchase Plan & Trust in the asset neighbourhood

Cao Van Pham, M.D., Inc. Money Purchase Pension PlanCao Van Pham, M.D., Inc. Mon…$10MAsbestos Workers Local 84 Annuity PlanAsbestos Workers Local 84 An…$10MFirst State Bank of Carthage Employee Money Purchase Plan & TrustFirst State Bank of Carthage…$10MColeman Professional Services Employees Pension PlanColeman Professional Service…$10MDimarino-Kroop-Prieto Gastrointestinal Associates, P.a. Terminated Pension PlanDimarino-Kroop-Prieto Gastro…$9M
End-of-year total assets ($M) among First State Bank of Carthage Employee Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$320K
Employer EIN750270360
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bank & Trust Company)

Sponsor-wide plan assets over time

All First State Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.6451930233974283% vs 2022
2024 filing year
$9.2M$9.4M$9.6M$9.8M$10M 202220232024 $9.56M $9.91M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 44 $10M
2023 1 44 $9M
2024 1 43 $10M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

First State Bank of Carthage Employee Money Purchase Plan & Trust vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants First State Bank of Carthage Employee Money Purchase Plan & Trust, Total assets ($M): 9.557546 · Participants: 44First State Bank of Carthage Employee Money Purchase Plan & TrustOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
First State Bank of Carthage Employee Money Purchase Plan & Trust vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare First State Bank of Carthage Employee Money Purchase Plan & Trust side-by-side with 3 peers →

First State Bank of Carthage Employee Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Coleman Professional Services Employees Pension Plan in OH ($10M); by covered participants it is National Hockey League Officials Pension Plan in (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 First State Bank of Carthage Employee Money Purchase Plan & Trust assets move in 2022? ▼
First State Bank of Carthage Employee Money Purchase Plan & Trust edged up modestly - up 3.5% during 2022, from $9M to $10M. Reported net income was $320K.
How have First State Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank & Trust Company's sponsor-wide assets grew 3.6%, from $10M to $10M.
Which Money Purchase plans are similar in size to First State Bank of Carthage Employee Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Coleman Professional Services Employees Pension Plan in OH ($10M, 837 participants).
Which Money Purchase plans cover a similar participant headcount to First State Bank of Carthage Employee Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is National Hockey League Officials Pension Plan in (44 participants, $53M 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 750270360.

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.