ESOP · DOL Form 5500 · 2022

The First National Bank of Mcgregor ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
89
Participants Small participant base
61st
Percentile by assets National rank
$92,282
Avg per participant Below avg balance/head
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Official DOL plan name: First National Bank of Mcgregor ESOP · Sponsored by The First National Bank of Mcgregor · Texas · Finance & Insurance

$8M in assets, 89 participants

The First National Bank of Mcgregor's First National Bank of Mcgregor ESOP reported $8M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,087 in Finance & Insurance (9,261 peers)

The First National Bank of Mcgregor multi-year trail

The First National Bank of Mcgregor's plans moved +37.4% in assets from 2022 to 2024; this filing shows First National Bank of Mcgregor ESOP at $8M / 89 participants.

#4,087
in Finance & Insurance (9,261 peers)
+4.7%
assets growth YoY

First National Bank of Mcgregor ESOP's mid-pack asset rank among Finance & Insurance and all filers

First National Bank of Mcgregor ESOP vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,213,059 Top 39% higher than 61% of 139,123 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 2022

First National Bank of Mcgregor ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National Bank of Mcgregor ESOP is a small filing (89 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 740775779 · The First National Bank of Mcgregor PY 2022 · ESOP

First National Bank of Mcgregor ESOP · $8M · 89 · 61st

  • NET $8M
  • BOOK 89
  • VS-ST 61st
  • BOY ESOP
  • SCH near Litho Press, Inc. Employee Stock Ownership Plan
  • EBSA ind #4087

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 What is an ESOP? → · Plans in Texas →

First National Bank of Mcgregor ESOP in the asset neighbourhood

Saver Group, Inc. Employee Stock Ownership PlanSaver Group, Inc. Employee S…$8MLatitude Corp. Employee Stock Ownership PlanLatitude Corp. Employee Stoc…$8MFirst National Bank of Mcgregor ESOPFirst National Bank of Mcgre…$8MLitho Press, Inc. Employee Stock Ownership PlanLitho Press, Inc. Employee S…$8MAmusement Group Holdings, Inc. ESOPAmusement Group Holdings, In…$8M
End-of-year total assets ($M) among First National Bank of Mcgregor ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The First National Bank of Mcgregor multi-year asset trail

Sponsor-wide plan assets over time

All The First National Bank of Mcgregor plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.40212994938914% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.21M $11.3M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 95 $10M
2024 1 83 $11M

The First National Bank of Mcgregor filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income$798K
Employer EIN740775779
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

First National Bank of Mcgregor ESOP vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants First National Bank of Mcgregor ESOP, Total assets ($B): 0.008213059 · Participants: 89First National Bank of Mcgregor ESOPSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
First National Bank of Mcgregor ESOP vs. nearby ESOP plans in Texas, assets vs. participants

First National Bank of Mcgregor ESOP's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Litho Press, Inc. Employee Stock Ownership Plan in IN ($8M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First National Bank of Mcgregor ESOP assets move in 2022?
First National Bank of Mcgregor ESOP edged up modestly - up 4.7% during 2022, from $8M to $8M. Reported net income was $798K.
How have The First National Bank of Mcgregor plan assets changed over time?
Across 3 plan years on file (2022-2024), The First National Bank of Mcgregor's sponsor-wide assets grew 37.4%, from $8M to $11M.
Which ESOP plans are similar in size to First National Bank of Mcgregor ESOP?
Among ESOP plans in other states, the closest by assets is Litho Press, Inc. Employee Stock Ownership Plan in IN ($8M, 42 participants).
Which ESOP plans cover a similar participant headcount to First National Bank of Mcgregor ESOP?
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (89 participants, $50M in assets).