Find an old Southside Bancshares 401(k)
Savings Plan for the Subsidiaries of Southside Bancshares, Inc.
Southside Bancshares, Inc. · Plan 002 · EIN 75-1848732 · Tyler, TX
| Plan administrator | Southside Bancshares, Inc. PO Box 6170, Tyler, TX 75711-0000 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 133 separated participants still had money in the plan | Form 5500 ↗ |
Southside Bancshares, Inc. Employee Stock Ownership Plan
Southside Bancshares, Inc. · Plan 003 · EIN 75-1848732 · Tyler, TX
| Plan administrator | Southside Bancshares, Inc. PO Box 6170, Tyler, TX 75711-6170 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 113 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.
Southside Bancshares, Inc. · Plan 001 · EIN 75-1848732 · Tyler, TX
| Plan administrator | Retirement Committee PO Box 6170, Tyler, TX 75711-6170 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 49 separated participants still had money in the plan | Form 5500 ↗ |
Southside Bancshares, Inc. Defined Benefit Pl for Former Employees of Omniamerican Bank
Southside Bancshares, Inc. · Plan 006 · EIN 75-1848732 · Fort Worth, TX
| Plan administrator | Southside Bancshares, Inc. 7800 White Settlement Road, Fort Worth, TX 76108 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Southside Bancshares 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Southside Bancshares 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Southside Bancshares, Inc., (903) 531-7111. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Southside Bancshares 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (903) 531-7111.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Southside Bancshares and does not hold accounts. Not financial advice. Report a correction