Defined Benefit (Pension) · DOL Form 5500 · 2023
Southside Bancshares, Inc. Pension Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $914,156
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance
$81M in assets, 89 participants
Southside Bancshares, Inc.'s Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. reported $81M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,477 in Finance & Insurance (8,869 peers)
Where Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. sits by assets
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. sits in the top 10% of all filed plans by assets, $81M for 89 participants (~$914,156/participant), up 6.3% in 2023.
- #7,477
- in Finance & Insurance (8,869 peers)
- +6.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.'s outsized position by total assets
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$81,359,881 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. reported net income rose from -$21M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. reported participants fell from 95 in the plan year 2022 filing to 89 in the plan year 2023 filing.
- Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. end-of-year assets rose from $77M in the plan year 2022 filing to $81M in the plan year 2023 filing.
DOL schedule card
Filing strip 751848732 · Southside Bancshares, Inc. PY 2023 · Defined Benefit (Pension)
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. · $81M · 89 · 90th
- EIN $81M
- EIN 89
- EIN 90th
- EIN Defined Benefit (Pension)
- EIN near Seh America, Inc. Pension Plan
- EIN ind #7477
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 →
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $5M |
| Employer EIN | 751848732 |
| Plan Effective Date | 1966-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southside Bancshares, Inc.)
Sponsor-wide plan assets over time
All Southside Bancshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 11.13759404010849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,642 | $144M |
| 2023 | 3 | 1,672 | $159M |
| 2024 | 3 | 1,630 | $160M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Seh America, Inc. Pension Plan in WA ($81M); by covered participants it is Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division in RI (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Seh America, Inc. Pension Plan (WA) $81M · 371
- Do It Best Corp. Restated Retirement Plan (IN) $81M · 637
- Young Brothers, Limited Pension Plan (HI) $81M · 211
- Connecticut Health Care Associates Pension Fund (CT) $81M · 381
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
- Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division (RI) 89 · 0 off
- Valcor Engineering Corporation Employee's Pension Plan (NJ) 89 · 0 off
- Beneficial Bank Consolidated Pension Plan (DE) 89 · 0 off
- Hendrickson Truck Suspension Systems Indiana Pension Plan (IL) 89 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.