401(k) · DOL Form 5500 · 2023

Haskell Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
40th
Percentile by assets National rank
$201,691
Avg per participant Above avg balance/head
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Official DOL plan name: Haskell Bancshares, Inc. ESOP with 401(k) Provisions · Sponsored by Haskell Bancshares, Inc. · Texas · Finance & Insurance

$4M in assets, 19 participants

Haskell Bancshares, Inc.'s Haskell Bancshares, Inc. ESOP with 401(k) Provisions reported $4M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,465 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Haskell Bancshares, Inc. ESOP with 401(k) Provisions holds $4M for 19 participants - about $201,691 per participant, in the lower half of filed plans by assets.

#2,465
in Finance & Insurance (8,869 peers)
-4.2%
assets change YoY

The plan reported a net loss of $168K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haskell Bancshares, Inc. ESOP with 401(k) Provisions's mid-pack asset rank among Finance & Insurance and all filers

Haskell Bancshares, Inc. ESOP with 401(k) Provisions vs every filed plan by assets

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

$3,832,127 40th percentile higher than 40% 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

Haskell Bancshares, Inc. ESOP with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haskell Bancshares, Inc. ESOP with 401(k) Provisions is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haskell Bancshares, Inc. ESOP with 401(k) Provisions reported net income rose from -$697K in the plan year 2022 filing to -$168K in the plan year 2023 filing.
  • Haskell Bancshares, Inc. ESOP with 401(k) Provisions reported participants fell from 20 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Haskell Bancshares, Inc. ESOP with 401(k) Provisions end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751621758 · Haskell Bancshares, Inc. PY 2023 · 401(k)

Haskell Bancshares, Inc. ESOP with 401(k) Provisions · $4M · 19 · 40th

  • IND $4M
  • EOY 19
  • 5500 40th
  • ASSETS 401(k)
  • PCT near Dynarex Corporation 401(k) Plan
  • EIN ind #2465

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 →

Haskell Bancshares, Inc. ESOP with 401(k) Provisions in the asset neighbourhood

Haskell Bancshares, Inc. ESOP with 401(k) ProvisionsHaskell Bancshares, Inc. ESO…$4MDynarex Corporation 401(k) PlanDynarex Corporation 401(k) P…$4MPayday Benefits Retirement PlanPayday Benefits Retirement P…$4MCommerce Media Holdings 401(k) PlanCommerce Media Holdings 401(…$4MNorthstar Investments 401(k) PlanNorthstar Investments 401(k)…$4M
End-of-year total assets ($M) among Haskell Bancshares, Inc. ESOP with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$168K
Employer EIN751621758
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haskell Bancshares, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 4.732093767181487% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $4M $4.19M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 19 $4M
2024 1 18 $4M

Nearby 401(k) Plans in Texas

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

Haskell Bancshares, Inc. ESOP with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Haskell Bancshares, Inc. ESOP with 401(k) Provisions, Total assets ($B): 0.003832127 · Participants: 19Haskell Bancshares, Inc. ESOP with 401(k) ProvisionsAT&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
Haskell Bancshares, Inc. ESOP with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Haskell Bancshares, Inc. ESOP with 401(k) Provisions side-by-side with 3 peers →

Haskell Bancshares, Inc. ESOP with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dynarex Corporation 401(k) Plan in NJ ($4M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Haskell Bancshares, Inc. ESOP with 401(k) Provisions assets move in 2023? ▼
Haskell Bancshares, Inc. ESOP with 401(k) Provisions edged down modestly - down 4.2% during 2023, from $4M to $4M. Reported net income was -$168K.
How have Haskell Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haskell Bancshares, Inc.'s sponsor-wide assets grew 4.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Haskell Bancshares, Inc. ESOP with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Dynarex Corporation 401(k) Plan in NJ ($4M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Haskell Bancshares, Inc. ESOP with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 751621758.

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.