Defined Benefit (Pension) · DOL Form 5500 · 2024

Southside Bancshares, Inc. Pension Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
69
Participants Small participant base
88th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. · Sponsored by Southside Bancshares, Inc. · Texas · Finance & Insurance

$77M in assets, 69 participants

Southside Bancshares, Inc.'s Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. reported $77M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,021 in Finance & Insurance (8,549 peers)

Where Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. sits by assets

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. sits in the top quartile of all filed plans by assets, $77M for 69 participants (~$1.1M/participant), down 4.8% in 2024.

#7,021
in Finance & Insurance (8,549 peers)
-4.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.'s outsized position by total assets

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. vs every filed plan by assets

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

$77,488,404 Top 12% higher than 88% 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

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. reported net income fell from $5M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. reported participants fell from 89 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. end-of-year assets fell from $81M in the plan year 2023 filing to $77M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751848732 · Southside Bancshares, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. · $77M · 69 · 88th

  • BOY $77M
  • BOY 69
  • BOY 88th
  • BOY Defined Benefit (Pension)
  • BOY near Retirement Plan B for Employees of American Crystal Sugar Company
  • BOY ind #7021

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 →

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. in the asset neighbourhood

Pirelli Tire Retirement Pension PlanPirelli Tire Retirement Pens…$78MRetirement Plan B for Employees of American Crystal Sugar CompanyRetirement Plan B for Employ…$78MRetirement Plan for the Subsidiaries of Southside Bancshares, Inc.Retirement Plan for the Subs…$77MStahl Specialty Company/Watry Industries Employees' Pension PlanStahl Specialty Company/Watr…$77MIuoe Local 295-295b,C Pension FundIuoe Local 295-295b,C Pensio…$77M
End-of-year total assets ($M) among Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$77M
Net Income-$4M
Employer EIN751848732
Plan Effective Date1966-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southside Bancshares, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$160M 11.13759404010849% vs 2022
2024 filing year
$140M$145M$150M$155M$160M$165M 202220232024 $144M $160M ▲ +11.1%
Year Plans Participants Total Assets
2022 3 1,642 $144M
2023 3 1,672 $159M
2024 3 1,630 $160M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for the Subsidiaries of Southside Bancshares, Inc., Total assets ($B): 0.077488404 · Participants: 69Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.AT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. side-by-side with 3 peers →

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan B for Employees of American Crystal Sugar Company in MN ($78M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. assets move in 2024? ▼
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. edged down modestly - down 4.8% during 2024, from $81M to $77M. Reported net income was -$4M.
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.
Where does Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan B for Employees of American Crystal Sugar Company in MN ($78M, 855 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants, $4M 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 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.