401(k) · DOL Form 5500 · 2024

Bastrop Bancshares, Inc. 401(k) Plan

Data updated 2026-08-11

$30M
Total assets
140
Participants
77th
Percentile by assets
$212,387
Avg per participant
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Official DOL plan name: Bastrop Bancshares, Inc. ESOP with 401(k) Provisions · Sponsored by Bastrop Bancshares, Inc. · Texas · Finance & Insurance

$30M in assets, 140 participants

Bastrop Bancshares, Inc.'s Bastrop Bancshares, Inc. ESOP with 401(k) Provisions reported $30M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 123,622 plans)
  • #5,521 in Finance & Insurance (8,549 peers)

Coverage in Texas

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $30M.

$30M
total plan assets (2024 EOY)
140
covered participants
77th
percentile by assets (of 123,622 plans)
$212,387
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bastrop Bancshares, Inc. ESOP with 401(k) Provisions reported net income rose from -$5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bastrop Bancshares, Inc. ESOP with 401(k) Provisions reported participants rose from 121 in the plan year 2023 filing to 140 in the plan year 2024 filing.
  • Bastrop Bancshares, Inc. ESOP with 401(k) Provisions end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Bastrop Bancshares, Inc. ESOP with 401(k) Provisions reports 140 participants - about 20% of that state average ($30M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN742800901
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bastrop Bancshares, Inc.)

$26M$28M$30M$32M$34M 202220232024 $32.3M $29.7M ▼ -8.0%
Total plan assets by year, all Bastrop Bancshares, Inc. plans on file
Year Plans Participants Total Assets
2022 1 121 $32M
2023 1 121 $27M
2024 1 140 $30M

Nearby 401(k) Plans in Texas

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

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants

Bastrop Bancshares, Inc. ESOP 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 Bastrop Bancshares, …AT&T Retirement Savi…Exxonmobil Savings P…Chevron Employee Sav…Caterpillar 401(k) S…Southwest Airlines C…
Bastrop Bancshares, Inc. ESOP with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bastrop Bancshares, Inc. ESOP with 401(k) Provisions by total assets, not by location.

Frequently Asked Questions

How did Bastrop Bancshares, Inc. ESOP with 401(k) Provisions assets move in 2024?
Bastrop Bancshares, Inc. ESOP with 401(k) Provisions grew at a solid clip - up 10.2% during 2024, from $27M to $30M. Reported net income was $3M.
How have Bastrop Bancshares, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bastrop Bancshares, Inc.'s sponsor-wide assets declined 8.0%, from $32M to $30M.
Where does Bastrop Bancshares, Inc. ESOP with 401(k) Provisions rank by assets among Form 5500 filers?
Bastrop Bancshares, Inc. ESOP with 401(k) Provisions ranks in the 77th 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 Bastrop Bancshares, Inc. ESOP with 401(k) Provisions?
Among 401(k) plans in other states, the closest by assets is Wedgewood 401(k) Plan in CA ($30M, 371 participants).

Next read for Bastrop Bancshares, Inc. ESOP with 401(k…

Filing takeaways

Ways to act on Bastrop Bancshares, Inc. ESOP with 401(k) Provisions's numbers.