401(k) · DOL Form 5500 · 2022

First Sonora Bancshares Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
84
Participants Small participant base
63rd
Percentile by assets National rank
$110,756
Avg per participant Below avg balance/head
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Official DOL plan name: First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan · Sponsored by First Sonora Bancshares Inc. · Texas · Finance & Insurance

$9M in assets, 84 participants

First Sonora Bancshares Inc.'s First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan reported $9M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,338 in Finance & Insurance (9,261 peers)

First Sonora Bancshares Inc. multi-year trail

First Sonora Bancshares Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan at $9M / 84 participants.

#4,338
in Finance & Insurance (9,261 peers)
-9.4%
assets change YoY

The plan reported a net loss of $960K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs every filed plan by assets

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

$9,303,468 Top 37% higher than 63% 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

First Sonora Bancshares, Inc. 401(k)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. First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 750568556 · First Sonora Bancshares Inc. PY 2022 · 401(k)

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan · $9M · 84 · 63rd

  • EOY $9M
  • EOY 84
  • EOY 63rd
  • EOY 401(k)
  • EOY near Enterprise Events Group, Inc. 401(k) Profit Sharing Plan
  • EOY ind #4338

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 →

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan in the asset neighbourhood

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership PlanFirst Sonora Bancshares, Inc…$9MEnterprise Events Group, Inc. 401(k) Profit Sharing PlanEnterprise Events Group, Inc…$9MOregon Canadian Forest Products, Inc. 401(k) Profit Sharing PlanOregon Canadian Forest Produ…$9MSaf-Gard Safety Shoe Co., Inc. Retirement Savings PlanSaf-Gard Safety Shoe Co., In…$9MPulmonary Associates P.C. 401(k) Profit Sharing PlanPulmonary Associates P.C. 40…$9M
End-of-year total assets ($M) among First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

First Sonora Bancshares Inc. multi-year asset trail

Sponsor-wide plan assets over time

All First Sonora Bancshares Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.0722345688726% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.3M $11.7M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 94 $12M
2024 1 101 $12M

First Sonora Bancshares Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$960K
Employer EIN750568556
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan, Total assets ($B): 0.009303468 · Participants: 84First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan side-by-side with 3 peers →

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Enterprise Events Group, Inc. 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan assets move in 2022? ▼
First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan pulled back noticeably - down 9.4% during 2022, from $10M to $9M. Reported net income was -$960K.
How have First Sonora Bancshares Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Sonora Bancshares Inc.'s sponsor-wide assets grew 26.1%, from $9M to $12M.
Which 401(k) plans are similar in size to First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enterprise Events Group, Inc. 401(k) Profit Sharing Plan in CA ($9M, 124 participants).
Which 401(k) plans cover a similar participant headcount to First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants, N/A 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 750568556.

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.