Defined Benefit (Pension) · DOL Form 5500 · 2022
Jefferson Bank Pension Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 324
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $116,914
- Avg per participant Below avg balance/head
Official DOL plan name: Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust · Sponsored by Jefferson Bank · Texas · Finance & Insurance
$38M in assets, 324 participants
Jefferson Bank's Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust reported $38M in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,082 in Finance & Insurance (9,261 peers)
Coverage in Texas
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust covers 324 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $38M.
- #7,082
- in Finance & Insurance (9,261 peers)
- -19.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust's outsized position by total assets
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,880,163 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust sits mid-pack in the medium band (324 participants).
EBSA filing schedule strip
Filing strip 742280207 · Jefferson Bank PY 2022 · Defined Benefit (Pension)
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust · $38M · 324 · 85th
- RANK $38M
- RANK 324
- RANK 85th
- RANK Defined Benefit (Pension)
- RANK near White House Manufacturing Corporation Retirement Plan
- RANK ind #7082
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 →
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$9M |
| Employer EIN | 742280207 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson Bank)
Sponsor-wide plan assets over time
All Jefferson Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 24.46285622848717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 677 | $70M |
| 2023 | 2 | 675 | $78M |
| 2024 | 2 | 657 | $87M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is White House Manufacturing Corporation Retirement Plan in IL ($38M); by covered participants it is Allina Health Pension Plan for Collectively Bargained Employees in MN (324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (324 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.