401(k) · DOL Form 5500 · 2023

Stellar Bank 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
457
Participants Below avg headcount
86th
Percentile by assets National rank
$118,481
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stellar Bank Retirement Plan · Sponsored by Stellar Bank · Texas · Finance & Insurance

$54M in assets, 457 participants

Stellar Bank's Stellar Bank Retirement Plan reported $54M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,011 in Finance & Insurance (8,869 peers)

Where Stellar Bank Retirement Plan sits by assets

Stellar Bank Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 457 participants (~$118,481/participant), up 9.1% in 2023.

#7,011
in Finance & Insurance (8,869 peers)
+9.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Stellar Bank Retirement Plan's outsized position by total assets

Stellar Bank Retirement Plan vs every filed plan by assets

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

$54,146,038 Top 14% higher than 86% 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

Stellar Bank Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stellar Bank Retirement Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stellar Bank Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Stellar Bank Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Stellar Bank Retirement Plan reported participants fell from 492 in the plan year 2022 filing to 457 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260589597 · Stellar Bank PY 2023 · 401(k)

Stellar Bank Retirement Plan · $54M · 457 · 86th

  • TYPE $54M
  • TYPE 457
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Gerdau Ameristeel US Savings Plan
  • TYPE ind #7011

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 →

Stellar Bank Retirement Plan in the asset neighbourhood

Gerdau Ameristeel US Savings PlanGerdau Ameristeel US Savings…$54MNorthpoint Development, LLC 401(k) Safe Harbor PlanNorthpoint Development, LLC …$54MStellar Bank Retirement Plan$54MMutual of Omaha Mortgage 401(k) PlanMutual of Omaha Mortgage 401…$54MStrata Corporation 401(k)$54M
End-of-year total assets ($M) among Stellar Bank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN260589597
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stellar Bank)

Sponsor-wide plan assets over time

All Stellar Bank plans reported in each filing year

Latest sponsor-wide plan assets
$150M 16.083619154690506% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $150M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 1,083 $129M
2023 2 1,014 $142M
2024 2 964 $150M

Nearby 401(k) Plans in Texas

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

Stellar Bank Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stellar Bank Retirement Plan, Total assets ($B): 0.054146038 · Participants: 457Stellar Bank Retirement 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
Stellar Bank Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stellar Bank Retirement Plan side-by-side with 3 peers →

Stellar Bank Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gerdau Ameristeel US Savings Plan in FL ($54M); by covered participants it is Wb Holdings, Inc. 401(k) Plan in WI (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Stellar Bank Retirement Plan assets move in 2023? ▼
Stellar Bank Retirement Plan grew at a solid clip - up 9.1% during 2023, from $50M to $54M. Reported net income was $5M.
How have Stellar Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stellar Bank's sponsor-wide assets grew 16.1%, from $129M to $150M.
Where does Stellar Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Stellar Bank Retirement Plan ranks in the 86th 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 401(k) plans are similar in size to Stellar Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gerdau Ameristeel US Savings Plan in FL ($54M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Stellar Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wb Holdings, Inc. 401(k) Plan in WI (457 participants, $32M 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 260589597.

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.