401(k) · DOL Form 5500 · 2024

Citizens State Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
142
Participants Small participant base
72nd
Percentile by assets National rank
$157,223
Avg per participant Above avg balance/head
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Official DOL plan name: Citizens State Bank 401(k) Savings Plan · Sponsored by Citizens State Bank · Texas · Finance & Insurance

$22M in assets, 142 participants

Citizens State Bank's Citizens State Bank 401(k) Savings Plan reported $22M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,956 in Finance & Insurance (8,549 peers)

Coverage in Texas

Citizens State Bank 401(k) Savings Plan covers 142 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#4,956
in Finance & Insurance (8,549 peers)
+9.6%
assets growth YoY

Citizens State Bank 401(k) Savings Plan's outsized position by total assets

Citizens State Bank 401(k) Savings Plan vs every filed plan by assets

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

$22,325,629 Top 28% higher than 72% 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

Citizens State Bank 401(k) 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. Citizens State Bank 401(k) Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens State Bank 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Citizens State Bank 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Citizens State Bank 401(k) Savings Plan reported participants rose from 140 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 740557930 · Citizens State Bank PY 2024 · 401(k)

Citizens State Bank 401(k) Savings Plan · $22M · 142 · 72nd

  • RANK $22M
  • RANK 142
  • RANK 72nd
  • RANK 401(k)
  • RANK near Harting, Inc. Profit Sharing 401(k) Plan & Trust
  • RANK ind #4956

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 →

Citizens State Bank 401(k) Savings Plan in the asset neighbourhood

Citizens State Bank 401(k) Savings PlanCitizens State Bank 401(k) S…$22MHarting, Inc. Profit Sharing 401(k) Plan & TrustHarting, Inc. Profit Sharing…$22MJ. Calnan and Associates, Inc. 401(k) PlanJ. Calnan and Associates, In…$22MGyansys, Inc. 401(k) Plan$22MValicor Environmental Services, LLC 401(k) PlanValicor Environmental Servic…$22M
End-of-year total assets ($M) among Citizens State Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN740557930
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens State Bank)

Sponsor-wide plan assets over time

All Citizens State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.509861503271075% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.1M $22.3M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 136 $17M
2023 1 140 $20M
2024 1 142 $22M

Nearby 401(k) Plans in Texas

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

Citizens State Bank 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Citizens State Bank 401(k) Savings Plan, Total assets ($B): 0.022325629 · Participants: 142Citizens State Bank 401(k) 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
Citizens State Bank 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Citizens State Bank 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Harting, Inc. Profit Sharing 401(k) Plan & Trust in IL ($22M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Citizens State Bank 401(k) Savings Plan assets move in 2024? ▼
Citizens State Bank 401(k) Savings Plan grew at a solid clip - up 9.6% during 2024, from $20M to $22M. Reported net income was $2M.
How have Citizens State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens State Bank's sponsor-wide assets grew 30.5%, from $17M to $22M.
Which 401(k) plans are similar in size to Citizens State Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harting, Inc. Profit Sharing 401(k) Plan & Trust in IL ($22M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Citizens State Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 740557930.

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.