401(k) · DOL Form 5500 · 2023

Westex Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
129
Participants Small participant base
77th
Percentile by assets National rank
$202,193
Avg per participant Above avg balance/head
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Official DOL plan name: The Bank & Trust 401(k) and Profit Sharing Plan · Sponsored by Westex Bancorp, Inc. · Texas · Management of Enterprises

$26M in assets, 129 participants

Westex Bancorp, Inc.'s The Bank & Trust 401(k) and Profit Sharing Plan reported $26M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #646 in Management of Enterprises (1,137 peers)

Coverage in Texas

The Bank & Trust 401(k) and Profit Sharing Plan covers 129 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#646
in Management of Enterprises (1,137 peers)
+26.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Bank & Trust 401(k) and Profit Sharing Plan's outsized position by total assets

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

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

$26,082,923 Top 23% higher than 77% 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

The Bank & Trust 401(k) and Profit Sharing Plan 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. The Bank & Trust 401(k) and Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bank & Trust 401(k) and Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Bank & Trust 401(k) and Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Bank & Trust 401(k) and Profit Sharing Plan reported participants rose from 123 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742102966 · Westex Bancorp, Inc. PY 2023 · 401(k)

The Bank & Trust 401(k) and Profit Sharing Plan · $26M · 129 · 77th

  • RANK $26M
  • PHOTO 129
  • IND 77th
  • EOY 401(k)
  • 5500 near Eos Accountants LLP 401(k) Plan
  • ASSETS ind #646

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 Management of Enterprises retirement plans → · Plans in Texas →

The Bank & Trust 401(k) and Profit Sharing Plan in the asset neighbourhood

Pediatric Specialists of Virginia 401(k) PlanPediatric Specialists of Vir…$26MPediatric & Family Medical Center Dba Eisner Health 401(k) Profit Sharing PlanPediatric & Family Medical C…$26MThe Bank & Trust 401(k) and Profit Sharing PlanThe Bank & Trust 401(k) and …$26MEos Accountants LLP 401(k) PlanEos Accountants LLP 401(k) P…$26M4 Over 401(k) Plan$26M
End-of-year total assets ($M) among The Bank & Trust 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN742102966
Plan Effective Date1985-04-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Westex Bancorp, Inc.)

Sponsor-wide plan assets over time

All Westex Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 50.35810247393802% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.6M $31M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 123 $21M
2023 1 129 $26M
2024 1 142 $31M

Nearby 401(k) Plans in Texas

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

The Bank & Trust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Bank & Trust 401(k) and Profit Sharing Plan, Total assets ($B): 0.026082923 · Participants: 129The Bank & Trust 401(k) and Profit Sharing 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
The Bank & Trust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Bank & Trust 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Eos Accountants LLP 401(k) Plan in NJ ($26M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 The Bank & Trust 401(k) and Profit Sharing Plan assets move in 2023? ▼
The Bank & Trust 401(k) and Profit Sharing Plan grew sharply - up 26.6% during 2023, from $21M to $26M. Reported net income was $5M.
How have Westex Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westex Bancorp, Inc.'s sponsor-wide assets grew 50.4%, from $21M to $31M.
Where does The Bank & Trust 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Bank & Trust 401(k) and Profit Sharing Plan ranks in the 77th 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 The Bank & Trust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eos Accountants LLP 401(k) Plan in NJ ($26M, 154 participants).
Which 401(k) plans cover a similar participant headcount to The Bank & Trust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 742102966.

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.