ESOP · DOL Form 5500 · 2024

Coleman Bancshares, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
42nd
Percentile by assets National rank
$131,375
Avg per participant Near avg balance/head
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Official DOL plan name: Coleman Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Coleman Bancshares, Inc. · Texas · Finance & Insurance

$5M in assets, 38 participants

Coleman Bancshares, Inc.'s Coleman Bancshares, Inc. Employee Stock Ownership Plan reported $5M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,421 in Finance & Insurance (8,549 peers)

Coleman Bancshares, Inc. multi-year trail

Coleman Bancshares, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Coleman Bancshares, Inc. Employee Stock Ownership Plan at $5M / 38 participants.

#2,421
in Finance & Insurance (8,549 peers)
+15.8%
assets growth YoY

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

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

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

$4,992,244 42nd percentile higher than 42% 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

Coleman Bancshares, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coleman Bancshares, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coleman Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $569K in the plan year 2023 filing to $682K in the plan year 2024 filing.
  • Coleman Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Coleman Bancshares, Inc. Employee Stock Ownership Plan reported participants fell from 39 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751775831 · Coleman Bancshares, Inc. PY 2024 · ESOP

Coleman Bancshares, Inc. Employee Stock Ownership Plan · $5M · 38 · 42nd

  • NET $5M
  • NET 38
  • NET 42nd
  • NET ESOP
  • NET near Pyramax Bank Employee Stock Ownership Plan
  • NET ind #2421

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 →

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

Byrne Software Technologies Employee Stock Ownership PlanByrne Software Technologies …$5MWorth Higgins & Associates, Inc. Employee Stock Ownership PlanWorth Higgins & Associates, …$5MColeman Bancshares, Inc. Employee Stock Ownership PlanColeman Bancshares, Inc. Emp…$5MPyramax Bank Employee Stock Ownership PlanPyramax Bank Employee Stock …$5MMidland Financial Corp. Employee Stock Ownership PlanMidland Financial Corp. Empl…$5M
End-of-year total assets ($M) among Coleman Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Coleman Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 33.45716012659632% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.74M $4.99M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 34 $4M
2023 1 39 $4M
2024 1 38 $5M

Coleman Bancshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$682K
Employer EIN751775831
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Coleman 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 ($B) Participants Coleman Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004992244 · Participants: 38Coleman 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
Coleman Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Coleman Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Pyramax Bank Employee Stock Ownership Plan in WI ($5M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Coleman Bancshares, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Coleman Bancshares, Inc. Employee Stock Ownership Plan grew sharply - up 15.8% during 2024, from $4M to $5M. Reported net income was $682K.
How have Coleman Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman Bancshares, Inc.'s sponsor-wide assets grew 33.5%, from $4M to $5M.
Which ESOP plans are similar in size to Coleman Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pyramax Bank Employee Stock Ownership Plan in WI ($5M, 75 participants).
Which ESOP plans cover a similar participant headcount to Coleman Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M 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 751775831.

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.