Money Purchase · DOL Form 5500 · 2022
First State Bank & Trust Company Money Purchase Plan
Data updated 2026-08-11
- $10M
- Total assets
- 44
- Participants
- 64th
- Percentile by assets
- $217,217
- Avg per participant
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.
- 64th percentile by assets (of 139,126 plans)
- #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.
- $10M
- total plan assets (2022 EOY)
- 44
- covered participants
- 64th
- percentile by assets (of 139,126 plans)
- $217,217
- avg assets per participant
Money Purchase filing for First State Bank of Carthage Employee Money Purchase Plan & Trust
Money Purchase filing for plan year 2022: EIN 750270360 ; effective since 1956-12-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $320K |
| Employer EIN | 750270360 |
| Plan Effective Date | 1956-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First State Bank & Trust Company)
| 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
- Occidental Petroleum Corporation Retirement Plan $957M · N/A
- Alcon Retirement Plan $846M · 9,281
- William Marsh Rice University Defined Contribution Retirement Plan $718M · 6,837
- Apache Corporation Money Purchase Retirement Plan $211M · 1,394
- Greater Texas IBEW NECA Annuity Plan $137M · 3,298
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to First State Bank of Carthage Employee Money Purchase Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did First State Bank of Carthage Employee Money Purchase Plan & Trust assets move in 2022? ▼
How have First State Bank & Trust Company plan assets changed over time? ▼
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Filing takeaways
Ways to act on First State Bank of Carthage Employee Money Purchase Plan & Trust's numbers.
- By total assets, First State Bank of Carthage Employee Money Purchase Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- First State Bank & Trust Company's sponsor-wide assets have grown 3.6% since 2022 across 3 plan years on file. More Finance & Insurance plans