401(k) · DOL Form 5500 · 2023

North Dallas Bank & Trust Co. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
201
Participants Below avg headcount
79th
Percentile by assets National rank
$148,575
Avg per participant Above avg balance/head
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Official DOL plan name: Ndbt 401(k) Plan · Sponsored by North Dallas Bank & Trust Co. · Texas · Finance & Insurance

$30M in assets, 201 participants

North Dallas Bank & Trust Co.'s Ndbt 401(k) Plan reported $30M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,037 in Finance & Insurance (8,869 peers)

Coverage in Texas

Ndbt 401(k) Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#6,037
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ndbt 401(k) Plan's outsized position by total assets

Ndbt 401(k) Plan vs every filed plan by assets

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

$29,863,642 Top 21% higher than 79% 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

Ndbt 401(k) 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. Ndbt 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ndbt 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ndbt 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Ndbt 401(k) Plan reported participants rose from 196 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751050136 · North Dallas Bank & Trust Co. PY 2023 · 401(k)

Ndbt 401(k) Plan · $30M · 201 · 79th

  • IND $30M
  • EOY 201
  • 5500 79th
  • ASSETS 401(k)
  • PCT near E & E Manufacturing Company, Inc. 401(k) Plan
  • EIN ind #6037

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 →

Ndbt 401(k) Plan in the asset neighbourhood

Williamson Cadillac Employees' Retirement Plan and TrustWilliamson Cadillac Employee…$30MNdbt 401(k) Plan$30ME & E Manufacturing Company, Inc. 401(k) PlanE & E Manufacturing Company,…$30MAgi-Cfi Holdings, Inc. 401(k) PlanAgi-Cfi Holdings, Inc. 401(k…$30MWood County Telephone Company Savings PlanWood County Telephone Compan…$30M
End-of-year total assets ($M) among Ndbt 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN751050136
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Dallas Bank & Trust Co.)

Sponsor-wide plan assets over time

All North Dallas Bank & Trust Co. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 33.856976482160725% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.5M $34.2M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 196 $26M
2023 1 201 $30M
2024 1 202 $34M

Nearby 401(k) Plans in Texas

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

Ndbt 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ndbt 401(k) Plan, Total assets ($B): 0.029863642 · Participants: 201Ndbt 401(k) 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
Ndbt 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ndbt 401(k) Plan side-by-side with 3 peers →

Ndbt 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is E & E Manufacturing Company, Inc. 401(k) Plan in MI ($30M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Ndbt 401(k) Plan assets move in 2023? ▼
Ndbt 401(k) Plan grew sharply - up 17.0% during 2023, from $26M to $30M. Reported net income was $4M.
How have North Dallas Bank & Trust Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Dallas Bank & Trust Co.'s sponsor-wide assets grew 33.9%, from $26M to $34M.
Where does Ndbt 401(k) Plan rank by assets among Form 5500 filers? ▼
Ndbt 401(k) Plan ranks in the 79th 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 Ndbt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is E & E Manufacturing Company, Inc. 401(k) Plan in MI ($30M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Ndbt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 751050136.

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.