401(k) · DOL Form 5500 · 2023

First Sonora Bancshares Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
94
Participants Small participant base
62nd
Percentile by assets National rank
$122,956
Avg per participant Near avg balance/head
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Official DOL plan name: First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan · Sponsored by First Sonora Bancshares Inc. · Texas · Finance & Insurance

$12M in assets, 94 participants

First Sonora Bancshares Inc.'s First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan reported $12M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,124 in Finance & Insurance (8,869 peers)

First Sonora Bancshares Inc. multi-year trail

First Sonora Bancshares Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan at $12M / 94 participants.

#4,124
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs every filed plan by assets

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

$11,557,877 Top 38% higher than 62% 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 Sonora Bancshares, Inc. 401(k)Employee Stock Ownership 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 Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan reported net income rose from -$960K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan reported participants rose from 84 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 750568556 · First Sonora Bancshares Inc. PY 2023 · 401(k)

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan · $12M · 94 · 62nd

  • PART $12M
  • TYPE 94
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Ansett Aircraft Spares & Services, Inc. 401(k) Plan
  • BOY ind #4124

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 Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan in the asset neighbourhood

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership PlanFirst Sonora Bancshares, Inc…$12MAnsett Aircraft Spares & Services, Inc. 401(k) PlanAnsett Aircraft Spares & Ser…$12MJones, Jackson, Moll, Mcginnis, Stocks, PLC ProfitJones, Jackson, Moll, Mcginn…$12MCrest Insurance Group, LLC 401(k) PlanCrest Insurance Group, LLC 4…$12MCompany Wrench, Ltd, 401(k) Profit Sharing PlanCompany Wrench, Ltd, 401(k) …$12M
End-of-year total assets ($M) among First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

First Sonora Bancshares Inc. multi-year asset trail

Sponsor-wide plan assets over time

All First Sonora Bancshares Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.0722345688726% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.3M $11.7M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 94 $12M
2024 1 101 $12M

First Sonora Bancshares Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN750568556
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan, Total assets ($B): 0.011557877 · Participants: 94First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership 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
First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan side-by-side with 3 peers →

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ansett Aircraft Spares & Services, Inc. 401(k) Plan in CA ($12M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan assets move in 2023? ▼
First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan grew sharply - up 24.2% during 2023, from $9M to $12M. Reported net income was $2M.
How have First Sonora Bancshares Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Sonora Bancshares Inc.'s sponsor-wide assets grew 26.1%, from $9M to $12M.
Which 401(k) plans are similar in size to First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ansett Aircraft Spares & Services, Inc. 401(k) Plan in CA ($12M, 32 participants).
Which 401(k) plans cover a similar participant headcount to First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 750568556.

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.