401(k) · DOL Form 5500 · 2023

Waggoner National Bank 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
51
Participants Small participant base
25th
Percentile by assets National rank
$23,161
Avg per participant Low balance/head
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Official DOL plan name: Waggoner National Bank 401(k) Savings Plan · Sponsored by Waggoner National Bank · Texas · Finance & Insurance

$1M in assets, 51 participants

Waggoner National Bank's Waggoner National Bank 401(k) Savings Plan reported $1M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,446 in Finance & Insurance (8,869 peers)

Waggoner National Bank multi-year trail

Waggoner National Bank's plans moved +31.7% in assets from 2022 to 2024; this filing shows Waggoner National Bank 401(k) Savings Plan at $1M / 51 participants.

#1,446
in Finance & Insurance (8,869 peers)
+16.8%
assets growth YoY

Waggoner National Bank 401(k) Savings Plan among the smaller filed plans by assets

Waggoner National Bank 401(k) Savings Plan vs every filed plan by assets

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

$1,181,202 25th percentile higher than 25% 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

Waggoner National Bank 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waggoner National Bank 401(k) Savings Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waggoner National Bank 401(k) Savings Plan reported net income rose from -$123K in the plan year 2022 filing to $170K in the plan year 2023 filing.
  • Waggoner National Bank 401(k) Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750634430 · Waggoner National Bank PY 2023 · 401(k)

Waggoner National Bank 401(k) Savings Plan · $1M · 51 · 25th

  • NET $1M
  • BOOK 51
  • VS-ST 25th
  • BOY 401(k)
  • SCH near So Cal Sanitation-401(k) Plan
  • EBSA ind #1446

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 →

Waggoner National Bank 401(k) Savings Plan in the asset neighbourhood

Waggoner National Bank 401(k) Savings PlanWaggoner National Bank 401(k…$1MSo Cal Sanitation-401(k) Plan$1MRjmb Industries Retirement PlanRjmb Industries Retirement P…$1MPeninsula Endodontics PC 401(k) Profit Sharing PlanPeninsula Endodontics PC 401…$1MMpi Engineered Technologies LLC Usw Indiana 401(k) Profit Sharing Plan & TrustMpi Engineered Technologies …$1M
End-of-year total assets ($M) among Waggoner National Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Waggoner National Bank multi-year asset trail

Sponsor-wide plan assets over time

All Waggoner National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 31.72724271080681% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.01M $1.33M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 51 $1M
2023 1 51 $1M
2024 1 48 $1M

Waggoner National Bank filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$170K
Employer EIN750634430
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Waggoner National Bank 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Waggoner National Bank 401(k) Savings Plan, Total assets ($B): 0.001181202 · Participants: 51Waggoner National Bank 401(k) Savings PlanAT&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
Waggoner National Bank 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Waggoner National Bank 401(k) Savings Plan side-by-side with 3 peers →

Waggoner National Bank 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is So Cal Sanitation-401(k) Plan in CA ($1M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Waggoner National Bank 401(k) Savings Plan assets move in 2023? ▼
Waggoner National Bank 401(k) Savings Plan grew sharply - up 16.8% during 2023, from $1M to $1M. Reported net income was $170K.
How have Waggoner National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waggoner National Bank's sponsor-wide assets grew 31.7%, from $1M to $1M.
Where does Waggoner National Bank 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Waggoner National Bank 401(k) Savings Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Waggoner National Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is So Cal Sanitation-401(k) Plan in CA ($1M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Waggoner National Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750634430.

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.