401(k) · DOL Form 5500 · 2023

Benchmark Bank 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
171
Participants Small participant base
75th
Percentile by assets National rank
$136,658
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benchmark Bank Employees 401(k) Plan and Trust · Sponsored by Benchmark Bank · Texas · Finance & Insurance

$23M in assets, 171 participants

Benchmark Bank's Benchmark Bank Employees 401(k) Plan and Trust reported $23M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,563 in Finance & Insurance (8,869 peers)

Coverage in Texas

Benchmark Bank Employees 401(k) Plan and Trust covers 171 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#5,563
in Finance & Insurance (8,869 peers)
+12.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Benchmark Bank Employees 401(k) Plan and Trust's outsized position by total assets

Benchmark Bank Employees 401(k) Plan and Trust vs every filed plan by assets

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

$23,368,595 Top 25% higher than 75% 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

Benchmark Bank Employees 401(k) 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. Benchmark Bank Employees 401(k) Plan and Trust sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benchmark Bank Employees 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Benchmark Bank Employees 401(k) Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Benchmark Bank Employees 401(k) Plan and Trust reported participants fell from 178 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751163748 · Benchmark Bank PY 2023 · 401(k)

Benchmark Bank Employees 401(k) Plan and Trust · $23M · 171 · 75th

  • EIN $23M
  • RANK 171
  • PHOTO 75th
  • IND 401(k)
  • EOY near Vision Management Services, LLC 401(k) Plan
  • 5500 ind #5563

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 →

Benchmark Bank Employees 401(k) Plan and Trust in the asset neighbourhood

Benchmark Bank Employees 401(k) Plan and TrustBenchmark Bank Employees 401…$23MVision Management Services, LLC 401(k) PlanVision Management Services, …$23MAltimetrik, Corp. 401(k) Plan$23MMccabe Heidrich & Wong, P.C. 401(k) Profit Sharing PlanMccabe Heidrich & Wong, P.C.…$23MCombined Wellness 401(k) Profit Sharing PlanCombined Wellness 401(k) Pro…$23M
End-of-year total assets ($M) among Benchmark Bank Employees 401(k) Plan and Trust 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)$23M
Net Income$3M
Employer EIN751163748
Plan Effective Date1991-03-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Benchmark Bank)

Sponsor-wide plan assets over time

All Benchmark Bank plans reported in each filing year

Latest sponsor-wide plan assets
$27M 27.720768036027447% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.8M $26.6M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 178 $21M
2023 1 171 $23M
2024 1 160 $27M

Nearby 401(k) Plans in Texas

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

Benchmark Bank Employees 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Benchmark Bank Employees 401(k) Plan and Trust, Total assets ($B): 0.023368595 · Participants: 171Benchmark Bank Employees 401(k) 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
Benchmark Bank Employees 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Benchmark Bank Employees 401(k) Plan and Trust side-by-side with 3 peers →

Benchmark Bank Employees 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vision Management Services, LLC 401(k) Plan in IL ($23M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Benchmark Bank Employees 401(k) Plan and Trust assets move in 2023? ▼
Benchmark Bank Employees 401(k) Plan and Trust grew at a solid clip - up 12.4% during 2023, from $21M to $23M. Reported net income was $3M.
How have Benchmark Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benchmark Bank's sponsor-wide assets grew 27.7%, from $21M to $27M.
Where does Benchmark Bank Employees 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Benchmark Bank Employees 401(k) Plan and Trust ranks in the 75th 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 Benchmark Bank Employees 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vision Management Services, LLC 401(k) Plan in IL ($23M, 3,585 participants).
Which 401(k) plans cover a similar participant headcount to Benchmark Bank Employees 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 751163748.

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.