401(k) · DOL Form 5500 · 2023

Ennis State Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
55
Participants Small participant base
37th
Percentile by assets National rank
$58,253
Avg per participant Low balance/head
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Official DOL plan name: Ennis State Bank 401(k) Profit Sharing Plan and Trust · Sponsored by Ennis State Bank · Texas · Finance & Insurance

$3M in assets, 55 participants

Ennis State Bank's Ennis State Bank 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,266 in Finance & Insurance (8,869 peers)

Ennis State Bank multi-year trail

Ennis State Bank's plans moved +42.4% in assets from 2022 to 2024; this filing shows Ennis State Bank 401(k) Profit Sharing Plan and Trust at $3M / 55 participants.

#2,266
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY

Ennis State Bank 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Ennis State Bank 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,203,895 37th percentile higher than 37% of 127,068 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 2023

Ennis State Bank 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ennis State Bank 401(k) Profit Sharing Plan and Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ennis State Bank 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $607K in the plan year 2023 filing.
  • Ennis State Bank 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ennis State Bank 401(k) Profit Sharing Plan and Trust reported participants rose from 48 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750256400 · Ennis State Bank PY 2023 · 401(k)

Ennis State Bank 401(k) Profit Sharing Plan and Trust · $3M · 55 · 37th

  • RANK $3M
  • RANK 55
  • RANK 37th
  • RANK 401(k)
  • RANK near Jmj Financial 401(k) Plan
  • RANK ind #2266

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 →

Ennis State Bank 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ennis State Bank 401(k) Profit Sharing Plan and TrustEnnis State Bank 401(k) Prof…$3MJmj Financial 401(k) Plan$3MArp Sciences LLC 401(k) Plan$3MLaguarda Low Architects, LLC Employee Retirement PlanLaguarda Low Architects, LLC…$3MRoane Transportation Services Retirement Savings PlanRoane Transportation Service…$3M
End-of-year total assets ($M) among Ennis State Bank 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ennis State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Ennis State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.37368607098547% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.6M $3.7M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 55 $3M
2024 1 56 $4M

Ennis State Bank filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$607K
Employer EIN750256400
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ennis State Bank 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ennis State Bank 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003203895 · Participants: 55Ennis State Bank 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ennis State Bank 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Ennis State Bank 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jmj Financial 401(k) Plan in CA ($3M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ennis State Bank 401(k) Profit Sharing Plan and Trust assets move in 2023?
Ennis State Bank 401(k) Profit Sharing Plan and Trust grew sharply - up 23.4% during 2023, from $3M to $3M. Reported net income was $607K.
How have Ennis State Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Ennis State Bank's sponsor-wide assets grew 42.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Ennis State Bank 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Jmj Financial 401(k) Plan in CA ($3M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Ennis State Bank 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M in assets).