401(k) · DOL Form 5500 · 2023

Southside Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
889
Participants Near avg headcount
88th
Percentile by assets National rank
$73,406
Avg per participant Below avg balance/head
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Official DOL plan name: Savings Plan for the Subsidiaries of Southside Bancshares, Inc. · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance

$65M in assets, 889 participants

Southside Bancshares, Inc.'s Savings Plan for the Subsidiaries of Southside Bancshares, Inc. reported $65M in total assets and 889 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,234 in Finance & Insurance (8,869 peers)

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

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits in the top quartile of all filed plans by assets, $65M for 889 participants (~$73,406/participant), up 21.1% in 2023.

#7,234
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$65,258,235 Top 12% higher than 88% of 127,068 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 2023

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits mid-pack in the medium band (889 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savings Plan for the Subsidiaries of Southside Bancshares, Inc. reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Savings Plan for the Subsidiaries of Southside Bancshares, Inc. end-of-year assets rose from $54M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Savings Plan for the Subsidiaries of Southside Bancshares, Inc. reported participants rose from 876 in the plan year 2022 filing to 889 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751848732 · Southside Bancshares, Inc. PY 2023 · 401(k)

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. · $65M · 889 · 88th

  • PHOTO $65M
  • IND 889
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Navarro Research and Engineering, Inc. 401(k) Plan
  • PCT ind #7234

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 →

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

Follett School Solutions, LLC Retirement Savings PlanFollett School Solutions, LL…$65MWorkman Nydegger, P.C. 401(k) Profit Sharing PlanWorkman Nydegger, P.C. 401(k…$65MSavings Plan for the Subsidiaries of Southside Bancshares, Inc.Savings Plan for the Subsidi…$65MHennessy 401(k) Plan$65MNavarro Research and Engineering, Inc. 401(k) PlanNavarro Research and Enginee…$65M
End-of-year total assets ($M) among Savings Plan for the Subsidiaries of Southside Bancshares, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$65M
Net Income$11M
Employer EIN751848732
Plan Effective Date1985-05-01
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 401(k) Plans in Texas

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

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Savings Plan for the Subsidiaries of Southside Bancshares, Inc., Total assets ($B): 0.065258235 · Participants: 889Savings Plan for the Subsidiaries of Southside Bancshares, Inc.AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Savings Plan for the Subsidiaries of Southside Bancshares, Inc. side-by-side with 3 peers →

Savings Plan for the Subsidiaries of Southside Bancshares, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Navarro Research and Engineering, Inc. 401(k) Plan in TN ($65M); by covered participants it is Garafalo Markets, LLC 401(k) Profit Sharing Plan in CT (889 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (889 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Savings Plan for the Subsidiaries of Southside Bancshares, Inc. assets move in 2023? ▼
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. grew sharply - up 21.1% during 2023, from $54M to $65M. Reported net income was $11M.
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 Savings Plan for the Subsidiaries of Southside Bancshares, Inc. rank by assets among Form 5500 filers? ▼
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Savings Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Navarro Research and Engineering, Inc. 401(k) Plan in TN ($65M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Garafalo Markets, LLC 401(k) Profit Sharing Plan in CT (889 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.