401(k) · DOL Form 5500 · 2024

Stellar Bank 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
407
Participants Below avg headcount
93rd
Percentile by assets National rank
$368,001
Avg per participant High balance/head
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Official DOL plan name: Stellar Bank Retirement Plan · Sponsored by Stellar Bank · Texas · Finance & Insurance

$150M in assets, 407 participants

Stellar Bank's Stellar Bank Retirement Plan reported $150M in total assets and 407 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,595 in Finance & Insurance (8,549 peers)

Where Stellar Bank Retirement Plan sits by assets

Stellar Bank Retirement Plan sits in the top 10% of all filed plans by assets, $150M for 407 participants (~$368,001/participant), up 176.6% in 2024.

#7,595
in Finance & Insurance (8,549 peers)
+176.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Stellar Bank Retirement Plan's outsized position by total assets

Stellar Bank Retirement Plan vs every filed plan by assets

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

$149,776,481 Top 7% higher than 93% 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

Stellar Bank Retirement 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. Stellar Bank Retirement Plan sits mid-pack in the medium band (407 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stellar Bank Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $150M in the plan year 2024 filing.
  • Stellar Bank Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Stellar Bank Retirement Plan reported participants fell from 457 in the plan year 2023 filing to 407 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 260589597 · Stellar Bank PY 2024 · 401(k)

Stellar Bank Retirement Plan · $150M · 407 · 93rd

  • ASSETS $150M
  • PCT 407
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near 8x8, Inc. 401(k) Savings Plan
  • IND ind #7595

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 →

Stellar Bank Retirement Plan in the asset neighbourhood

Bkf Engineers 401(k) Profit Sharing PlanBkf Engineers 401(k) Profit …$150MTouchpoint, Inc. Employees' 401(k) PlanTouchpoint, Inc. Employees' …$150MStellar Bank Retirement Plan$150M8x8, Inc. 401(k) Savings Plan$150MRadiology Imaging Associates P.C. Profit Sharing PlanRadiology Imaging Associates…$150M
End-of-year total assets ($M) among Stellar Bank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$150M
Net Income$9M
Employer EIN260589597
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stellar Bank)

Sponsor-wide plan assets over time

All Stellar Bank plans reported in each filing year

Latest sponsor-wide plan assets
$150M 16.083619154690506% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $150M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 1,083 $129M
2023 2 1,014 $142M
2024 2 964 $150M

Nearby 401(k) Plans in Texas

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

Stellar Bank Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stellar Bank Retirement Plan, Total assets ($B): 0.149776481 · Participants: 407Stellar Bank Retirement 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
Stellar Bank Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stellar Bank Retirement Plan side-by-side with 3 peers →

Stellar Bank Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 8x8, Inc. 401(k) Savings Plan in CA ($150M); by covered participants it is Methode Electronics, Inc. 401(k) Savings Plan in IL (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Stellar Bank Retirement Plan assets move in 2024? ▼
Stellar Bank Retirement Plan surged - up 176.6% during 2024, from $54M to $150M. Reported net income was $9M.
How have Stellar Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stellar Bank's sponsor-wide assets grew 16.1%, from $129M to $150M.
Where does Stellar Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Stellar Bank Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stellar Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 8x8, Inc. 401(k) Savings Plan in CA ($150M, 661 participants).
Which 401(k) plans cover a similar participant headcount to Stellar Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Methode Electronics, Inc. 401(k) Savings Plan in IL (407 participants, $93M 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 260589597.

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.