ESOP · DOL Form 5500 · 2024

Southside Bancshares, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
724
Participants Near avg headcount
60th
Percentile by assets National rank
$16,843
Avg per participant Low balance/head
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Official DOL plan name: Southside Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance

$12M in assets, 724 participants

Southside Bancshares, Inc.'s Southside Bancshares, Inc. Employee Stock Ownership Plan reported $12M in total assets and 724 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,758 in Finance & Insurance (8,549 peers)

Southside Bancshares, Inc. multi-year trail

Southside Bancshares, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Southside Bancshares, Inc. Employee Stock Ownership Plan at $12M / 724 participants.

#3,758
in Finance & Insurance (8,549 peers)
+1.7%
assets growth YoY

Southside Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Southside Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,194,536 Top 40% higher than 60% 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

Southside Bancshares, Inc. Employee Stock Ownership 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. Southside Bancshares, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (724 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southside Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $207K in the plan year 2024 filing.
  • Southside Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 694 in the plan year 2023 filing to 724 in the plan year 2024 filing.
  • Southside Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751848732 · Southside Bancshares, Inc. PY 2024 · ESOP

Southside Bancshares, Inc. Employee Stock Ownership Plan · $12M · 724 · 60th

  • 5500 $12M
  • ASSETS 724
  • PCT 60th
  • EIN ESOP
  • RANK near Ronco Engineering Sales, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3758

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 What is an ESOP? → · Plans in Texas →

Southside Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cedar River Contracting, Inc. Employee Stock Ownership PlanCedar River Contracting, Inc…$12MInfosight Employee Stock Ownership Plan and TrustInfosight Employee Stock Own…$12MRonco Engineering Sales, Inc. Employee Stock Ownership PlanRonco Engineering Sales, Inc…$12MSouthside Bancshares, Inc. Employee Stock Ownership PlanSouthside Bancshares, Inc. E…$12MQuattrocchi Kwok Architects, Inc. Employee Stock Ownership PlanQuattrocchi Kwok Architects,…$12M
End-of-year total assets ($M) among Southside Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Southside Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$160M 11.13759404010849% vs 2022
2024 filing year
$140M$145M$150M$155M$160M$165M 202220232024 $144M $160M ▲ +11.1%
Year Plans Participants Total Assets
2022 3 1,642 $144M
2023 3 1,672 $159M
2024 3 1,630 $160M

Southside Bancshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$207K
Employer EIN751848732
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Southside Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Southside Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012194536 · Participants: 724Southside Bancshares, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Southside Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southside Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Southside Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Ronco Engineering Sales, Inc. Employee Stock Ownership Plan in MN ($12M); by covered participants it is Super Quik, Inc. Employee Stock Ownership Plan in KY (724 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (724 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 Southside Bancshares, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Southside Bancshares, Inc. Employee Stock Ownership Plan edged up modestly - up 1.7% during 2024, from $12M to $12M. Reported net income was $207K.
How have Southside Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southside Bancshares, Inc.'s sponsor-wide assets grew 11.1%, from $144M to $160M.
Which ESOP plans are similar in size to Southside Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ronco Engineering Sales, Inc. Employee Stock Ownership Plan in MN ($12M, 24 participants).
Which ESOP plans cover a similar participant headcount to Southside Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Super Quik, Inc. Employee Stock Ownership Plan in KY (724 participants, $15M 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 751848732.

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.