401(k) · DOL Form 5500 · 2024

Cornerstone Capital Bank 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
1,434
Participants Near avg headcount
92nd
Percentile by assets National rank
$94,980
Avg per participant Below avg balance/head
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Official DOL plan name: Cornerstone Capital Bank, Ssb 401(k) Plan · Sponsored by Cornerstone Capital Bank · Texas · Finance & Insurance

$136M in assets, 1,434 participants

Cornerstone Capital Bank's Cornerstone Capital Bank, Ssb 401(k) Plan reported $136M in total assets and 1,434 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,524 in Finance & Insurance (8,549 peers)

Coverage in Texas

Cornerstone Capital Bank, Ssb 401(k) Plan covers 1,434 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $136M.

#7,524
in Finance & Insurance (8,549 peers)
+10.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Cornerstone Capital Bank, Ssb 401(k) Plan's outsized position by total assets

Cornerstone Capital Bank, Ssb 401(k) Plan vs every filed plan by assets

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

$136,200,838 Top 8% higher than 92% 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

Cornerstone Capital Bank, Ssb 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornerstone Capital Bank, Ssb 401(k) Plan lands in the large band (1,434 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cornerstone Capital Bank, Ssb 401(k) Plan reported participants fell from 1,693 in the plan year 2023 filing to 1,434 in the plan year 2024 filing.
  • Cornerstone Capital Bank, Ssb 401(k) Plan end-of-year assets rose from $124M in the plan year 2023 filing to $136M in the plan year 2024 filing.
  • Cornerstone Capital Bank, Ssb 401(k) Plan reported net income fell from $13M 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 760236067 · Cornerstone Capital Bank PY 2024 · 401(k)

Cornerstone Capital Bank, Ssb 401(k) Plan · $136M · 1,434 · 92nd

  • PART $136M
  • TYPE 1,434
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Marine Industry Retirement Plan
  • BOY ind #7524

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 →

Cornerstone Capital Bank, Ssb 401(k) Plan in the asset neighbourhood

The Allen & Company 401(k) Savings PlanThe Allen & Company 401(k) S…$136MAlps Alpine North America, Inc. 401(k) PlanAlps Alpine North America, I…$136MCornerstone Capital Bank, Ssb 401(k) PlanCornerstone Capital Bank, Ss…$136MMarine Industry Retirement PlanMarine Industry Retirement P…$136MAmerican Specialty Health Incorporated 401(k) Savings PlanAmerican Specialty Health In…$136M
End-of-year total assets ($M) among Cornerstone Capital Bank, Ssb 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$136M
Net Income$12M
Employer EIN760236067
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cornerstone Capital Bank)

Sponsor-wide plan assets over time

All Cornerstone Capital Bank plans reported in each filing year

Latest sponsor-wide plan assets
$136M 23.266809185872987% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $110M $136M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 1,851 $110M
2023 1 1,693 $124M
2024 1 1,434 $136M

Nearby 401(k) Plans in Texas

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

Cornerstone Capital Bank, Ssb 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cornerstone Capital Bank, Ssb 401(k) Plan, Total assets ($B): 0.136200838 · Participants: 1434Cornerstone Capital Bank, Ssb 401(k) 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
Cornerstone Capital Bank, Ssb 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cornerstone Capital Bank, Ssb 401(k) Plan side-by-side with 3 peers →

Cornerstone Capital Bank, Ssb 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Marine Industry Retirement Plan in IL ($136M); by covered participants it is Denali Retirement Plan in AR (1,434 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,434 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 Cornerstone Capital Bank, Ssb 401(k) Plan assets move in 2024? ▼
Cornerstone Capital Bank, Ssb 401(k) Plan grew at a solid clip - up 10.0% during 2024, from $124M to $136M. Reported net income was $12M.
How have Cornerstone Capital Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cornerstone Capital Bank's sponsor-wide assets grew 23.3%, from $110M to $136M.
Where does Cornerstone Capital Bank, Ssb 401(k) Plan rank by assets among Form 5500 filers? ▼
Cornerstone Capital Bank, Ssb 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cornerstone Capital Bank, Ssb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marine Industry Retirement Plan in IL ($136M, 4,233 participants).
Which 401(k) plans cover a similar participant headcount to Cornerstone Capital Bank, Ssb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Denali Retirement Plan in AR (1,434 participants, $50M 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 760236067.

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.