401(k) · DOL Form 5500 · 2023

Jefferson Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
350
Participants Below avg headcount
82nd
Percentile by assets National rank
$107,193
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jefferson Bancshares, Inc. 401(k) Plan · Sponsored by Jefferson Bancshares, Inc. · Texas · Finance & Insurance

$38M in assets, 350 participants

Jefferson Bancshares, Inc.'s Jefferson Bancshares, Inc. 401(k) Plan reported $38M in total assets and 350 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.

  • #6,455 in Finance & Insurance (8,869 peers)

Where Jefferson Bancshares, Inc. 401(k) Plan sits by assets

Jefferson Bancshares, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 350 participants (~$107,193/participant), up 15.8% in 2023.

#6,455
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jefferson Bancshares, Inc. 401(k) Plan's outsized position by total assets

Jefferson Bancshares, Inc. 401(k) Plan vs every filed plan by assets

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

$37,517,692 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

Jefferson Bancshares, Inc. 401(k) 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. Jefferson Bancshares, Inc. 401(k) Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jefferson Bancshares, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jefferson Bancshares, Inc. 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742280207 · Jefferson Bancshares, Inc. PY 2023 · 401(k)

Jefferson Bancshares, Inc. 401(k) Plan · $38M · 350 · 82nd

  • VS-ST $38M
  • BOY 350
  • SCH 82nd
  • EBSA 401(k)
  • PART near Franklin Mint Federal Credit Union 401(k)
  • TYPE ind #6455

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. 401(k) Plan in the asset neighbourhood

Doherty Group, Inc. 401(k) and Retirement Savings PlanDoherty Group, Inc. 401(k) a…$38MInductoheat, Inc. Retirement Savings PlanInductoheat, Inc. Retirement…$38MJefferson Bancshares, Inc. 401(k) PlanJefferson Bancshares, Inc. 4…$38MFranklin Mint Federal Credit Union 401(k)Franklin Mint Federal Credit…$38MVertical Screen, Inc. 401(k) PlanVertical Screen, Inc. 401(k)…$38M
End-of-year total assets ($M) among Jefferson Bancshares, Inc. 401(k) Plan 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)$38M
Net Income$5M
Employer EIN742280207
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Bancshares, Inc.)

Sponsor-wide plan assets over time

All Jefferson Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 24.46285622848717% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.3M $87.5M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 677 $70M
2023 2 675 $78M
2024 2 657 $87M

Nearby 401(k) Plans in Texas

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

Jefferson Bancshares, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jefferson Bancshares, Inc. 401(k) Plan, Total assets ($B): 0.037517692 · Participants: 350Jefferson Bancshares, Inc. 401(k) PlanAT&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
Jefferson Bancshares, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jefferson Bancshares, Inc. 401(k) Plan side-by-side with 3 peers →

Jefferson Bancshares, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Franklin Mint Federal Credit Union 401(k) in PA ($38M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Jefferson Bancshares, Inc. 401(k) Plan assets move in 2023? ▼
Jefferson Bancshares, Inc. 401(k) Plan grew sharply - up 15.8% during 2023, from $32M to $38M. Reported net income was $5M.
How have Jefferson Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Bancshares, Inc.'s sponsor-wide assets grew 24.5%, from $70M to $87M.
Where does Jefferson Bancshares, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jefferson Bancshares, Inc. 401(k) Plan 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 Jefferson Bancshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Mint Federal Credit Union 401(k) in PA ($38M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Bancshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants, $7M 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 742280207.

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.