401(k) · DOL Form 5500 · 2024

Southside Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
837
Participants Near avg headcount
88th
Percentile by assets National rank
$83,865
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Savings Plan for the Subsidiaries of Southside Bancshares, Inc. · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance

$70M in assets, 837 participants

Southside Bancshares, Inc.'s Savings Plan for the Subsidiaries of Southside Bancshares, Inc. reported $70M in total assets and 837 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,900 in Finance & Insurance (8,549 peers)

Where Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits by assets

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits in the top quartile of all filed plans by assets, $70M for 837 participants (~$83,865/participant), up 7.6% in 2024.

#6,900
in Finance & Insurance (8,549 peers)
+7.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Savings Plan for the Subsidiaries of Southside Bancshares, Inc.'s outsized position by total assets

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$70,194,905 Top 12% higher than 88% of 123,620 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 2024

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan for the Subsidiaries of Southside Bancshares, Inc. sits mid-pack in the medium band (837 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Savings Plan for the Subsidiaries of Southside Bancshares, Inc. reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Savings Plan for the Subsidiaries of Southside Bancshares, Inc. end-of-year assets rose from $65M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Savings Plan for the Subsidiaries of Southside Bancshares, Inc. reported participants fell from 889 in the plan year 2023 filing to 837 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 751848732 · Southside Bancshares, Inc. PY 2024 · 401(k)

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. · $70M · 837 · 88th

  • BOOK $70M
  • BOOK 837
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Sherwood Construction Co. Inc. Savings and Profit Sharing Plan
  • BOOK ind #6900

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 →

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. in the asset neighbourhood

Savings Plan for the Subsidiaries of Southside Bancshares, Inc.Savings Plan for the Subsidi…$70MSherwood Construction Co. Inc. Savings and Profit Sharing PlanSherwood Construction Co. In…$70MVersant Health Holdco, Inc. 401(k) PlanVersant Health Holdco, Inc. …$70MPhotronics Profit Sharing and Savings PlanPhotronics Profit Sharing an…$70MVoxx International Corporation Profit Sharing and 401(k) PlanVoxx International Corporati…$70M
End-of-year total assets ($M) among Savings Plan for the Subsidiaries of Southside Bancshares, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$70M
Net Income$5M
Employer EIN751848732
Plan Effective Date1985-05-01
Filing StatusFILING 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
$140M$145M$150M$155M$160M$165M 202220232024 $144M $160M ▲ +11.1%
Year Plans Participants Total Assets
2022 3 1,642 $144M
2023 3 1,672 $159M
2024 3 1,630 $160M

Nearby 401(k) Plans in Texas

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

Savings Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Savings Plan for the Subsidiaries of Southside Bancshares, Inc., Total assets ($B): 0.070194905 · Participants: 837Savings Plan for the Subsidiaries of Southside Bancshares, Inc.AT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Savings Plan for the Subsidiaries of Southside Bancshares, Inc. side-by-side with 3 peers →

Savings Plan for the Subsidiaries of Southside Bancshares, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sherwood Construction Co. Inc. Savings and Profit Sharing Plan in KS ($70M); by covered participants it is Tsg Enterprises 401(k) Plan in MA (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Savings Plan for the Subsidiaries of Southside Bancshares, Inc. assets move in 2024? ▼
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. grew at a solid clip - up 7.6% during 2024, from $65M to $70M. Reported net income was $5M.
How have Southside Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southside Bancshares, Inc.'s sponsor-wide assets grew 11.1%, from $144M to $160M.
Where does Savings Plan for the Subsidiaries of Southside Bancshares, Inc. rank by assets among Form 5500 filers? ▼
Savings Plan for the Subsidiaries of Southside Bancshares, Inc. ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Savings Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Sherwood Construction Co. Inc. Savings and Profit Sharing Plan in KS ($70M, 1,051 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Tsg Enterprises 401(k) Plan in MA (837 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751848732.

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.