Defined Benefit (Pension) · DOL Form 5500 · 2022

Southside Bancshares, Inc. Pension Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
95
Participants Small participant base
91st
Percentile by assets National rank
$805,636
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance

$77M in assets, 95 participants

Southside Bancshares, Inc.'s Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. reported $77M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,935 in Finance & Insurance (9,261 peers)

Where Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. sits by assets

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. sits in the top 10% of all filed plans by assets, $77M for 95 participants (~$805,636/participant), down 21.2% in 2022.

#7,935
in Finance & Insurance (9,261 peers)
-21.2%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.'s outsized position by total assets

Retirement 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

$76,535,414 Top 9% higher than 91% 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

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 751848732 · Southside Bancshares, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. · $77M · 95 · 91st

  • BOY $77M
  • BOY 95
  • BOY 91st
  • BOY Defined Benefit (Pension)
  • BOY near Plumbers, Pipefitters & Apprentices Local 112 Pension Plan
  • BOY ind #7935

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 →

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. in the asset neighbourhood

Forest Lawn Retirement Plan$77MPlumbers, Pipefitters & Apprentices Local 112 Pension PlanPlumbers, Pipefitters & Appr…$77MRetirement Plan for the Subsidiaries of Southside Bancshares, Inc.Retirement Plan for the Subs…$77MThe Terumo Retirement Plan$77MAgents Retirement Plan of the Lincoln National Life Insurance CompanyAgents Retirement Plan of th…$76M
End-of-year total assets ($M) among Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$77M
Net Income-$21M
Employer EIN751848732
Plan Effective Date1966-03-01
Filing StatusFILING 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
$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

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirement Plan for the Subsidiaries of Southside Bancshares, Inc., Total assets ($B): 0.076535414 · Participants: 95Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.AT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. side-by-side with 3 peers →

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Plumbers, Pipefitters & Apprentices Local 112 Pension Plan in NY ($77M); by covered participants it is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. assets move in 2022? ▼
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. declined sharply - down 21.2% during 2022, from $97M to $77M. Reported net income was -$21M.
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.
Where does Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers, Pipefitters & Apprentices Local 112 Pension Plan in NY ($77M, 322 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants, $3M 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.