ESOP · DOL Form 5500 · 2022

Citizens National Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
43rd
Percentile by assets National rank
$200,291
Avg per participant Above avg balance/head
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Official DOL plan name: Citizens National Bank Employee Stock Ownership Plan · Sponsored by Citizens National Bank · Texas · Finance & Insurance

$3M in assets, 17 participants

Citizens National Bank's Citizens National Bank Employee Stock Ownership Plan reported $3M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,704 in Finance & Insurance (9,261 peers)

Citizens National Bank multi-year trail

Citizens National Bank's plans moved +34.5% in assets from 2022 to 2024; this filing shows Citizens National Bank Employee Stock Ownership Plan at $3M / 17 participants.

#2,704
in Finance & Insurance (9,261 peers)
+6.6%
assets growth YoY

Citizens National Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens National Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$3,404,949 43rd percentile higher than 43% 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

Citizens National Bank Employee Stock Ownership 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. Citizens National Bank Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 751800534 · Citizens National Bank PY 2022 · ESOP

Citizens National Bank Employee Stock Ownership Plan · $3M · 17 · 43rd

  • NET $3M
  • BOOK 17
  • VS-ST 43rd
  • BOY ESOP
  • SCH near Mid-States Concrete Industries Employee Stock Ownership Plan
  • EBSA ind #2704

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 →

Citizens National Bank Employee Stock Ownership Plan in the asset neighbourhood

Mid-States Concrete Industries Employee Stock Ownership PlanMid-States Concrete Industri…$3MNeuro-Tec, Inc. Employee Stock Ownership PlanNeuro-Tec, Inc. Employee Sto…$3MCitizens National Bank Employee Stock Ownership PlanCitizens National Bank Emplo…$3MH&m Employee Stock Ownership PlanH&m Employee Stock Ownership…$3MFerguson Holdings, Inc. Employee Stock Ownership PlanFerguson Holdings, Inc. Empl…$3M
End-of-year total assets ($M) among Citizens National Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Citizens National Bank multi-year asset trail

Sponsor-wide plan assets over time

All Citizens National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.49719804907504% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.4M $4.58M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 17 $3M
2023 1 15 $4M
2024 1 15 $5M

Citizens National Bank filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$211K
Employer EIN751800534
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Citizens National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Citizens National Bank Employee Stock Ownership Plan, Total assets ($B): 0.003404949 · Participants: 17Citizens National Bank Employee Stock Ownership PlanSammons 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
Citizens National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Citizens National Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Citizens National Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Mid-States Concrete Industries Employee Stock Ownership Plan in IL ($3M); by covered participants it is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Citizens National Bank Employee Stock Ownership Plan assets move in 2022? ▼
Citizens National Bank Employee Stock Ownership Plan grew at a solid clip - up 6.6% during 2022, from $3M to $3M. Reported net income was $211K.
How have Citizens National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens National Bank's sponsor-wide assets grew 34.5%, from $3M to $5M.
Which ESOP plans are similar in size to Citizens National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid-States Concrete Industries Employee Stock Ownership Plan in IL ($3M, 62 participants).
Which ESOP plans cover a similar participant headcount to Citizens National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751800534.

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.