Profit Sharing · DOL Form 5500 · 2024

Lovelady State Bank Profit Sharing Plan

Data updated 2026-08-25

$830K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$103,783
Avg per participant Below avg balance/head
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Official DOL plan name: Lovelady State Bank Psp · Sponsored by Lovelady State Bank · Texas · Finance & Insurance

$830K in assets, 8 participants

Lovelady State Bank's Lovelady State Bank Psp reported $830K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,029 in Finance & Insurance (8,549 peers)

Lovelady State Bank multi-year trail

Lovelady State Bank's plans moved +16.6% in assets from 2022 to 2024; this filing shows Lovelady State Bank Psp at $830K / 8 participants.

#1,029
in Finance & Insurance (8,549 peers)
+9.3%
assets growth YoY

Lovelady State Bank Psp among the smaller filed plans by assets

Lovelady State Bank Psp vs every filed plan by assets

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

$830,264 22nd percentile higher than 22% 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

Lovelady State Bank Psp among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lovelady State Bank Psp is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lovelady State Bank Psp reported net income rose from $47K in the plan year 2023 filing to $71K in the plan year 2024 filing.
  • Lovelady State Bank Psp end-of-year assets rose from $759K in the plan year 2023 filing to $830K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751455327 · Lovelady State Bank PY 2024 · Profit Sharing

Lovelady State Bank Psp · $830K · 8 · 22nd

  • BOOK $830K
  • VS-ST 8
  • BOY 22nd
  • SCH Profit Sharing
  • EBSA near Calderone Abbott PC Profit Sharing Plan
  • PART ind #1029

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 →

Lovelady State Bank Psp in the asset neighbourhood

Lovelady State Bank Psp$830KCalderone Abbott PC Profit Sharing PlanCalderone Abbott PC Profit S…$831KEnvironmental Consulting, Inc$830KReay Resources Inc. Retirement PlanReay Resources Inc. Retireme…$832KWiiliam Schappell & Sons, Inc. Profit Sharing PlanWiiliam Schappell & Sons, In…$829K
End-of-year total assets ($M) among Lovelady State Bank Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lovelady State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Lovelady State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$830K 16.55494520149873% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.71M $0.83M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 9 $712K
2023 1 8 $759K
2024 1 8 $830K

Lovelady State Bank filing trail (2024)

Total Assets (Beginning of Year)$759K
Net Assets (End of Year)$830K
Net Income$71K
Employer EIN751455327
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lovelady State Bank Psp vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Lovelady State Bank Psp, Total assets ($B): 0.000830264 · Participants: 8Lovelady State Bank PspBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Lovelady State Bank Psp vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Lovelady State Bank Psp side-by-side with 3 peers →

Lovelady State Bank Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Calderone Abbott PC Profit Sharing Plan in VA ($831K); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($830K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lovelady State Bank Psp assets move in 2024? ▼
Lovelady State Bank Psp grew at a solid clip - up 9.3% during 2024, from $759K to $830K. Reported net income was $71K.
How have Lovelady State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lovelady State Bank's sponsor-wide assets grew 16.6%, from $712K to $830K.
Where does Lovelady State Bank Psp rank by assets among Form 5500 filers? ▼
Lovelady State Bank Psp ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lovelady State Bank Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Calderone Abbott PC Profit Sharing Plan in VA ($831K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Lovelady State Bank Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 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 751455327.

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.