401(k) · DOL Form 5500 · 2024

Bosque Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
30
Participants Small participant base
56th
Percentile by assets National rank
$338,011
Avg per participant High balance/head
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Official DOL plan name: Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bosque Bancshares, Inc. · Texas · Finance & Insurance

$10M in assets, 30 participants

Bosque Bancshares, Inc.'s Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $10M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,404 in Finance & Insurance (8,549 peers)

Bosque Bancshares, Inc. multi-year trail

Bosque Bancshares, Inc.'s plans moved +25.3% in assets from 2022 to 2024; this filing shows Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions at $10M / 30 participants.

#3,404
in Finance & Insurance (8,549 peers)
+12.8%
assets growth YoY

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

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

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

$10,140,331 Top 44% higher than 56% 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

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from $897K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported participants rose from 28 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742380786 · Bosque Bancshares, Inc. PY 2024 · 401(k)

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $10M · 30 · 56th

  • EBSA $10M
  • EBSA 30
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Riezman Berger, P.C. 401(k) Retirement Plan and Trust
  • EBSA ind #3404

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 →

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

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsBosque Bancshares, Inc. Empl…$10MRiezman Berger, P.C. 401(k) Retirement Plan and TrustRiezman Berger, P.C. 401(k) …$10MHicks 401(k) Plan$10MFsr Retirement Plan$10MR. W. Warner, Inc. Profit Sharing and 401(k) PlanR. W. Warner, Inc. Profit Sh…$10M
End-of-year total assets ($M) among Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bosque Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bosque Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 25.316645919241125% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.09M $10.1M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 25 $8M
2023 1 28 $9M
2024 1 30 $10M

Bosque Bancshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN742380786
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.010140331 · Participants: 30Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsAT&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
Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Riezman Berger, P.C. 401(k) Retirement Plan and Trust in MO ($10M); by covered participants it is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

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 Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2024? ▼
Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions grew at a solid clip - up 12.8% during 2024, from $9M to $10M. Reported net income was $1M.
How have Bosque Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bosque Bancshares, Inc.'s sponsor-wide assets grew 25.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Riezman Berger, P.C. 401(k) Retirement Plan and Trust in MO ($10M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants, N/A 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 742380786.

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.