401(k) · DOL Form 5500 · 2023

Allegiance Bank 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
557
Participants Below avg headcount
90th
Percentile by assets National rank
$157,654
Avg per participant Above avg balance/head
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Official DOL plan name: Allegiance Bank 401(k) & Profit Sharing Plan · Sponsored by Allegiance Bank · Texas · Finance & Insurance

$88M in assets, 557 participants

Allegiance Bank's Allegiance Bank 401(k) & Profit Sharing Plan reported $88M in total assets and 557 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,553 in Finance & Insurance (8,869 peers)

Where Allegiance Bank 401(k) & Profit Sharing Plan sits by assets

Allegiance Bank 401(k) & Profit Sharing Plan sits in the top 10% of all filed plans by assets, $88M for 557 participants (~$157,654/participant), up 10.6% in 2023.

#7,553
in Finance & Insurance (8,869 peers)
+10.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Allegiance Bank 401(k) & Profit Sharing Plan's outsized position by total assets

Allegiance Bank 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$87,813,499 Top 10% higher than 90% 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

Allegiance Bank 401(k) & Profit Sharing 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. Allegiance Bank 401(k) & Profit Sharing Plan sits mid-pack in the medium band (557 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allegiance Bank 401(k) & Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Allegiance Bank 401(k) & Profit Sharing Plan end-of-year assets rose from $79M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Allegiance Bank 401(k) & Profit Sharing Plan reported participants fell from 591 in the plan year 2022 filing to 557 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260589597 · Allegiance Bank PY 2023 · 401(k)

Allegiance Bank 401(k) & Profit Sharing Plan · $88M · 557 · 90th

  • TYPE $88M
  • TYPE 557
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Longwood Management Corporation 401(k) Savings Plan
  • TYPE ind #7553

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 →

Allegiance Bank 401(k) & Profit Sharing Plan in the asset neighbourhood

City Holding Company 401(k) Plan and TrustCity Holding Company 401(k) …$88MThe Anderson Kill P.C. Profit Sharing PlanThe Anderson Kill P.C. Profi…$88MAllegiance Bank 401(k) & Profit Sharing PlanAllegiance Bank 401(k) & Pro…$88MLongwood Management Corporation 401(k) Savings PlanLongwood Management Corporat…$88MMcgeorge Contracting Co., Inc. Retirement Savings PlanMcgeorge Contracting Co., In…$88M
End-of-year total assets ($M) among Allegiance Bank 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$88M
Net Income$8M
Employer EIN260589597
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Bank)

Sponsor-wide plan assets over time

All Allegiance Bank plans reported in each filing year

Latest sponsor-wide plan assets
$150M 16.083619154690506% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $150M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 1,083 $129M
2023 2 1,014 $142M
2024 2 964 $150M

Nearby 401(k) Plans in Texas

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

Allegiance Bank 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Allegiance Bank 401(k) & Profit Sharing Plan, Total assets ($B): 0.087813499 · Participants: 557Allegiance Bank 401(k) & Profit Sharing 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
Allegiance Bank 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allegiance Bank 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Allegiance Bank 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Longwood Management Corporation 401(k) Savings Plan in CA ($88M); by covered participants it is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (557 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 Allegiance Bank 401(k) & Profit Sharing Plan assets move in 2023? ▼
Allegiance Bank 401(k) & Profit Sharing Plan grew at a solid clip - up 10.6% during 2023, from $79M to $88M. Reported net income was $8M.
How have Allegiance Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegiance Bank's sponsor-wide assets grew 16.1%, from $129M to $150M.
Where does Allegiance Bank 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Allegiance Bank 401(k) & Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allegiance Bank 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Longwood Management Corporation 401(k) Savings Plan in CA ($88M, 5,665 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Bank 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants, $4M 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 260589597.

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.