401(k) · DOL Form 5500 · 2024
Stellar Bank 401(k) Plan
Data updated 2026-08-11
- $150M
- Total assets
- 407
- Participants
- 93rd
- Percentile by assets
- $368,001
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $150M
- total plan assets (2024 EOY)
- 407
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $368,001
- avg assets per participant
Where Stellar Bank Retirement Plan sits 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
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
- 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.
Stellar Bank Retirement Plan vs the 2024 asset distribution
By assets, Stellar Bank Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $9M |
| Employer EIN | 260589597 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stellar Bank)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stellar Bank Retirement Plan by total assets, not by location.
- 8x8, Inc. 401(k) Savings Plan (CA) $150M · 661
- Radiology Imaging Associates P.C. Profit Sharing Plan (CO) $150M · 477
- Touchpoint, Inc. Employees' 401(k) Plan (PA) $150M · 912
- Bkf Engineers 401(k) Profit Sharing Plan (CA) $150M · 394
Frequently Asked Questions
How did Stellar Bank Retirement Plan assets move in 2024? ▼
How have Stellar Bank plan assets changed over time? ▼
Where does Stellar Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Stellar Bank Retirement Plan? ▼
Next read for Stellar Bank Retirement Plan
Scale reading
Ways to act on Stellar Bank Retirement Plan's numbers.
- By total assets, Stellar Bank Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Stellar Bank's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Finance & Insurance plans