ESOP · DOL Form 5500 · 2022

Lone Star State Bancshares, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
93
Participants Small participant base
79th
Percentile by assets National rank
$239,352
Avg per participant Above avg balance/head
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Official DOL plan name: Lone Star State Bancshares and Subs Employee Stock Ownership Plan · Sponsored by Lone Star State Bancshares, Inc. · Texas · Management of Enterprises

$22M in assets, 93 participants

Lone Star State Bancshares, Inc.'s Lone Star State Bancshares and Subs Employee Stock Ownership Plan reported $22M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #705 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Lone Star State Bancshares and Subs Employee Stock Ownership Plan ranks #705 of 1,193 2022 filers by assets (1597% of the sector average)-$22M for 93 participants.

#705
in Management of Enterprises (1,193 peers)
+30.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lone Star State Bancshares and Subs Employee Stock Ownership Plan's outsized position by total assets

Lone Star State Bancshares and Subs Employee Stock Ownership Plan vs every filed plan by assets

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

$22,259,758 Top 21% higher than 79% 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

Lone Star State Bancshares and Subs Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lone Star State Bancshares and Subs Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.

DOL schedule card

Filing strip 208614957 · Lone Star State Bancshares, Inc. PY 2022 · ESOP

Lone Star State Bancshares and Subs Employee Stock Ownership Plan · $22M · 93 · 79th

  • PHOTO $22M
  • IND 93
  • EOY 79th
  • 5500 ESOP
  • ASSETS near Carolina Products, Inc. Employee Stock Ownership Plan
  • PCT ind #705

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 What is an ESOP? → · Plans in Texas →

Lone Star State Bancshares and Subs Employee Stock Ownership Plan in the asset neighbourhood

Duncan Bolt Employee Stock Ownership PlanDuncan Bolt Employee Stock O…$22MAmg, Inc. Employee Stock Ownership Plan and TrustAmg, Inc. Employee Stock Own…$22MCarolina Products, Inc. Employee Stock Ownership PlanCarolina Products, Inc. Empl…$22MLone Star State Bancshares and Subs Employee Stock Ownership PlanLone Star State Bancshares a…$22MSpirol International Holding Corp ESOP & Mpp PlanSpirol International Holding…$22M
End-of-year total assets ($M) among Lone Star State Bancshares and Subs Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN208614957
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lone Star State Bancshares, Inc.)

Sponsor-wide plan assets over time

All Lone Star State Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 13.94296380041508% vs 2022
2023 filing year
$21M$22M$23M$24M$25M$26M 20222023 $22.3M $25.4M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 93 $22M
2023 2 173 $25M

Nearby ESOP Plans in Texas

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

Lone Star State Bancshares and Subs Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Lone Star State Bancshares and Subs Employee Stock Ownership Plan, Total assets ($B): 0.022259758 · Participants: 93Lone Star State Bancshares and Subs Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Lone Star State Bancshares and Subs Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Lone Star State Bancshares and Subs Employee Stock Ownership Plan side-by-side with 3 peers →

Lone Star State Bancshares and Subs Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Carolina Products, Inc. Employee Stock Ownership Plan in NC ($22M); by covered participants it is Oasys, Inc. Employee Stock Ownership Plan in AL (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Lone Star State Bancshares and Subs Employee Stock Ownership Plan assets move in 2022? ▼
Lone Star State Bancshares and Subs Employee Stock Ownership Plan surged - up 30.2% during 2022, from $17M to $22M. Reported net income was $5M.
How have Lone Star State Bancshares, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lone Star State Bancshares, Inc.'s sponsor-wide assets grew 13.9%, from $22M to $25M.
Where does Lone Star State Bancshares and Subs Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lone Star State Bancshares and Subs Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lone Star State Bancshares and Subs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carolina Products, Inc. Employee Stock Ownership Plan in NC ($22M, 57 participants).
Which ESOP plans cover a similar participant headcount to Lone Star State Bancshares and Subs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Oasys, Inc. Employee Stock Ownership Plan in AL (93 participants, $14M 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 208614957.

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.