Money Purchase · DOL Form 5500 · 2024

First State Bank & Trust Company Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
43
Participants Small participant base
56th
Percentile by assets National rank
$230,371
Avg per participant Above avg balance/head
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Official DOL plan name: First State Bank of Carthage Employee Money Purchase Plan & Trust · Sponsored by First State Bank & Trust Company · Texas · Finance & Insurance

$10M in assets, 43 participants

First State Bank & Trust Company's First State Bank of Carthage Employee Money Purchase Plan & Trust reported $10M in total assets and 43 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.

  • #3,362 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

First State Bank of Carthage Employee Money Purchase Plan & Trust holds $10M for 43 participants - about $230,371 per participant, above the median plan by assets.

#3,362
in Finance & Insurance (8,549 peers)
+4.9%
assets growth YoY

First State Bank of Carthage Employee Money Purchase Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

First State Bank of Carthage Employee Money Purchase Plan & Trust vs every filed plan by assets

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

$9,905,937 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

First State Bank of Carthage Employee Money Purchase Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First State Bank of Carthage Employee Money Purchase Plan & Trust is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Bank of Carthage Employee Money Purchase Plan & Trust reported net income rose from -$115K in the plan year 2023 filing to $464K in the plan year 2024 filing.
  • First State Bank of Carthage Employee Money Purchase Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • First State Bank of Carthage Employee Money Purchase Plan & Trust reported participants fell from 44 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 750270360 · First State Bank & Trust Company PY 2024 · Money Purchase

First State Bank of Carthage Employee Money Purchase Plan & Trust · $10M · 43 · 56th

  • NET $10M
  • NET 43
  • NET 56th
  • NET Money Purchase
  • NET near Missouri Historical Society Pension Plan
  • NET ind #3362

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 →

First State Bank of Carthage Employee Money Purchase Plan & Trust in the asset neighbourhood

Bayou La Batre Area Health Development Board, Inc. MppBayou La Batre Area Health D…$10MAppalachian Regional Healthcare System Frozen Retirement Savings PlanAppalachian Regional Healthc…$10MMissouri Historical Society Pension PlanMissouri Historical Society …$10MWindes, Inc. Money Purchase Pension Plan IIWindes, Inc. Money Purchase …$10MFirst State Bank of Carthage Employee Money Purchase Plan & TrustFirst State Bank of Carthage…$10M
End-of-year total assets ($M) among First State Bank of Carthage Employee Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$464K
Employer EIN750270360
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bank & Trust Company)

Sponsor-wide plan assets over time

All First State Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.6451930233974283% vs 2022
2024 filing year
$9.2M$9.4M$9.6M$9.8M$10M 202220232024 $9.56M $9.91M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 44 $10M
2023 1 44 $9M
2024 1 43 $10M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

First State Bank of Carthage Employee Money Purchase Plan & Trust vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants First State Bank of Carthage Employee Money Purchase Plan & Trust, Total assets ($B): 0.009905937 · Participants: 43First State Bank of Carthage Employee Money Purchase Plan & TrustOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity Plan
First State Bank of Carthage Employee Money Purchase Plan & Trust vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare First State Bank of Carthage Employee Money Purchase Plan & Trust side-by-side with 3 peers →

First State Bank of Carthage Employee Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Missouri Historical Society Pension Plan in MO ($10M); by covered participants it is The Better Business Bureau of Metropolitan New York Pension Plan in NY (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 First State Bank of Carthage Employee Money Purchase Plan & Trust assets move in 2024? ▼
First State Bank of Carthage Employee Money Purchase Plan & Trust edged up modestly - up 4.9% during 2024, from $9M to $10M. Reported net income was $464K.
How have First State Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank & Trust Company's sponsor-wide assets grew 3.6%, from $10M to $10M.
Which Money Purchase plans are similar in size to First State Bank of Carthage Employee Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Missouri Historical Society Pension Plan in MO ($10M, 153 participants).
Which Money Purchase plans cover a similar participant headcount to First State Bank of Carthage Employee Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Better Business Bureau of Metropolitan New York Pension Plan in NY (43 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 750270360.

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.