401(k) · DOL Form 5500 · 2024
Lone Star National Bancshares-Texas, Inc 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 707
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $51,671
- Avg per participant Low balance/head
Official DOL plan name: Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan · Sponsored by Lone Star National Bancshares-Texas, Inc · Texas · Management of Enterprises
$37M in assets, 707 participants
Lone Star National Bancshares-Texas, Inc's Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan reported $37M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #704 in Management of Enterprises (1,133 peers)
Where Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan sits by assets
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $37M for 707 participants (~$51,671/participant), up 8.8% in 2024.
- #704
- in Management of Enterprises (1,133 peers)
- +8.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan's outsized position by total assets
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,531,070 Top 20% higher than 80% 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
Lone Star National Bancshares-Texas, Inc 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. Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (707 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan reported participants rose from 674 in the plan year 2023 filing to 707 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 742777101 · Lone Star National Bancshares-Texas, Inc PY 2024 · 401(k)
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan · $37M · 707 · 80th
- BOY $37M
- SCH 707
- EBSA 80th
- PART 401(k)
- TYPE near Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust
- NET ind #704
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 Management of Enterprises retirement plans → · Plans in Texas →
Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 742777101 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lone Star National Bancshares-Texas, Inc)
Sponsor-wide plan assets over time
All Lone Star National Bancshares-Texas, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 29.000441477219074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 613 | $28M |
| 2023 | 1 | 674 | $34M |
| 2024 | 1 | 707 | $37M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Lone Star National Bancshares-Texas, 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 Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust in GA ($37M); by covered participants it is New Directions Behavioral Health 401(k) Profit Sharing Plan and Trust in KS (707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (707 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.