Defined Benefit (Pension) · DOL Form 5500 · 2022

First State Bank of Uvalde Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
70
Participants Small participant base
84th
Percentile by assets National rank
$493,316
Avg per participant High balance/head
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Official DOL plan name: First State Bank of Uvalde Retirement Plan · Sponsored by First State Bank of Uvalde · Texas · Finance & Insurance

$35M in assets, 70 participants

First State Bank of Uvalde's First State Bank of Uvalde Retirement Plan reported $35M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,939 in Finance & Insurance (9,261 peers)

Where First State Bank of Uvalde Retirement Plan sits by assets

First State Bank of Uvalde Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 70 participants (~$493,316/participant), down 7.8% in 2022.

#6,939
in Finance & Insurance (9,261 peers)
-7.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First State Bank of Uvalde Retirement Plan's outsized position by total assets

First State Bank of Uvalde Retirement Plan vs every filed plan by assets

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

$34,532,136 Top 16% higher than 84% 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 State Bank of Uvalde Retirement 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 State Bank of Uvalde Retirement Plan is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 740625760 · First State Bank of Uvalde PY 2022 · Defined Benefit (Pension)

First State Bank of Uvalde Retirement Plan · $35M · 70 · 84th

  • ASSETS $35M
  • ASSETS 70
  • ASSETS 84th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust
  • ASSETS ind #6939

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 State Bank of Uvalde Retirement Plan in the asset neighbourhood

Retirement Plan for Employees of Durand Glass Mfg. Company, Inc.Retirement Plan for Employee…$35MBelco Community Credit Union Cash Balance Defined Benefit Plan and TrustBelco Community Credit Union…$35MBudget Rent a Car System, Inc. Employees' Pension PlanBudget Rent a Car System, In…$35MNana Regional Corporation, Inc. Employees' Pension PlanNana Regional Corporation, I…$35MFirst State Bank of Uvalde Retirement PlanFirst State Bank of Uvalde R…$35M
End-of-year total assets ($M) among First State Bank of Uvalde Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN740625760
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bank of Uvalde)

Sponsor-wide plan assets over time

All First State Bank of Uvalde plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.4600034013779% vs 2022
2023 filing year
$15M$20M$25M$30M$35M$40M 20222023 $34.9M $20.8M ▼ -40.5%
Year Plans Participants Total Assets
2022 2 196 $35M
2023 1 65 $21M

Nearby Defined Benefit (Pension) Plans in Texas

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

First State Bank of Uvalde Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First State Bank of Uvalde Retirement Plan, Total assets ($B): 0.034532136 · Participants: 70First State Bank of Uvalde Retirement PlanAT&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
First State Bank of Uvalde Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare First State Bank of Uvalde Retirement Plan side-by-side with 3 peers →

First State Bank of Uvalde Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust in PA ($35M); by covered participants it is Hulman & Company Retirement Plan in IN (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 State Bank of Uvalde Retirement Plan assets move in 2022? ▼
First State Bank of Uvalde Retirement Plan pulled back noticeably - down 7.8% during 2022, from $37M to $35M. Reported net income was -$3M.
How have First State Bank of Uvalde plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First State Bank of Uvalde's sponsor-wide assets declined 40.5%, from $35M to $21M.
Where does First State Bank of Uvalde Retirement Plan rank by assets among Form 5500 filers? ▼
First State Bank of Uvalde Retirement Plan ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to First State Bank of Uvalde Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust in PA ($35M, 199 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First State Bank of Uvalde Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hulman & Company Retirement Plan in IN (70 participants, $6M 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 740625760.

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.