Defined Benefit (Pension) · DOL Form 5500 · 2023
Jefferson Bank Pension Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 325
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $125,679
- Avg per participant Near avg balance/head
Official DOL plan name: Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust · Sponsored by Jefferson Bank · Texas · Finance & Insurance
$41M in assets, 325 participants
Jefferson Bank's Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust reported $41M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,601 in Finance & Insurance (8,869 peers)
Coverage in Texas
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust covers 325 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $41M.
- #6,601
- in Finance & Insurance (8,869 peers)
- +7.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust's outsized position by total assets
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,845,564 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & 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. Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust sits mid-pack in the medium band (325 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust end-of-year assets rose from $38M in the plan year 2022 filing to $41M in the plan year 2023 filing.
DOL schedule card
Filing strip 742280207 · Jefferson Bank PY 2023 · Defined Benefit (Pension)
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust · $41M · 325 · 83rd
- 5500 $41M
- ASSETS 325
- PCT 83rd
- EIN Defined Benefit (Pension)
- RANK near Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2
- PHOTO ind #6601
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 →
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $3M |
| Employer EIN | 742280207 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson Bank)
Sponsor-wide plan assets over time
All Jefferson Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 24.46285622848717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 677 | $70M |
| 2023 | 2 | 675 | $78M |
| 2024 | 2 | 657 | $87M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 in CA ($41M); by covered participants it is Abx Air, Inc. Retirement Income Plan in OH (325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 (CA) $41M · 248
- Dolese Pension Plan (OK) $41M · 60
- Peerless Pump Retirement Income Plan (IN) $41M · 117
- Material Yard Workers Local No. 1175 Pension Fund (NY) $41M · 187
Similar participant headcount
Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.
- Abx Air, Inc. Retirement Income Plan (OH) 325 · 0 off
- Sidley Austin LLP Ret Plan for Secretarial Staff (IL) 325 · 0 off
- Kaiser Permanente Optometrists Retirement Plan (CA) 325 · 0 off
- Toledo Area Sheet Metal Workers Pension Plan and Trust (MI) 325 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.