Defined Benefit (Pension) · DOL Form 5500 · 2023

First State Bank of Uvalde Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
65
Participants Small participant base
73rd
Percentile by assets National rank
$319,608
Avg per participant High balance/head
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Official DOL plan name: First State Bank of Uvalde Retirement Plan · Sponsored by First State Bank of Uvalde · Texas · Finance & Insurance

$21M in assets, 65 participants

First State Bank of Uvalde's First State Bank of Uvalde Retirement Plan reported $21M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,328 in Finance & Insurance (8,869 peers)

First State Bank of Uvalde multi-year trail

First State Bank of Uvalde's plans moved -40.5% in assets from 2022 to 2023; this filing shows First State Bank of Uvalde Retirement Plan at $21M / 65 participants.

#5,328
in Finance & Insurance (8,869 peers)
-39.8%
assets change YoY

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First State Bank of Uvalde Retirement Plan's outsized position by total assets

First State Bank of Uvalde Retirement Plan vs every filed plan by assets

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

$20,774,542 Top 27% higher than 73% 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

First State Bank of Uvalde Retirement 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. First State Bank of Uvalde Retirement Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First State Bank of Uvalde Retirement Plan reported net income fell from -$3M in the plan year 2022 filing to -$14M in the plan year 2023 filing.
  • First State Bank of Uvalde Retirement Plan end-of-year assets fell from $35M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • First State Bank of Uvalde Retirement Plan reported participants fell from 70 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 740625760 · First State Bank of Uvalde PY 2023 · Defined Benefit (Pension)

First State Bank of Uvalde Retirement Plan · $21M · 65 · 73rd

  • PHOTO $21M
  • IND 65
  • EOY 73rd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Factory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28
  • PCT ind #5328

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 →

First State Bank of Uvalde Retirement Plan in the asset neighbourhood

The Retirement Plan of Power Financial Credit UnionThe Retirement Plan of Power…$21MHunter Fan Company Pension PlanHunter Fan Company Pension P…$21MFactory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28Factory Pension Plan of Danf…$21MFirst State Bank of Uvalde Retirement PlanFirst State Bank of Uvalde R…$21MEmployee Retirement Plan of Farm Credit Leasing Services CorporationEmployee Retirement Plan of …$21M
End-of-year total assets ($M) among First State Bank of Uvalde Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

First State Bank of Uvalde multi-year asset trail

Sponsor-wide plan assets over time

All First State Bank of Uvalde plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.4600034013779% vs 2022
2023 filing year
$15M$20M$25M$30M$35M$40M 20222023 $34.9M $20.8M ▼ -40.5%
Year Plans Participants Total Assets
2022 2 196 $35M
2023 1 65 $21M

First State Bank of Uvalde filing trail (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$21M
Net Income-$14M
Employer EIN740625760
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

First State Bank of Uvalde Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants First State Bank of Uvalde Retirement Plan, Total assets ($B): 0.020774542 · Participants: 65First State Bank of Uvalde Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
First State Bank of Uvalde Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare First State Bank of Uvalde Retirement Plan side-by-side with 3 peers →

First State Bank of Uvalde Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Factory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28 in IA ($21M); by covered participants it is T. W. Garner Food Company Employees' Pension Plan in NC (65 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 First State Bank of Uvalde Retirement Plan assets move in 2023? ▼
First State Bank of Uvalde Retirement Plan contracted severely - down 39.8% during 2023, from $35M to $21M. Reported net income was -$14M.
How have First State Bank of Uvalde plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First State Bank of Uvalde's sponsor-wide assets declined 40.5%, from $35M to $21M.
Which Defined Benefit (Pension) plans are similar in size to First State Bank of Uvalde Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Factory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28 in IA ($21M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First State Bank of Uvalde Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants, $22M 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 740625760.

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.