401(k) · DOL Form 5500 · 2022

Allegiance Bank 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
591
Participants Below avg headcount
91st
Percentile by assets National rank
$134,360
Avg per participant Near avg balance/head
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Official DOL plan name: Allegiance Bank 401(k) & Profit Sharing Plan · Sponsored by Allegiance Bank · Texas · Finance & Insurance

$79M in assets, 591 participants

Allegiance Bank's Allegiance Bank 401(k) & Profit Sharing Plan reported $79M in total assets and 591 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,984 in Finance & Insurance (9,261 peers)

Where Allegiance Bank 401(k) & Profit Sharing Plan sits by assets

Allegiance Bank 401(k) & Profit Sharing Plan sits in the top 10% of all filed plans by assets, $79M for 591 participants (~$134,360/participant), down 12.8% in 2022.

#7,984
in Finance & Insurance (9,261 peers)
-12.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allegiance Bank 401(k) & Profit Sharing Plan's outsized position by total assets

Allegiance Bank 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$79,406,586 Top 9% higher than 91% 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

Allegiance Bank 401(k) & Profit Sharing 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. Allegiance Bank 401(k) & Profit Sharing Plan sits mid-pack in the medium band (591 participants).

Plan-year Form 5500 strip

Filing strip 260589597 · Allegiance Bank PY 2022 · 401(k)

Allegiance Bank 401(k) & Profit Sharing Plan · $79M · 591 · 91st

  • BOY $79M
  • SCH 591
  • EBSA 91st
  • PART 401(k)
  • TYPE near Zwanger & Pesiri Radiology Group 401(k) Plan
  • NET ind #7984

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 →

Allegiance Bank 401(k) & Profit Sharing Plan in the asset neighbourhood

Nilfisk Group U.S. 401(k) Retirement PlanNilfisk Group U.S. 401(k) Re…$79MAllegiance Bank 401(k) & Profit Sharing PlanAllegiance Bank 401(k) & Pro…$79MZwanger & Pesiri Radiology Group 401(k) PlanZwanger & Pesiri Radiology G…$79MOrica USA Inc. 401(k) Plan$79MVan Andel Institute Retirement Savings PlanVan Andel Institute Retireme…$79M
End-of-year total assets ($M) among Allegiance Bank 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$79M
Net Income-$12M
Employer EIN260589597
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Bank)

Sponsor-wide plan assets over time

All Allegiance Bank plans reported in each filing year

Latest sponsor-wide plan assets
$150M 16.083619154690506% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $150M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 1,083 $129M
2023 2 1,014 $142M
2024 2 964 $150M

Nearby 401(k) Plans in Texas

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

Allegiance Bank 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Allegiance Bank 401(k) & Profit Sharing Plan, Total assets ($B): 0.079406586 · Participants: 591Allegiance Bank 401(k) & Profit Sharing 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
Allegiance Bank 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allegiance Bank 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Allegiance Bank 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zwanger & Pesiri Radiology Group 401(k) Plan in NY ($79M); by covered participants it is Sumo Logic, Inc. Retirement Savings Plan in CA (591 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (591 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 Allegiance Bank 401(k) & Profit Sharing Plan assets move in 2022? ▼
Allegiance Bank 401(k) & Profit Sharing Plan pulled back noticeably - down 12.8% during 2022, from $91M to $79M. Reported net income was -$12M.
How have Allegiance Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegiance Bank's sponsor-wide assets grew 16.1%, from $129M to $150M.
Where does Allegiance Bank 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Allegiance Bank 401(k) & Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allegiance Bank 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zwanger & Pesiri Radiology Group 401(k) Plan in NY ($79M, 928 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Bank 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sumo Logic, Inc. Retirement Savings Plan in CA (591 participants, $29M 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 260589597.

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.