401(k) · DOL Form 5500 · 2023

Texas Partners Bank 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
397
Participants Below avg headcount
82nd
Percentile by assets National rank
$93,020
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Partners Bank 401(k) · Sponsored by Texas Partners Bank · Texas · Finance & Insurance

$37M in assets, 397 participants

Texas Partners Bank's Texas Partners Bank 401(k) reported $37M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,435 in Finance & Insurance (8,869 peers)

Where Texas Partners Bank 401(k) sits by assets

Texas Partners Bank 401(k) sits in the top quartile of all filed plans by assets, $37M for 397 participants (~$93,020/participant), up 15.3% in 2023.

#6,435
in Finance & Insurance (8,869 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Texas Partners Bank 401(k)'s outsized position by total assets

Texas Partners Bank 401(k) vs every filed plan by assets

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

$36,928,821 Top 18% higher than 82% 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 Partners Bank 401(k) 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 Partners Bank 401(k) sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Partners Bank 401(k) reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Texas Partners Bank 401(k) reported participants rose from 231 in the plan year 2022 filing to 397 in the plan year 2023 filing.
  • Texas Partners Bank 401(k) end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208922476 · Texas Partners Bank PY 2023 · 401(k)

Texas Partners Bank 401(k) · $37M · 397 · 82nd

  • PHOTO $37M
  • IND 397
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Cornerstone Medical Group 401(k) Savings Plan
  • PCT ind #6435

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 Partners Bank 401(k) in the asset neighbourhood

Texas Partners Bank 401(k)$37MCornerstone Medical Group 401(k) Savings PlanCornerstone Medical Group 40…$37MNew Jersey Hospital Association Salary Deferral PlanNew Jersey Hospital Associat…$37MM&q Packaging LLC 401(k)$37MLever1 Retirement Savings PlanLever1 Retirement Savings Pl…$37M
End-of-year total assets ($M) among Texas Partners Bank 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN208922476
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Partners Bank)

Sponsor-wide plan assets over time

All Texas Partners Bank plans reported in each filing year

Latest sponsor-wide plan assets
$43M 34.41456519701631% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32M $43.1M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 231 $32M
2023 1 397 $37M
2024 1 447 $43M

Nearby 401(k) Plans in Texas

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

Texas Partners Bank 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Partners Bank 401(k), Total assets ($B): 0.036928821 · Participants: 397Texas Partners Bank 401(k)AT&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 Partners Bank 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Partners Bank 401(k) side-by-side with 3 peers →

Texas Partners Bank 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cornerstone Medical Group 401(k) Savings Plan in MI ($37M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Partners Bank 401(k) assets move in 2023? ▼
Texas Partners Bank 401(k) grew sharply - up 15.3% during 2023, from $32M to $37M. Reported net income was $5M.
How have Texas Partners Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Partners Bank's sponsor-wide assets grew 34.4%, from $32M to $43M.
Where does Texas Partners Bank 401(k) rank by assets among Form 5500 filers? ▼
Texas Partners Bank 401(k) ranks in the 82nd 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 Partners Bank 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Medical Group 401(k) Savings Plan in MI ($37M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Texas Partners Bank 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 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 208922476.

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.