ESOP · DOL Form 5500 · 2022

Vbt Financial Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
404
Participants Below avg headcount
39th
Percentile by assets National rank
$6,811
Avg per participant Low balance/head
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Official DOL plan name: Vantage Bank Texas Employee Stock Ownership Plan · Sponsored by Vbt Financial Corporation · Texas · Finance & Insurance

$3M in assets, 404 participants

Vbt Financial Corporation's Vantage Bank Texas Employee Stock Ownership Plan reported $3M in total assets and 404 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,436 in Finance & Insurance (9,261 peers)

Vbt Financial Corporation multi-year trail

Vbt Financial Corporation's plans moved +117.4% in assets from 2022 to 2024; this filing shows Vantage Bank Texas Employee Stock Ownership Plan at $3M / 404 participants.

#2,436
in Finance & Insurance (9,261 peers)
+123.8%
assets growth YoY

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

Vantage Bank Texas Employee Stock Ownership Plan vs every filed plan by assets

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

$2,751,803 39th percentile higher than 39% 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

Vantage Bank Texas Employee Stock Ownership 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. Vantage Bank Texas Employee Stock Ownership Plan sits mid-pack in the medium band (404 participants).

Published 5500 schedule card

Filing strip 830818315 · Vbt Financial Corporation PY 2022 · ESOP

Vantage Bank Texas Employee Stock Ownership Plan · $3M · 404 · 39th

  • PHOTO $3M
  • IND 404
  • EOY 39th
  • 5500 ESOP
  • ASSETS near Appliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #2436

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 →

Vantage Bank Texas Employee Stock Ownership Plan in the asset neighbourhood

Vantage Bank Texas Employee Stock Ownership PlanVantage Bank Texas Employee …$3MAppliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and TrustAppliance & Furniture Rental…$3MAmende & Schultz, Inc. Money Purchase Pension PlanAmende & Schultz, Inc. Money…$3MThird Floor North Employee Stock Ownership PlanThird Floor North Employee S…$3MIntermountain Plantings, Inc. ESOPIntermountain Plantings, Inc…$3M
End-of-year total assets ($M) among Vantage Bank Texas Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Vbt Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Vbt Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 117.35491239743543% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.75M $5.98M ▲ +117.5%
Year Plans Participants Total Assets
2022 1 404 $3M
2023 1 412 $4M
2024 1 431 $6M

Vbt Financial Corporation filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN830818315
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Vantage Bank Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Vantage Bank Texas Employee Stock Ownership Plan, Total assets ($B): 0.002751803 · Participants: 404Vantage Bank Texas 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
Vantage Bank Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Vantage Bank Texas Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Appliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and Trust in SD ($3M); by covered participants it is Tcw Holdings, Inc. Employee Stock Ownership Plan in TN (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Vantage Bank Texas Employee Stock Ownership Plan assets move in 2022? ▼
Vantage Bank Texas Employee Stock Ownership Plan surged - up 123.8% during 2022, from $1M to $3M. Reported net income was $2M.
How have Vbt Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vbt Financial Corporation's sponsor-wide assets grew 117.4%, from $3M to $6M.
Which ESOP plans are similar in size to Vantage Bank Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Appliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and Trust in SD ($3M, 58 participants).
Which ESOP plans cover a similar participant headcount to Vantage Bank Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tcw Holdings, Inc. Employee Stock Ownership Plan in TN (405 participants, $72M 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 830818315.

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.