401(k) · DOL Form 5500 · 2024

Bastrop Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size: 140
Participants Small participant base: 77th
Percentile by assets National rank: $212,387
Avg per participant Above avg balance/head

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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.

#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.

#5,521
in Finance & Insurance (8,549 peers): +10.2%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions's outsized position by total assets

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions vs every filed plan by assets

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

$29,734,152 Top 23% higher than 77% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions 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. Bastrop Bancshares, Inc. ESOP with 401(k) Provisions sits mid-pack in the medium band (140 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

Plan-year Form 5500 strip

Filing strip 742800901 · Bastrop Bancshares, Inc. PY 2024 · 401(k)

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions · $30M · 140 · 77th

PART $30M
TYPE 140
NET 77th
BOOK 401(k)
VS-ST near Wedgewood 401(k) Plan
BOY ind #5521

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 →

End-of-year total assets ($M) among Bastrop Bancshares, Inc. ESOP with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$30M
Net Income	$3M
Employer EIN	742800901
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bastrop Bancshares, Inc.)

Latest sponsor-wide plan assets: $30M 7.965189265924767% vs 2022; 2024 filing year

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

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Bastrop Bancshares, Inc. ESOP with 401(k) Provisions side-by-side with 3 peers →

Bastrop Bancshares, Inc. ESOP with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wedgewood 401(k) Plan in CA ($30M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Wedgewood 401(k) Plan (CA) $30M · 371
Lake Superior Consulting 401(k) Plan (MN) $30M · 298
The Goodman-Gable-Gould Company 401(k) Profit Sharing Plan and Trust (MD) $30M · 123
Millstone Weber, LLC Retirement Savings Plan (MO) $30M · 128

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
401(k) Savings Plan for Peter Marino Architects (NY) 140 · 0 off
Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off

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 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).

Which 401(k) plans cover a similar participant headcount to Bastrop Bancshares, Inc. ESOP with 401(k) Provisions? ▼

Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 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 742800901.