401(k) · DOL Form 5500 · 2023

Texas Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
497
Participants Below avg headcount
86th
Percentile by assets National rank
$101,134
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Bank and Trust Company Employee Ps Plan and Trust · Sponsored by Texas Bank and Trust Company · Texas · Finance & Insurance

$50M in assets, 497 participants

Texas Bank and Trust Company's Texas Bank and Trust Company Employee Ps Plan and Trust reported $50M in total assets and 497 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,903 in Finance & Insurance (8,869 peers)

Where Texas Bank and Trust Company Employee Ps Plan and Trust sits by assets

Texas Bank and Trust Company Employee Ps Plan and Trust sits in the top quartile of all filed plans by assets, $50M for 497 participants (~$101,134/participant), up 20.0% in 2023.

#6,903
in Finance & Insurance (8,869 peers)
+20.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Texas Bank and Trust Company Employee Ps Plan and Trust's outsized position by total assets

Texas Bank and Trust Company Employee Ps Plan and Trust vs every filed plan by assets

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

$50,263,364 Top 14% higher than 86% 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

Texas Bank and Trust Company Employee Ps Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Bank and Trust Company Employee Ps Plan and Trust sits mid-pack in the medium band (497 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Bank and Trust Company Employee Ps Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Texas Bank and Trust Company Employee Ps Plan and Trust end-of-year assets rose from $42M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Texas Bank and Trust Company Employee Ps Plan and Trust reported participants rose from 465 in the plan year 2022 filing to 497 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750962666 · Texas Bank and Trust Company PY 2023 · 401(k)

Texas Bank and Trust Company Employee Ps Plan and Trust · $50M · 497 · 86th

  • PCT $50M
  • EIN 497
  • RANK 86th
  • PHOTO 401(k)
  • IND near Vanguard Logistics Services (USA) Inc. 401(k) Profit Sharing Plan
  • EOY ind #6903

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 →

Texas Bank and Trust Company Employee Ps Plan and Trust in the asset neighbourhood

Rural King 401(k) Plan$50MTexas Bank and Trust Company Employee Ps Plan and TrustTexas Bank and Trust Company…$50MVanguard Logistics Services (USA) Inc. 401(k) Profit Sharing PlanVanguard Logistics Services …$50MSheet Metal Workers International Assoc., Local 3 401(k) PlanSheet Metal Workers Internat…$50MJ. D. Byrider 401(k) Plan$50M
End-of-year total assets ($M) among Texas Bank and Trust Company Employee Ps Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$50M
Net Income$8M
Employer EIN750962666
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Bank and Trust Company)

Sponsor-wide plan assets over time

All Texas Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$54M 28.819991436940462% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.9M $54M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 465 $42M
2023 1 497 $50M
2024 1 521 $54M

Nearby 401(k) Plans in Texas

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

Texas Bank and Trust Company Employee Ps Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Bank and Trust Company Employee Ps Plan and Trust, Total assets ($B): 0.050263364 · Participants: 497Texas Bank and Trust Company Employee Ps 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
Texas Bank and Trust Company Employee Ps Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Bank and Trust Company Employee Ps Plan and Trust side-by-side with 3 peers →

Texas Bank and Trust Company Employee Ps Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vanguard Logistics Services (USA) Inc. 401(k) Profit Sharing Plan in CA ($50M); by covered participants it is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE (497 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (497 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 Texas Bank and Trust Company Employee Ps Plan and Trust assets move in 2023? ▼
Texas Bank and Trust Company Employee Ps Plan and Trust grew sharply - up 20.0% during 2023, from $42M to $50M. Reported net income was $8M.
How have Texas Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Bank and Trust Company's sponsor-wide assets grew 28.8%, from $42M to $54M.
Where does Texas Bank and Trust Company Employee Ps Plan and Trust rank by assets among Form 5500 filers? ▼
Texas Bank and Trust Company Employee Ps Plan and Trust ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Texas Bank and Trust Company Employee Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vanguard Logistics Services (USA) Inc. 401(k) Profit Sharing Plan in CA ($50M, 491 participants).
Which 401(k) plans cover a similar participant headcount to Texas Bank and Trust Company Employee Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE (497 participants, $49M 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 750962666.

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.