401(k) · DOL Form 5500 · 2022

Jefferson Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
353
Participants Below avg headcount
84th
Percentile by assets National rank
$91,752
Avg per participant Below avg balance/head
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Official DOL plan name: Jefferson Bancshares, Inc. 401(k) Plan · Sponsored by Jefferson Bancshares, Inc. · Texas · Finance & Insurance

$32M in assets, 353 participants

Jefferson Bancshares, Inc.'s Jefferson Bancshares, Inc. 401(k) Plan reported $32M in total assets and 353 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,830 in Finance & Insurance (9,261 peers)

Where Jefferson Bancshares, Inc. 401(k) Plan sits by assets

Jefferson Bancshares, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 353 participants (~$91,752/participant), down 11.3% in 2022.

#6,830
in Finance & Insurance (9,261 peers)
-11.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jefferson Bancshares, Inc. 401(k) Plan's outsized position by total assets

Jefferson Bancshares, Inc. 401(k) Plan vs every filed plan by assets

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

$32,388,361 Top 16% higher than 84% 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

Jefferson Bancshares, Inc. 401(k) Plan 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. 401(k) Plan sits mid-pack in the medium band (353 participants).

Form 5500 schedule snapshot

Filing strip 742280207 · Jefferson Bancshares, Inc. PY 2022 · 401(k)

Jefferson Bancshares, Inc. 401(k) Plan · $32M · 353 · 84th

  • PCT $32M
  • EIN 353
  • RANK 84th
  • PHOTO 401(k)
  • IND near Bh Management 401(k) Plan
  • EOY ind #6830

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. 401(k) Plan in the asset neighbourhood

Jefferson Bancshares, Inc. 401(k) PlanJefferson Bancshares, Inc. 4…$32MBh Management 401(k) Plan$32MPrice Industries, Inc. 401(k) PlanPrice Industries, Inc. 401(k…$32MBrr Architecture, Inc. Profit Sharing 401(k) PlanBrr Architecture, Inc. Profi…$32MAutoneum North America, Inc. Bloomsburg Union Retirement and Savings PlanAutoneum North America, Inc.…$32M
End-of-year total assets ($M) among Jefferson Bancshares, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN742280207
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Bancshares, Inc.)

Sponsor-wide plan assets over time

All Jefferson Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 24.46285622848717% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.3M $87.5M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 677 $70M
2023 2 675 $78M
2024 2 657 $87M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jefferson Bancshares, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Jefferson Bancshares, Inc. 401(k) Plan, Total assets ($B): 0.032388361 · Participants: 353Jefferson Bancshares, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Jefferson Bancshares, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jefferson Bancshares, Inc. 401(k) Plan side-by-side with 3 peers →

Jefferson Bancshares, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bh Management 401(k) Plan in IA ($32M); by covered participants it is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Jefferson Bancshares, Inc. 401(k) Plan assets move in 2022? ▼
Jefferson Bancshares, Inc. 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $37M to $32M. Reported net income was -$4M.
How have Jefferson Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Bancshares, Inc.'s sponsor-wide assets grew 24.5%, from $70M to $87M.
Where does Jefferson Bancshares, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jefferson Bancshares, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jefferson Bancshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bh Management 401(k) Plan in IA ($32M, 2,322 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Bancshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (353 participants, $38M 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 742280207.

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.