Profit Sharing · DOL Form 5500 · 2023

Citizens State Financial Corporati Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
34th
Percentile by assets National rank
$99,717
Avg per participant Below avg balance/head
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Official DOL plan name: Citizens State Financial Corp Psp · Sponsored by Citizens State Financial Corporati · Texas · Finance & Insurance

$3M in assets, 27 participants

Citizens State Financial Corporati's Citizens State Financial Corp Psp reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,102 in Finance & Insurance (8,869 peers)

Citizens State Financial Corporati multi-year trail

Citizens State Financial Corporati's plans moved +11.9% in assets from 2022 to 2024; this filing shows Citizens State Financial Corp Psp at $3M / 27 participants.

#2,102
in Finance & Insurance (8,869 peers)
+4.2%
assets growth YoY

Citizens State Financial Corp Psp's mid-pack asset rank among Finance & Insurance and all filers

Citizens State Financial Corp Psp vs every filed plan by assets

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

$2,692,365 34th percentile higher than 34% 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

Citizens State Financial Corp Psp among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens State Financial Corp Psp is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens State Financial Corp Psp reported net income rose from -$109K in the plan year 2022 filing to $108K in the plan year 2023 filing.
  • Citizens State Financial Corp Psp reported participants fell from 32 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • Citizens State Financial Corp Psp end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751750905 · Citizens State Financial Corporati PY 2023 · Profit Sharing

Citizens State Financial Corp Psp · $3M · 27 · 34th

  • PCT $3M
  • EIN 27
  • RANK 34th
  • PHOTO Profit Sharing
  • IND near Wesleyan Senior Living Et Al Retirement Plan
  • EOY ind #2102

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 →

Citizens State Financial Corp Psp in the asset neighbourhood

Citizens State Financial Corp PspCitizens State Financial Cor…$3MWesleyan Senior Living Et Al Retirement PlanWesleyan Senior Living Et Al…$3MSupermercado Econo Facundo, Inc. Retirement PlanSupermercado Econo Facundo, …$3MMw Retina Consultants, Sc Profit Sharing PlanMw Retina Consultants, Sc Pr…$3MKentucky Emergency Room Physicians, Inc. Profit Sharing PlanKentucky Emergency Room Phys…$3M
End-of-year total assets ($M) among Citizens State Financial Corp Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Citizens State Financial Corporati multi-year asset trail

Sponsor-wide plan assets over time

All Citizens State Financial Corporati plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.850402690537837% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.58M $2.89M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 32 $3M
2023 1 27 $3M
2024 1 28 $3M

Citizens State Financial Corporati filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$108K
Employer EIN751750905
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Citizens State Financial Corp Psp vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Citizens State Financial Corp Psp, Total assets ($B): 0.002692365 · Participants: 27Citizens State Financial Corp PspSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Citizens State Financial Corp Psp vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Citizens State Financial Corp Psp side-by-side with 3 peers →

Citizens State Financial Corp Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Wesleyan Senior Living Et Al Retirement Plan in OH ($3M); by covered participants it is Lml Ventures, Inc. Retirement Plan in NJ (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Citizens State Financial Corp Psp assets move in 2023? ▼
Citizens State Financial Corp Psp edged up modestly - up 4.2% during 2023, from $3M to $3M. Reported net income was $108K.
How have Citizens State Financial Corporati plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens State Financial Corporati's sponsor-wide assets grew 11.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Citizens State Financial Corp Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Wesleyan Senior Living Et Al Retirement Plan in OH ($3M, 337 participants).
Which Profit Sharing plans cover a similar participant headcount to Citizens State Financial Corp Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lml Ventures, Inc. Retirement Plan in NJ (27 participants, $1M 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 751750905.

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.