ESOP · DOL Form 5500 · 2023

Lone Star State Bancshares, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
93
Participants
77th
Percentile by assets
$272,725
Avg per participant
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Official DOL plan name: Lone Star State Bancshares and Subs Employee Stock Ownership Plan · Sponsored by Lone Star State Bancshares, Inc. · Texas · Management of Enterprises

$25M in assets, 93 participants

Lone Star State Bancshares, Inc.'s Lone Star State Bancshares and Subs Employee Stock Ownership Plan reported $25M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 127,072 plans)
  • #640 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Lone Star State Bancshares and Subs Employee Stock Ownership Plan ranks #640 of 1,137 2023 filers by assets (1402% of the sector average)-$25M for 93 participants.

$25M
total plan assets (2023 EOY)
93
covered participants
77th
percentile by assets (of 127,072 plans)
$272,725
avg assets per participant

Where Lone Star State Bancshares and Subs Employee Stock Ownership Plan sits by total assets

Lone Star State Bancshares and Subs Employee Stock Ownership Plan vs every filed plan by assets

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

$25,363,428 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lone Star State Bancshares and Subs Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lone Star State Bancshares and Subs Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Management of Enterprises

Rank #640 in Management of Enterprises

Among 1,137 Management of Enterprises plans that filed a Form 5500 for plan year 2023, Lone Star State Bancshares and Subs Employee Stock Ownership Plan ranks #640 by end-of-year assets - about 1402% of the sector average of $356M. Nationally it sits in the 77th percentile, a weaker position within its industry than across all filers.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN208614957
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lone Star State Bancshares, Inc.)

$21M$22M$23M$24M$25M$26M 20222023 $22.3M $25.4M ▲ +13.9%
Total plan assets by year, all Lone Star State Bancshares, Inc. plans on file
Year Plans Participants Total Assets
2022 1 93 $22M
2023 2 173 $25M

Nearby ESOP Plans in Texas

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

Lone Star State Bancshares and Subs Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Lone Star State Banc…, Total assets ($B): 0.025363428 · Participants: 93Lone Star State Banc…Sammons Enterprises,…, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Em…Cactus Feeders, Inc.…, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc.…Lja Engineering, Inc…, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc…
Lone Star State Bancshares and Subs Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Lone Star State Bancshares and Subs Empl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lone Star State Bancshares and Subs Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Lone Star State Bancshares and Subs Employee Stock Ownership Plan assets move in 2023? ▼
Lone Star State Bancshares and Subs Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2023, from $22M to $25M. Reported net income was $3M.
How have Lone Star State Bancshares, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lone Star State Bancshares, Inc.'s sponsor-wide assets grew 13.9%, from $22M to $25M.
Where does Lone Star State Bancshares and Subs Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lone Star State Bancshares and Subs Employee Stock Ownership Plan ranks in the 77th 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 ESOP plans are similar in size to Lone Star State Bancshares and Subs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kellner Employee Stock Ownership Plan in IL ($25M, 97 participants).

Next read for Lone Star State Bancshares and Subs Empl…

Filing takeaways

Ways to act on Lone Star State Bancshares and Subs Employee Stock Ownership Plan's numbers.

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 208614957.

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.