401(k) · DOL Form 5500 · 2024

Zapata Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
20
Participants Small participant base
42nd
Percentile by assets National rank
$253,330
Avg per participant Above avg balance/head
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Official DOL plan name: Zapata Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Zapata Bancshares, Inc. · Texas · Finance & Insurance

$5M in assets, 20 participants

Zapata Bancshares, Inc.'s Zapata Bancshares, Inc. Employee Stock Ownership Plan reported $5M in total assets and 20 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.

  • #2,435 in Finance & Insurance (8,549 peers)

Zapata Bancshares, Inc. multi-year trail

Zapata Bancshares, Inc.'s plans moved +28.9% in assets from 2022 to 2024; this filing shows Zapata Bancshares, Inc. Employee Stock Ownership Plan at $5M / 20 participants.

#2,435
in Finance & Insurance (8,549 peers)
+14.1%
assets growth YoY

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

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

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

$5,066,609 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

Zapata 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. Zapata Bancshares, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zapata Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $510K in the plan year 2023 filing to $627K in the plan year 2024 filing.
  • Zapata Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Zapata 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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 742215828 · Zapata Bancshares, Inc. PY 2024 · 401(k)

Zapata Bancshares, Inc. Employee Stock Ownership Plan · $5M · 20 · 42nd

  • BOY $5M
  • SCH 20
  • EBSA 42nd
  • PART 401(k)
  • TYPE near Homex Savings Plan
  • NET ind #2435

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 →

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

Zapata Bancshares, Inc. Employee Stock Ownership PlanZapata Bancshares, Inc. Empl…$5MHomex Savings Plan$5MNational Maintenance & Repair, Inc. Savings & Investment Plan #2National Maintenance & Repai…$5MFrank C. Videon, Inc. Employee Benefit PlanFrank C. Videon, Inc. Employ…$5MSamy Metyas, M.D., Inc. 401(k) PlanSamy Metyas, M.D., Inc. 401(…$5M
End-of-year total assets ($M) among Zapata Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Zapata Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 28.927319280434872% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.93M $5.07M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 17 $4M
2024 1 20 $5M

Zapata Bancshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$627K
Employer EIN742215828
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Zapata Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Zapata Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005066609 · Participants: 20Zapata Bancshares, Inc. 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
Zapata Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Zapata Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Homex Savings Plan in IL ($5M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Zapata Bancshares, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Zapata Bancshares, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.1% during 2024, from $4M to $5M. Reported net income was $627K.
How have Zapata Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zapata Bancshares, Inc.'s sponsor-wide assets grew 28.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Zapata Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homex Savings Plan in IL ($5M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Zapata Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 742215828.

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.