Money Purchase · DOL Form 5500 · 2023
First State Bank & Trust Company Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 44
- Participants
- 57th
- Percentile by assets
- $214,599
- Avg per participant
Official DOL plan name: First State Bank of Carthage Employee Money Purchase Plan & Trust · Sponsored by First State Bank & Trust Company · Texas · Finance & Insurance
$9M in assets, 44 participants
First State Bank & Trust Company's First State Bank of Carthage Employee Money Purchase Plan & Trust reported $9M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #3,730 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
First State Bank of Carthage Employee Money Purchase Plan & Trust holds $9M for 44 participants - about $214,599 per participant, above the median plan by assets.
- $9M
- total plan assets (2023 EOY)
- 44
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $214,599
- avg assets per participant
The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- First State Bank of Carthage Employee Money Purchase Plan & Trust reported net income fell from $320K in the plan year 2022 filing to -$115K in the plan year 2023 filing.
- First State Bank of Carthage Employee Money Purchase Plan & Trust end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Money Purchase filing for First State Bank of Carthage Employee Money Purchase Plan & Trust
Money Purchase filing for plan year 2023: EIN 750270360 ; effective since 1956-12-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$115K |
| Employer EIN | 750270360 |
| Plan Effective Date | 1956-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First State Bank & Trust Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $10M |
| 2023 | 1 | 44 | $9M |
| 2024 | 1 | 43 | $10M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
First State Bank of Carthage Employee Money Purchase Plan & Trust vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.1B · 8,018
- Alcon Retirement Plan $974M · 9,494
- William Marsh Rice University Defined Contribution Retirement Plan $831M · 6,776
- Apache Corporation Money Purchase Retirement Plan $245M · 1,452
- Greater Texas IBEW NECA Annuity Plan $146M · 1,683
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to First State Bank of Carthage Employee Money Purchase Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did First State Bank of Carthage Employee Money Purchase Plan & Trust assets move in 2023? ▼
How have First State Bank & Trust Company plan assets changed over time? ▼
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Filing takeaways
Ways to act on First State Bank of Carthage Employee Money Purchase Plan & Trust's numbers.
- By total assets, First State Bank of Carthage Employee Money Purchase Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- First State Bank & Trust Company's sponsor-wide assets have grown 3.6% since 2022 across 3 plan years on file. More Finance & Insurance plans