401(k) · DOL Form 5500 · 2023

Susser Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
217
Participants Below avg headcount
66th
Percentile by assets National rank
$64,798
Avg per participant Low balance/head
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Official DOL plan name: Susser Bank 401(k) · Sponsored by Susser Bank · Texas · Finance & Insurance

$14M in assets, 217 participants

Susser Bank's Susser Bank 401(k) reported $14M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,522 in Finance & Insurance (8,869 peers)

Coverage in Texas

Susser Bank 401(k) covers 217 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#4,522
in Finance & Insurance (8,869 peers)
+13.0%
assets growth YoY

Susser Bank 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Susser Bank 401(k) vs every filed plan by assets

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

$14,061,243 Top 34% higher than 66% 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

Susser 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. Susser Bank 401(k) sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Susser Bank 401(k) reported net income rose from -$771K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Susser Bank 401(k) reported participants rose from 189 in the plan year 2022 filing to 217 in the plan year 2023 filing.
  • Susser Bank 401(k) end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751630026 · Susser Bank PY 2023 · 401(k)

Susser Bank 401(k) · $14M · 217 · 66th

  • PCT $14M
  • PCT 217
  • PCT 66th
  • PCT 401(k)
  • PCT near Jones Dealerships, Inc. 401(k) Plan
  • PCT ind #4522

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 →

Susser Bank 401(k) in the asset neighbourhood

Susser Bank 401(k)$14MJones Dealerships, Inc. 401(k) PlanJones Dealerships, Inc. 401(…$14MRks Associates 401(k) Plan$14MTrinity Partners, LLC 401(k) Profit Sharing PlanTrinity Partners, LLC 401(k)…$14MGroz-Beckert USA, Inc. 401(k) Profit Sharing PlanGroz-Beckert USA, Inc. 401(k…$14M
End-of-year total assets ($M) among Susser Bank 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN751630026
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Susser Bank)

Sponsor-wide plan assets over time

All Susser Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 47.30528199673728% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.3M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 189 $12M
2023 1 217 $14M
2024 1 235 $18M

Nearby 401(k) Plans in Texas

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

Susser Bank 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Susser Bank 401(k), Total assets ($B): 0.014061243 · Participants: 217Susser 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
Susser Bank 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Susser Bank 401(k) side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Jones Dealerships, Inc. 401(k) Plan in PA ($14M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Susser Bank 401(k) assets move in 2023? ▼
Susser Bank 401(k) grew at a solid clip - up 13.0% during 2023, from $12M to $14M. Reported net income was $2M.
How have Susser Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susser Bank's sponsor-wide assets grew 47.3%, from $12M to $18M.
Which 401(k) plans are similar in size to Susser Bank 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Jones Dealerships, Inc. 401(k) Plan in PA ($14M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Susser Bank 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 751630026.

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.