ESOP · DOL Form 5500 · 2024

Southside Bancshares, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
724
Participants
60th
Percentile by assets
$16,843
Avg per participant
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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.

  • 60th percentile by assets (of 123,622 plans)
  • #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.

$12M
total plan assets (2024 EOY)
724
covered participants
60th
percentile by assets (of 123,622 plans)
$16,843
avg assets per participant

Where Southside Bancshares, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Texas
Industry
Finance & Insurance

Southside Bancshares, Inc. across 3 plan years on file

Across the 3 plan years Southside Bancshares, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $144M to $160M, a gain of 11.1%, while reported participants moved from 1,642 to 1,630 (-0.7%). Peak year by sponsor assets: 2024 ($160M); trough: 2022 ($144M).

Southside Bancshares, Inc. multi-year asset trail

$140M$145M$150M$155M$160M$165M 202220232024 $144M $160M ▲ +11.1%
Total plan assets by year, all Southside Bancshares, Inc. plans on file
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 ($B) Participants Southside Bancshares…, Total assets ($B): 0.012194536 · Participants: 724Southside Bancshares…Sammons Enterprises,…, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Em…Lja Engineering, Inc…, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc…Air Tractor Holdings…, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings…
Southside Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southside Bancshares, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Southside Bancshares, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Southside Bancshares, Inc. Employee Stoc…

Multi-year trail

Ways to act on Southside Bancshares, Inc. Employee Stock Ownership Plan's numbers.

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.