401(k) · DOL Form 5500 · 2022

Zapata Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
46th
Percentile by assets National rank
$218,323
Avg per participant Above avg balance/head
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Official DOL plan name: Zapata Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Zapata Bancshares, Inc. · Texas · Finance & Insurance

$4M in assets, 18 participants

Zapata Bancshares, Inc.'s Zapata Bancshares, Inc. Employee Stock Ownership Plan reported $4M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,898 in Finance & Insurance (9,261 peers)

Zapata Bancshares, Inc. multi-year trail

Zapata Bancshares, Inc.'s plans moved +28.9% in assets from 2022 to 2024; this filing shows Zapata Bancshares, Inc. Employee Stock Ownership Plan at $4M / 18 participants.

#2,898
in Finance & Insurance (9,261 peers)
-7.6%
assets change YoY

The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zapata Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$3,929,818 46th percentile higher than 46% 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

Zapata Bancshares, Inc. 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. Zapata Bancshares, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 742215828 · Zapata Bancshares, Inc. PY 2022 · 401(k)

Zapata Bancshares, Inc. Employee Stock Ownership Plan · $4M · 18 · 46th

  • 5500 $4M
  • 5500 18
  • 5500 46th
  • 5500 401(k)
  • 5500 near Mcgill Restoration Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #2898

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 →

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

Zapata Bancshares, Inc. Employee Stock Ownership PlanZapata Bancshares, Inc. Empl…$4MMcgill Restoration Inc. 401(k) Profit Sharing Plan and TrustMcgill Restoration Inc. 401(…$4MSunshine Retirement Living LLC 401(k) PlanSunshine Retirement Living L…$4MM. Cohen & Sons, Inc. 401(k) PlanM. Cohen & Sons, Inc. 401(k)…$4MApogee Electronics Corporation 401(k) Salary Reduction Plan and TrustApogee Electronics Corporati…$4M
End-of-year total assets ($M) among Zapata Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zapata Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zapata Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.927319280434872% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.93M $5.07M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 17 $4M
2024 1 20 $5M

Zapata Bancshares, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$323K
Employer EIN742215828
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Zapata Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Zapata Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003929818 · Participants: 18Zapata Bancshares, Inc. 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
Zapata Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Zapata Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Mcgill Restoration Inc. 401(k) Profit Sharing Plan and Trust in NE ($4M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Zapata Bancshares, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Zapata Bancshares, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.6% during 2022, from $4M to $4M. Reported net income was -$323K.
How have Zapata Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zapata Bancshares, Inc.'s sponsor-wide assets grew 28.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Zapata Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgill Restoration Inc. 401(k) Profit Sharing Plan and Trust in NE ($4M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Zapata Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 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 742215828.

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.