ESOP · DOL Form 5500 · 2023

Coleman Bancshares, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
39
Participants Small participant base
42nd
Percentile by assets National rank
$110,509
Avg per participant Below avg balance/head
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Official DOL plan name: Coleman Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Coleman Bancshares, Inc. · Texas · Finance & Insurance

$4M in assets, 39 participants

Coleman Bancshares, Inc.'s Coleman Bancshares, Inc. Employee Stock Ownership Plan reported $4M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,591 in Finance & Insurance (8,869 peers)

Coleman Bancshares, Inc. multi-year trail

Coleman Bancshares, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Coleman Bancshares, Inc. Employee Stock Ownership Plan at $4M / 39 participants.

#2,591
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY

Coleman Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Coleman Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,309,838 42nd percentile higher than 42% 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

Coleman Bancshares, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coleman Bancshares, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coleman Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $245K in the plan year 2022 filing to $569K in the plan year 2023 filing.
  • Coleman Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Coleman Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751775831 · Coleman Bancshares, Inc. PY 2023 · ESOP

Coleman Bancshares, Inc. Employee Stock Ownership Plan · $4M · 39 · 42nd

  • 5500 $4M
  • 5500 39
  • 5500 42nd
  • 5500 ESOP
  • 5500 near Cline Design Employee Stock Ownership Plan
  • 5500 ind #2591

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 What is an ESOP? → · Plans in Texas →

Coleman Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fbc Chemical Corporation Employee Stock Ownership PlanFbc Chemical Corporation Emp…$4MColeman Bancshares, Inc. Employee Stock Ownership PlanColeman Bancshares, Inc. Emp…$4MCline Design Employee Stock Ownership PlanCline Design Employee Stock …$4MAsset Engineering Limited LLC Employee Stock Ownership PlanAsset Engineering Limited LL…$4MSuperior Carpet Installers, Inc. Employee Stock Ownership PlanSuperior Carpet Installers, …$4M
End-of-year total assets ($M) among Coleman Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Coleman Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 33.45716012659632% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.74M $4.99M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 34 $4M
2023 1 39 $4M
2024 1 38 $5M

Coleman Bancshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$569K
Employer EIN751775831
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Coleman Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Coleman Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004309838 · Participants: 39Coleman Bancshares, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Coleman Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Coleman Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Coleman Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Cline Design Employee Stock Ownership Plan in NC ($4M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Coleman Bancshares, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Coleman Bancshares, Inc. Employee Stock Ownership Plan grew sharply - up 15.2% during 2023, from $4M to $4M. Reported net income was $569K.
How have Coleman Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman Bancshares, Inc.'s sponsor-wide assets grew 33.5%, from $4M to $5M.
Which ESOP plans are similar in size to Coleman Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cline Design Employee Stock Ownership Plan in NC ($4M, 132 participants).
Which ESOP plans cover a similar participant headcount to Coleman Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 751775831.

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.