401(k) · DOL Form 5500 · 2023

Bastrop Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
121
Participants Small participant base
78th
Percentile by assets National rank
$223,038
Avg per participant Above avg balance/head
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Official DOL plan name: Bastrop Bancshares, Inc. ESOP with 401(k) Provisions · Sponsored by Bastrop Bancshares, Inc. · Texas · Finance & Insurance

$27M in assets, 121 participants

Bastrop Bancshares, Inc.'s Bastrop Bancshares, Inc. ESOP with 401(k) Provisions reported $27M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,846 in Finance & Insurance (8,869 peers)

Coverage in Texas

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions covers 121 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#5,846
in Finance & Insurance (8,869 peers)
-16.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions's outsized position by total assets

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

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

$26,987,575 Top 22% higher than 78% 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

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions 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. Bastrop Bancshares, Inc. ESOP with 401(k) Provisions sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bastrop Bancshares, Inc. ESOP with 401(k) Provisions reported net income fell from $3M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Bastrop Bancshares, Inc. ESOP with 401(k) Provisions end-of-year assets fell from $32M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742800901 · Bastrop Bancshares, Inc. PY 2023 · 401(k)

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions · $27M · 121 · 78th

  • EBSA $27M
  • PART 121
  • TYPE 78th
  • NET 401(k)
  • BOOK near Imi Holding Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #5846

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 →

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

Bastrop Bancshares, Inc. ESOP with 401(k) ProvisionsBastrop Bancshares, Inc. ESO…$27MImi Holding Corporation 401(k) Profit Sharing PlanImi Holding Corporation 401(…$27MVerico Technology LLC 401(k) PlanVerico Technology LLC 401(k)…$27MAgence France-Presse 401(k) Profit Sharing PlanAgence France-Presse 401(k) …$27MPrayon, Inc. 401(k) and Profit Incentive PlanPrayon, Inc. 401(k) and Prof…$27M
End-of-year total assets ($M) among Bastrop Bancshares, Inc. ESOP with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN742800901
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bastrop Bancshares, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$30M 7.965189265924767% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $32.3M $29.7M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 121 $32M
2023 1 121 $27M
2024 1 140 $30M

Nearby 401(k) Plans in Texas

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

Bastrop 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 ($B) Participants Bastrop Bancshares, Inc. ESOP with 401(k) Provisions, Total assets ($B): 0.026987575 · Participants: 121Bastrop 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
Bastrop Bancshares, Inc. ESOP with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bastrop Bancshares, Inc. ESOP with 401(k) Provisions side-by-side with 3 peers →

Bastrop 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 Imi Holding Corporation 401(k) Profit Sharing Plan in MI ($27M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Bastrop Bancshares, Inc. ESOP with 401(k) Provisions assets move in 2023? ▼
Bastrop Bancshares, Inc. ESOP with 401(k) Provisions declined sharply - down 16.5% during 2023, from $32M to $27M. Reported net income was -$5M.
How have Bastrop Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bastrop Bancshares, Inc.'s sponsor-wide assets declined 8.0%, from $32M to $30M.
Where does Bastrop Bancshares, Inc. ESOP with 401(k) Provisions rank by assets among Form 5500 filers? ▼
Bastrop Bancshares, Inc. ESOP with 401(k) Provisions ranks in the 78th 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 Bastrop Bancshares, Inc. ESOP with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Imi Holding Corporation 401(k) Profit Sharing Plan in MI ($27M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Bastrop Bancshares, Inc. ESOP with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A 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 742800901.

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.