ESOP · DOL Form 5500 · 2022

Southside Bancshares, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
671
Participants Below avg headcount
71st
Percentile by assets National rank
$20,040
Avg per participant Low balance/head
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Official DOL plan name: Southside Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance

$13M in assets, 671 participants

Southside Bancshares, Inc.'s Southside Bancshares, Inc. Employee Stock Ownership Plan reported $13M in total assets and 671 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,079 in Finance & Insurance (9,261 peers)

Southside Bancshares, Inc. multi-year trail

Southside Bancshares, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Southside Bancshares, Inc. Employee Stock Ownership Plan at $13M / 671 participants.

#5,079
in Finance & Insurance (9,261 peers)
-8.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southside Bancshares, Inc. Employee Stock Ownership Plan's outsized position by total assets

Southside Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,447,003 Top 29% higher than 71% 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

Southside Bancshares, Inc. Employee Stock Ownership Plan 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. Southside Bancshares, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (671 participants).

Form 5500 schedule snapshot

Filing strip 751848732 · Southside Bancshares, Inc. PY 2022 · ESOP

Southside Bancshares, Inc. Employee Stock Ownership Plan · $13M · 671 · 71st

  • NET $13M
  • BOOK 671
  • VS-ST 71st
  • BOY ESOP
  • SCH near Provident Savings Bank, F.S.B. Employee Stock Ownership Plan
  • EBSA ind #5079

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 →

Southside Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Southside Bancshares, Inc. Employee Stock Ownership PlanSouthside Bancshares, Inc. E…$13MProvident Savings Bank, F.S.B. Employee Stock Ownership PlanProvident Savings Bank, F.S.…$13MMiller Enterprises, Inc. ESOP$13MPremiere Speakers Bureau, Inc. Employee Stock Ownership PlanPremiere Speakers Bureau, In…$13MGabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership PlanGabriel, Roeder, Smith & Com…$13M
End-of-year total assets ($M) among Southside Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Southside Bancshares, Inc. multi-year asset trail

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
$140M$145M$150M$155M$160M$165M 202220232024 $144M $160M ▲ +11.1%
Year Plans Participants Total Assets
2022 3 1,642 $144M
2023 3 1,672 $159M
2024 3 1,630 $160M

Southside Bancshares, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN751848732
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Southside Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Southside Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013447003 · Participants: 671Southside Bancshares, Inc. 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
Southside Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southside Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Southside Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Provident Savings Bank, F.S.B. Employee Stock Ownership Plan in CA ($13M); by covered participants it is The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan in IL (675 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (671 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 Southside Bancshares, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Southside Bancshares, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.6% during 2022, from $15M to $13M. Reported net income was -$1M.
How have Southside Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southside Bancshares, Inc.'s sponsor-wide assets grew 11.1%, from $144M to $160M.
Which ESOP plans are similar in size to Southside Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Provident Savings Bank, F.S.B. Employee Stock Ownership Plan in CA ($13M, 145 participants).
Which ESOP plans cover a similar participant headcount to Southside Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan in IL (675 participants, $5M 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 751848732.

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.