Defined Benefit (Pension) · DOL Form 5500 · 2023

Farmers State Bank Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
47
Participants Small participant base
60th
Percentile by assets National rank
$227,595
Avg per participant Above avg balance/head
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Official DOL plan name: Farmers State Bank Pension Plan · Sponsored by Farmers State Bank · Texas · Finance & Insurance

$11M in assets, 47 participants

Farmers State Bank's Farmers State Bank Pension Plan reported $11M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,978 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Farmers State Bank Pension Plan holds $11M for 47 participants - about $227,595 per participant, above the median plan by assets.

#3,978
in Finance & Insurance (8,869 peers)
+3.7%
assets growth YoY

Farmers State Bank Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Farmers State Bank Pension Plan vs every filed plan by assets

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

$10,696,953 Top 40% higher than 60% 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

Farmers State Bank Pension 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. Farmers State Bank Pension Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmers State Bank Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $385K in the plan year 2023 filing.
  • Farmers State Bank Pension Plan reported participants fell from 51 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • Farmers State Bank Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 750264630 · Farmers State Bank PY 2023 · Defined Benefit (Pension)

Farmers State Bank Pension Plan · $11M · 47 · 60th

  • BOOK $11M
  • VS-ST 47
  • BOY 60th
  • SCH Defined Benefit (Pension)
  • EBSA near Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico
  • PART ind #3978

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 →

Farmers State Bank Pension Plan in the asset neighbourhood

Azdel, Inc. Retirement Plan$11MDuncan Employees Security PlanDuncan Employees Security Pl…$11MFarmers State Bank Pension PlanFarmers State Bank Pension P…$11MLockheed Martin Corporation New Retirement Income Plan for Employees in Puerto RicoLockheed Martin Corporation …$11MColt Retirement Defined Benefit PlanColt Retirement Defined Bene…$11M
End-of-year total assets ($M) among Farmers State Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$385K
Employer EIN750264630
Plan Effective Date1969-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farmers State Bank)

Sponsor-wide plan assets over time

All Farmers State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 3.7292260633116636% vs 2022
2023 filing year
$10.2M$10.4M$10.6M$10.8M 20222023 $10.3M $10.7M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 51 $10M
2023 1 47 $11M

Nearby Defined Benefit (Pension) Plans in Texas

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

Farmers State Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Farmers State Bank Pension Plan, Total assets ($B): 0.010696953 · Participants: 47Farmers State Bank Pension 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
Farmers State Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Farmers State Bank Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico in MD ($11M); by covered participants it is First Federal Savings Bank Defined Benefit Plan in IN (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Farmers State Bank Pension Plan assets move in 2023? ▼
Farmers State Bank Pension Plan edged up modestly - up 3.7% during 2023, from $10M to $11M. Reported net income was $385K.
How have Farmers State Bank plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Farmers State Bank's sponsor-wide assets grew 3.7%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Farmers State Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico in MD ($11M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Farmers State Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Federal Savings Bank Defined Benefit Plan in IN (47 participants, $2M 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 750264630.

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.