401(k) · DOL Form 5500 · 2022

Allegiance Bank 401(k) Plan

Data updated 2026-08-11

$79M
Total assets
591
Participants
91st
Percentile by assets
$134,360
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$79M
total plan assets (2022 EOY)
591
covered participants
91st
percentile by assets (of 139,126 plans)
$134,360
avg assets per participant

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.

Where Allegiance Bank 401(k) & Profit Sharing Plan sits 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 $2,010,000,000 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

State

Allegiance Bank 401(k) & Profit Sharing Plan vs the 2022 asset distribution

By assets, Allegiance Bank 401(k) & Profit Sharing Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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)

$120M$130M$140M$150M$160M 202220232024 $129M $150M ▲ +16.1%
Total plan assets by year, all Allegiance Bank plans on file
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 ($B) Participants Allegiance Bank 401(…, Total assets ($B): 0.079406586 · Participants: 591Allegiance Bank 401(…AT&T Retirement Savi…, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, I…Dell 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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allegiance Bank 401(k) & Profit Sharing Plan by total assets, not by location.

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).

Next read for Allegiance Bank 401(k) & Profit Sharing …

Scale reading

Ways to act on Allegiance Bank 401(k) & Profit Sharing Plan's numbers.