ESOP · DOL Form 5500 · 2023

Texas National Bank ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
101
Participants Small participant base
49th
Percentile by assets National rank
$62,431
Avg per participant Low balance/head
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Official DOL plan name: Texas National Bank Employee Stock Ownership Plan · Sponsored by Texas National Bank · Texas · Finance & Insurance

$6M in assets, 101 participants

Texas National Bank's Texas National Bank Employee Stock Ownership Plan reported $6M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,108 in Finance & Insurance (8,869 peers)

Coverage in Texas

Texas National Bank Employee Stock Ownership Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#3,108
in Finance & Insurance (8,869 peers)
+11.7%
assets growth YoY

Texas National Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Texas National Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$6,305,511 49th percentile higher than 49% 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

Texas National Bank Employee Stock Ownership 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. Texas National Bank Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas National Bank Employee Stock Ownership Plan reported participants rose from 86 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Texas National Bank Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Texas National Bank Employee Stock Ownership Plan reported net income rose from $758K in the plan year 2022 filing to $837K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 740780455 · Texas National Bank PY 2023 · ESOP

Texas National Bank Employee Stock Ownership Plan · $6M · 101 · 49th

  • EOY $6M
  • 5500 101
  • ASSETS 49th
  • PCT ESOP
  • EIN near Fip Construction, Inc. Employee Stock Ownership Plan
  • RANK ind #3108

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 What is an ESOP? → · Plans in Texas →

Texas National Bank Employee Stock Ownership Plan in the asset neighbourhood

Asm Affiliates Employee Stock Ownership PlanAsm Affiliates Employee Stoc…$6MWashington State Bancshares, Inc Employee Stock Ownership PlanWashington State Bancshares,…$6MTexas National Bank Employee Stock Ownership PlanTexas National Bank Employee…$6MFip Construction, Inc. Employee Stock Ownership PlanFip Construction, Inc. Emplo…$6MNickerson & O'day, Inc. Employee Stock Ownership PlanNickerson & O'day, Inc. Empl…$6M
End-of-year total assets ($M) among Texas National Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$837K
Employer EIN740780455
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas National Bank)

Sponsor-wide plan assets over time

All Texas National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.63853182793423% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16.5M ▲ +54.6%
Year Plans Participants Total Assets
2022 2 200 $11M
2023 2 242 $12M
2024 2 265 $16M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Texas National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Texas National Bank Employee Stock Ownership Plan, Total assets ($B): 0.006305511 · Participants: 101Texas National Bank Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Texas National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Texas National Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Texas National Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Fip Construction, Inc. Employee Stock Ownership Plan in CT ($6M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Texas National Bank Employee Stock Ownership Plan assets move in 2023? ▼
Texas National Bank Employee Stock Ownership Plan grew at a solid clip - up 11.7% during 2023, from $6M to $6M. Reported net income was $837K.
How have Texas National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas National Bank's sponsor-wide assets grew 54.6%, from $11M to $16M.
Which ESOP plans are similar in size to Texas National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fip Construction, Inc. Employee Stock Ownership Plan in CT ($6M, 60 participants).
Which ESOP plans cover a similar participant headcount to Texas National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants, $5M 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 740780455.

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.