401(k) · DOL Form 5500 · 2022
Southside Bancshares, Inc. 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 876
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $61,499
- Avg per participant Low balance/head
Official DOL plan name: Savings Plan for the Subsidiaries of Southside Bancshares, Inc. · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance
$54M in assets, 876 participants
Southside Bancshares, Inc.'s Savings Plan for the Subsidiaries of Southside Bancshares, Inc. reported $54M in total assets and 876 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #7,561 in Finance & Insurance (9,261 peers)
Where Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits by assets
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits in the top quartile of all filed plans by assets, $54M for 876 participants (~$61,499/participant), down 11.5% in 2022.
- #7,561
- in Finance & Insurance (9,261 peers)
- -11.5%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Savings Plan for the Subsidiaries of Southside Bancshares, Inc.'s outsized position by total assets
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,873,356 Top 11% higher than 89% 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
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits mid-pack in the medium band (876 participants).
DOL schedule card
Filing strip 751848732 · Southside Bancshares, Inc. PY 2022 · 401(k)
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. · $54M · 876 · 89th
- BOY $54M
- BOY 876
- BOY 89th
- BOY 401(k)
- BOY near Davis & Kuelthau, S.C. 401(k) Savings Plan
- BOY ind #7561
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 →
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$7M |
| Employer EIN | 751848732 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southside Bancshares, Inc.)
Sponsor-wide plan assets over time
All Southside Bancshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 11.13759404010849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,642 | $144M |
| 2023 | 3 | 1,672 | $159M |
| 2024 | 3 | 1,630 | $160M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Savings Plan for the Subsidiaries of Southside Bancshares, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Davis & Kuelthau, S.C. 401(k) Savings Plan in WI ($54M); by covered participants it is Mom365 Inc. 401(k) Retirement Plan in MO (876 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Davis & Kuelthau, S.C. 401(k) Savings Plan (WI) $54M · 111
- Telenav, Inc. 401(k) Plan (CA) $54M · 163
- Camcraft Inc., 401(k) Plan and Trust (IL) $54M · 347
- Amli Residential Properties 401(k) Plan (IL) $54M · 806
Similar participant headcount
Nearest other-state filings by covered participants (876 participants); asset peers above are excluded.
- Mom365 Inc. 401(k) Retirement Plan (MO) 876 · 0 off
- Optalis Professional Services, LLC 401(k) Plan (MI) 876 · 0 off
- Minnesota Wild 401(k) Plan (MN) 876 · 0 off
- Orepac Savings and Investment Plan (OR) 876 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.