401(k) · DOL Form 5500 · 2023

Cornerstone Capital Bank 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
1,693
Participants Near avg headcount
93rd
Percentile by assets National rank
$73,162
Avg per participant Below avg balance/head
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Official DOL plan name: Cornerstone Capital Bank, Ssb 401(k) Plan · Sponsored by Cornerstone Capital Bank · Texas · Finance & Insurance

$124M in assets, 1,693 participants

Cornerstone Capital Bank's Cornerstone Capital Bank, Ssb 401(k) Plan reported $124M in total assets and 1,693 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,849 in Finance & Insurance (8,869 peers)

Coverage in Texas

Cornerstone Capital Bank, Ssb 401(k) Plan covers 1,693 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $124M.

#7,849
in Finance & Insurance (8,869 peers)
+12.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Cornerstone Capital Bank, Ssb 401(k) Plan's outsized position by total assets

Cornerstone Capital Bank, Ssb 401(k) Plan vs every filed plan by assets

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

$123,863,699 Top 7% higher than 93% 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

Cornerstone Capital Bank, Ssb 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornerstone Capital Bank, Ssb 401(k) Plan lands in the large band (1,693 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cornerstone Capital Bank, Ssb 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Cornerstone Capital Bank, Ssb 401(k) Plan end-of-year assets rose from $110M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • Cornerstone Capital Bank, Ssb 401(k) Plan reported participants fell from 1,851 in the plan year 2022 filing to 1,693 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760236067 · Cornerstone Capital Bank PY 2023 · 401(k)

Cornerstone Capital Bank, Ssb 401(k) Plan · $124M · 1,693 · 93rd

  • IND $124M
  • IND 1,693
  • IND 93rd
  • IND 401(k)
  • IND near Pavilion Health Services 401(k) Plan
  • IND ind #7849

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 →

Cornerstone Capital Bank, Ssb 401(k) Plan in the asset neighbourhood

Braun Intertec 401(k) Retirement PlanBraun Intertec 401(k) Retire…$124MIcann Retirement Savings Plan$124MH&m Hennes & Mauritz 401(k) PlanH&m Hennes & Mauritz 401(k) …$124MPavilion Health Services 401(k) PlanPavilion Health Services 401…$124MCornerstone Capital Bank, Ssb 401(k) PlanCornerstone Capital Bank, Ss…$124M
End-of-year total assets ($M) among Cornerstone Capital Bank, Ssb 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$124M
Net Income$13M
Employer EIN760236067
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cornerstone Capital Bank)

Sponsor-wide plan assets over time

All Cornerstone Capital Bank plans reported in each filing year

Latest sponsor-wide plan assets
$136M 23.266809185872987% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $110M $136M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 1,851 $110M
2023 1 1,693 $124M
2024 1 1,434 $136M

Nearby 401(k) Plans in Texas

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

Cornerstone Capital Bank, Ssb 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cornerstone Capital Bank, Ssb 401(k) Plan, Total assets ($B): 0.123863699 · Participants: 1693Cornerstone Capital Bank, Ssb 401(k) PlanAT&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
Cornerstone Capital Bank, Ssb 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cornerstone Capital Bank, Ssb 401(k) Plan side-by-side with 3 peers →

Cornerstone Capital Bank, Ssb 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pavilion Health Services 401(k) Plan in FL ($124M); by covered participants it is Boardwalk 1000 Retirement Savings Plan in NJ (1,693 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,693 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 Cornerstone Capital Bank, Ssb 401(k) Plan assets move in 2023? ▼
Cornerstone Capital Bank, Ssb 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $110M to $124M. Reported net income was $13M.
How have Cornerstone Capital Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cornerstone Capital Bank's sponsor-wide assets grew 23.3%, from $110M to $136M.
Where does Cornerstone Capital Bank, Ssb 401(k) Plan rank by assets among Form 5500 filers? ▼
Cornerstone Capital Bank, Ssb 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cornerstone Capital Bank, Ssb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pavilion Health Services 401(k) Plan in FL ($124M, 2,407 participants).
Which 401(k) plans cover a similar participant headcount to Cornerstone Capital Bank, Ssb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boardwalk 1000 Retirement Savings Plan in NJ (1,693 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 760236067.

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.