Money Purchase · DOL Form 5500 · 2022

First National Bank Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
36th
Percentile by assets National rank
$89,199
Avg per participant Below avg balance/head
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Official DOL plan name: First National Bank, Quitaque Target Benefit Pension Plan · Sponsored by First National Bank · Texas · Finance & Insurance

$2M in assets, 26 participants

First National Bank's First National Bank, Quitaque Target Benefit Pension Plan reported $2M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,269 in Finance & Insurance (9,261 peers)

First National Bank multi-year trail

First National Bank's plans moved -36.3% in assets from 2022 to 2023; this filing shows First National Bank, Quitaque Target Benefit Pension Plan at $2M / 26 participants.

#2,269
in Finance & Insurance (9,261 peers)
-0.7%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Bank, Quitaque Target Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

First National Bank, Quitaque Target Benefit Pension Plan vs every filed plan by assets

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

$2,319,175 36th percentile higher than 36% 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, Quitaque Target Benefit Pension Plan 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, Quitaque Target Benefit Pension Plan is a small filing (26 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 750510685 · First National Bank PY 2022 · Money Purchase

First National Bank, Quitaque Target Benefit Pension Plan · $2M · 26 · 36th

  • IND $2M
  • IND 26
  • IND 36th
  • IND Money Purchase
  • IND near Money Purchase Pension Plan
  • IND ind #2269

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 →

First National Bank, Quitaque Target Benefit Pension Plan in the asset neighbourhood

Money Purchase Pension Plan$2MAmended Charles S. James, D.D.S., Ltd. Pension Plan and TrustAmended Charles S. James, D.…$2MParsons Smith & Stone - Money Purchase PlanParsons Smith & Stone - Mone…$2MFirst National Bank, Quitaque Target Benefit Pension PlanFirst National Bank, Quitaqu…$2MAnnuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731Annuity Plan for Clerical Em…$2M
End-of-year total assets ($M) among First National Bank, Quitaque Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

First National Bank multi-year asset trail

Sponsor-wide plan assets over time

All First National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 36.25979065831599% vs 2022
2023 filing year
$1M$1.5M$2M$2.5M 20222023 $2.32M $1.48M ▼ -36.2%
Year Plans Participants Total Assets
2022 1 26 $2M
2023 1 11 $1M

First National Bank filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$16K
Employer EIN750510685
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

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

First National Bank, Quitaque Target Benefit Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants First National Bank, Quitaque Target Benefit Pension Plan, Total assets ($M): 2.319175 · Participants: 26First National Bank, Quitaque Target Benefit Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
First National Bank, Quitaque Target Benefit Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

First National Bank, Quitaque Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Money Purchase Pension Plan in MD ($2M); by covered participants it is Retirement Plan of Richard King Mellon Foundation in PA (26 participants). Same-state nearby plans are listed separately above.

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, Quitaque Target Benefit Pension Plan assets move in 2022? ▼
First National Bank, Quitaque Target Benefit Pension Plan held essentially flat - down 0.7% during 2022, from $2M to $2M. Reported net income was -$16K.
How have First National Bank plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First National Bank's sponsor-wide assets declined 36.3%, from $2M to $1M.
Which Money Purchase plans are similar in size to First National Bank, Quitaque Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Pension Plan in MD ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to First National Bank, Quitaque Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of Richard King Mellon Foundation in PA (26 participants, $11M in assets).