401(k) · DOL Form 5500 · 2024

Vista Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
182
Participants Below avg headcount
66th
Percentile by assets National rank
$90,138
Avg per participant Below avg balance/head
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Official DOL plan name: Vista Bancshares 401(k)Profit Sharing Plan · Sponsored by Vista Bancshares, Inc. · Texas · Finance & Insurance

$16M in assets, 182 participants

Vista Bancshares, Inc.'s Vista Bancshares 401(k)Profit Sharing Plan reported $16M in total assets and 182 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.

  • #4,325 in Finance & Insurance (8,549 peers)

Coverage in Texas

Vista Bancshares 401(k)Profit Sharing Plan covers 182 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#4,325
in Finance & Insurance (8,549 peers)
+14.8%
assets growth YoY

Vista Bancshares 401(k)Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Vista Bancshares 401(k)Profit Sharing Plan vs every filed plan by assets

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

$16,405,026 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

Vista Bancshares 401(k)Profit Sharing 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. Vista Bancshares 401(k)Profit Sharing Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vista Bancshares 401(k)Profit Sharing Plan reported net income rose from $993K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Vista Bancshares 401(k)Profit Sharing Plan reported participants rose from 143 in the plan year 2023 filing to 182 in the plan year 2024 filing.
  • Vista Bancshares 401(k)Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751940062 · Vista Bancshares, Inc. PY 2024 · 401(k)

Vista Bancshares 401(k)Profit Sharing Plan · $16M · 182 · 66th

  • IND $16M
  • IND 182
  • IND 66th
  • IND 401(k)
  • IND near The Gehr Group Inc. 401(k) Profit Sharing Plan
  • IND ind #4325

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 →

Vista Bancshares 401(k)Profit Sharing Plan in the asset neighbourhood

Vista Bancshares 401(k)Profit Sharing PlanVista Bancshares 401(k)Profi…$16MThe Gehr Group Inc. 401(k) Profit Sharing PlanThe Gehr Group Inc. 401(k) P…$16MPacific Income Advisers, Inc. 401(k) Profit Sharing PlanPacific Income Advisers, Inc…$16MProgress Lighting 401(k) Plan$16MBoundless Enterprises, LLC 401(k) PlanBoundless Enterprises, LLC 4…$16M
End-of-year total assets ($M) among Vista Bancshares 401(k)Profit Sharing 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 EIN751940062
Plan Effective Date1988-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Bancshares, Inc.)

Sponsor-wide plan assets over time

All Vista Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.322693745245264% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.3M $16.4M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 130 $13M
2023 1 143 $14M
2024 1 182 $16M

Nearby 401(k) Plans in Texas

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

Vista Bancshares 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vista Bancshares 401(k)Profit Sharing Plan, Total assets ($B): 0.016405026 · Participants: 182Vista Bancshares 401(k)Profit Sharing 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
Vista Bancshares 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Vista Bancshares 401(k)Profit Sharing Plan side-by-side with 3 peers →

Vista Bancshares 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Gehr Group Inc. 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Vista Bancshares 401(k)Profit Sharing Plan assets move in 2024? ▼
Vista Bancshares 401(k)Profit Sharing Plan grew at a solid clip - up 14.8% during 2024, from $14M to $16M. Reported net income was $2M.
How have Vista Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Bancshares, Inc.'s sponsor-wide assets grew 23.3%, from $13M to $16M.
Which 401(k) plans are similar in size to Vista Bancshares 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gehr Group Inc. 401(k) Profit Sharing Plan in CA ($16M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Vista Bancshares 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortis Lux Advantage 401(k) in FL (182 participants, $2M 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 751940062.

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.