401(k) · DOL Form 5500 · 2023
Lone Star National Bancshares-Texas, Inc 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 674
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $49,798
- Avg per participant Low balance/head
Official DOL plan name: Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan · Sponsored by Lone Star National Bancshares-Texas, Inc · Texas · Management of Enterprises
$34M in assets, 674 participants
Lone Star National Bancshares-Texas, Inc's Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan reported $34M in total assets and 674 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #698 in Management of Enterprises (1,137 peers)
Management of Enterprises sector rank
Within Management of Enterprises, Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan ranks #698 of 1,137 2023 filers by assets (1059% of the sector average)-$34M for 674 participants.
- #698
- in Management of Enterprises (1,137 peers)
- +18.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan's outsized position by total assets
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,563,812 Top 19% higher than 81% 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
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership 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. Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (674 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan reported participants rose from 613 in the plan year 2022 filing to 674 in the plan year 2023 filing.
DOL schedule card
Filing strip 742777101 · Lone Star National Bancshares-Texas, Inc PY 2023 · 401(k)
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan · $34M · 674 · 81st
- PHOTO $34M
- IND 674
- EOY 81st
- 5500 401(k)
- ASSETS near Gradient 401(k) Plan
- PCT ind #698
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 Management of Enterprises retirement plans → · Plans in Texas →
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 742777101 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lone Star National Bancshares-Texas, Inc)
Sponsor-wide plan assets over time
All Lone Star National Bancshares-Texas, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 29.000441477219074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 613 | $28M |
| 2023 | 1 | 674 | $34M |
| 2024 | 1 | 707 | $37M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Gradient 401(k) Plan in MA ($34M); by covered participants it is Toa (USA) 401(k) Plan in IN (674 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Gradient 401(k) Plan (MA) $34M · 143
- Lampton Welding Supply Company, Inc. Profit Sharing Plan (KS) $34M · 92
- Ip Infusion Inc. 401(k) Plan (CA) $34M · 61
- Mott Corporation 401(k) Plan (CT) $34M · 288
Similar participant headcount
Nearest other-state filings by covered participants (674 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.