401(k) · DOL Form 5500 · 2024

First Sonora Bancshares Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
101
Participants Small participant base
59th
Percentile by assets National rank
$116,130
Avg per participant Below avg balance/head
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Official DOL plan name: First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan · Sponsored by First Sonora Bancshares Inc. · Texas · Finance & Insurance

$12M in assets, 101 participants

First Sonora Bancshares Inc.'s First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan reported $12M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,686 in Finance & Insurance (8,549 peers)

Coverage in Texas

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,686
in Finance & Insurance (8,549 peers)
+1.5%
assets growth YoY

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs every filed plan by assets

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

$11,729,090 Top 41% higher than 59% 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

First Sonora Bancshares, Inc. 401(k)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. First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $171K in the plan year 2024 filing.
  • First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan reported participants rose from 94 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • First Sonora Bancshares, Inc. 401(k)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 →

Published 5500 schedule card

Filing strip 750568556 · First Sonora Bancshares Inc. PY 2024 · 401(k)

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan · $12M · 101 · 59th

  • EOY $12M
  • EOY 101
  • EOY 59th
  • EOY 401(k)
  • EOY near Dmhd Holdings, LLC 401(k) Plan & Trust
  • EOY ind #3686

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 →

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan in the asset neighbourhood

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership PlanFirst Sonora Bancshares, Inc…$12MDmhd Holdings, LLC 401(k) Plan & TrustDmhd Holdings, LLC 401(k) Pl…$12MErickson & Brooks Retirement Savings PlanErickson & Brooks Retirement…$12MGaylord Chemical Company, L.L.C. 401(k) PlanGaylord Chemical Company, L.…$12MKniesel Auto Collision, Inc. 401(k) Profit Sharing PlanKniesel Auto Collision, Inc.…$12M
End-of-year total assets ($M) among First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$171K
Employer EIN750568556
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Sonora Bancshares Inc.)

Sponsor-wide plan assets over time

All First Sonora Bancshares Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.0722345688726% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.3M $11.7M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 94 $12M
2024 1 101 $12M

Nearby 401(k) Plans in Texas

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

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan, Total assets ($B): 0.01172909 · Participants: 101First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership 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
First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan side-by-side with 3 peers →

First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dmhd Holdings, LLC 401(k) Plan & Trust in FL ($12M); by covered participants it is Mnl 401(k) Plan in MN (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan assets move in 2024? ▼
First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan edged up modestly - up 1.5% during 2024, from $12M to $12M. Reported net income was $171K.
How have First Sonora Bancshares Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Sonora Bancshares Inc.'s sponsor-wide assets grew 26.1%, from $9M to $12M.
Which 401(k) plans are similar in size to First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dmhd Holdings, LLC 401(k) Plan & Trust in FL ($12M, 39 participants).
Which 401(k) plans cover a similar participant headcount to First Sonora Bancshares, Inc. 401(k)Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mnl 401(k) Plan in MN (101 participants, N/A 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 750568556.

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.