401(k) · DOL Form 5500 · 2024

First State Bank 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
149
Participants Small participant base
66th
Percentile by assets National rank
$109,360
Avg per participant Below avg balance/head
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Official DOL plan name: First State Bank Employee Savings Plan · Sponsored by First State Bank · Texas · Finance & Insurance

$16M in assets, 149 participants

First State Bank's First State Bank Employee Savings Plan reported $16M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,314 in Finance & Insurance (8,549 peers)

Coverage in Texas

First State Bank Employee Savings Plan covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#4,314
in Finance & Insurance (8,549 peers)
+15.2%
assets growth YoY

First State Bank Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

First State Bank Employee Savings Plan vs every filed plan by assets

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

$16,294,647 Top 34% higher than 66% 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 Employee Savings Plan 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. First State Bank Employee Savings Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Bank Employee Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • First State Bank Employee Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741258875 · First State Bank PY 2024 · 401(k)

First State Bank Employee Savings Plan · $16M · 149 · 66th

  • VS-ST $16M
  • VS-ST 149
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near Travel Store, Inc. 401(k) Plan
  • VS-ST ind #4314

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 Employee Savings Plan in the asset neighbourhood

Weldall Mfg., Inc. Profit Sharing 401(k) Savings PlanWeldall Mfg., Inc. Profit Sh…$16MFirst State Bank Employee Savings PlanFirst State Bank Employee Sa…$16MTravel Store, Inc. 401(k) PlanTravel Store, Inc. 401(k) Pl…$16MMaine Savings Federal Credit Union 401(k) Plan and TrustMaine Savings Federal Credit…$16MMicrometl Corporation 401(k) PlanMicrometl Corporation 401(k)…$16M
End-of-year total assets ($M) among First State Bank Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN741258875
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bank)

Sponsor-wide plan assets over time

All First State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 33.889634425311385% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $16.3M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 136 $12M
2023 1 149 $14M
2024 1 149 $16M

Nearby 401(k) Plans in Texas

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

First State Bank Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First State Bank Employee Savings Plan, Total assets ($B): 0.016294647 · Participants: 149First State Bank Employee Savings PlanAT&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
First State Bank Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First State Bank Employee Savings Plan side-by-side with 3 peers →

First State Bank Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Travel Store, Inc. 401(k) Plan in CA ($16M); by covered participants it is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Employee Savings Plan assets move in 2024? ▼
First State Bank Employee Savings Plan grew sharply - up 15.2% during 2024, from $14M to $16M. Reported net income was $2M.
How have First State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank's sponsor-wide assets grew 33.9%, from $12M to $16M.
Which 401(k) plans are similar in size to First State Bank Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travel Store, Inc. 401(k) Plan in CA ($16M, 99 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 participants, $4M 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 741258875.

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.