ESOP · DOL Form 5500 · 2023

Vbt Financial Corporation ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
412
Participants Below avg headcount
41st
Percentile by assets National rank
$10,158
Avg per participant Low balance/head
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Official DOL plan name: Vantage Bank Texas Employee Stock Ownership Plan · Sponsored by Vbt Financial Corporation · Texas · Finance & Insurance

$4M in assets, 412 participants

Vbt Financial Corporation's Vantage Bank Texas Employee Stock Ownership Plan reported $4M in total assets and 412 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,566 in Finance & Insurance (8,869 peers)

Vbt Financial Corporation multi-year trail

Vbt Financial Corporation's plans moved +117.4% in assets from 2022 to 2024; this filing shows Vantage Bank Texas Employee Stock Ownership Plan at $4M / 412 participants.

#2,566
in Finance & Insurance (8,869 peers)
+52.1%
assets growth YoY

Vantage Bank Texas Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Vantage Bank Texas Employee Stock Ownership Plan vs every filed plan by assets

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

$4,185,191 41st percentile higher than 41% 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

Vantage Bank Texas Employee Stock Ownership 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. Vantage Bank Texas Employee Stock Ownership Plan sits mid-pack in the medium band (412 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vantage Bank Texas Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vantage Bank Texas Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Vantage Bank Texas Employee Stock Ownership Plan reported participants rose from 404 in the plan year 2022 filing to 412 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830818315 · Vbt Financial Corporation PY 2023 · ESOP

Vantage Bank Texas Employee Stock Ownership Plan · $4M · 412 · 41st

  • PCT $4M
  • PCT 412
  • PCT 41st
  • PCT ESOP
  • PCT near Superior Graphite Co. Employee Stock Ownership Plan
  • PCT ind #2566

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 What is an ESOP? → · Plans in Texas →

Vantage Bank Texas Employee Stock Ownership Plan in the asset neighbourhood

Alvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4MAllied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$4MVantage Bank Texas Employee Stock Ownership PlanVantage Bank Texas Employee …$4MThe Comrex Corporation Employee Stock Ownership PlanThe Comrex Corporation Emplo…$4MSuperior Graphite Co. Employee Stock Ownership PlanSuperior Graphite Co. Employ…$4M
End-of-year total assets ($M) among Vantage Bank Texas Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Vbt Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Vbt Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 117.35491239743543% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.75M $5.98M ▲ +117.5%
Year Plans Participants Total Assets
2022 1 404 $3M
2023 1 412 $4M
2024 1 431 $6M

Vbt Financial Corporation filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN830818315
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Vantage Bank Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Vantage Bank Texas Employee Stock Ownership Plan, Total assets ($B): 0.004185191 · Participants: 412Vantage Bank Texas Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Vantage Bank Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Vantage Bank Texas Employee Stock Ownership Plan side-by-side with 3 peers →

Vantage Bank Texas Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Superior Graphite Co. Employee Stock Ownership Plan in IL ($4M); by covered participants it is Force America Inc. Employee Stock Ownership Plan in MN (412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Vantage Bank Texas Employee Stock Ownership Plan assets move in 2023? ▼
Vantage Bank Texas Employee Stock Ownership Plan surged - up 52.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Vbt Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vbt Financial Corporation's sponsor-wide assets grew 117.4%, from $3M to $6M.
Which ESOP plans are similar in size to Vantage Bank Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Superior Graphite Co. Employee Stock Ownership Plan in IL ($4M, 143 participants).
Which ESOP plans cover a similar participant headcount to Vantage Bank Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Force America Inc. Employee Stock Ownership Plan in MN (412 participants, $427M 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 830818315.

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.