Money Purchase · DOL Form 5500 · 2023

First National Bank Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
27th
Percentile by assets National rank
$134,386
Avg per participant Near avg balance/head
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Official DOL plan name: First National Bank, Quitaque Target Benefit Pension Plan · Sponsored by First National Bank · Texas · Finance & Insurance

$1M in assets, 11 participants

First National Bank's First National Bank, Quitaque Target Benefit Pension Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,607 in Finance & Insurance (8,869 peers)

First National Bank multi-year trail

First National Bank's plans moved -36.3% in assets from 2022 to 2023; this filing shows First National Bank, Quitaque Target Benefit Pension Plan at $1M / 11 participants.

#1,607
in Finance & Insurance (8,869 peers)
-36.3%
assets change YoY

The plan reported a net loss of $841K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Bank, Quitaque Target Benefit Pension Plan among the smaller filed plans by assets

First National Bank, Quitaque Target Benefit Pension Plan vs every filed plan by assets

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

$1,478,247 27th percentile higher than 27% 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

First National Bank, Quitaque Target Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National Bank, Quitaque Target Benefit Pension Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National Bank, Quitaque Target Benefit Pension Plan reported net income fell from -$16K in the plan year 2022 filing to -$841K in the plan year 2023 filing.
  • First National Bank, Quitaque Target Benefit Pension Plan reported participants fell from 26 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • First National Bank, Quitaque Target Benefit Pension Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750510685 · First National Bank PY 2023 · Money Purchase

First National Bank, Quitaque Target Benefit Pension Plan · $1M · 11 · 27th

  • 5500 $1M
  • ASSETS 11
  • PCT 27th
  • EIN Money Purchase
  • RANK near Rossmore Enterprises Money Purchase Pension Plan and Trust
  • PHOTO ind #1607

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 →

First National Bank, Quitaque Target Benefit Pension Plan in the asset neighbourhood

First National Bank, Quitaque Target Benefit Pension PlanFirst National Bank, Quitaqu…$1MRossmore Enterprises Money Purchase Pension Plan and TrustRossmore Enterprises Money P…$1MPlanned Parenthood of St. Louis Region Pension PlanPlanned Parenthood of St. Lo…$1MHumphris, Kiefer & Associates, Inc Employee Pension Plan & TrustHumphris, Kiefer & Associate…$1MEndurance, Inc. Pension Plan$1M
End-of-year total assets ($M) among First National Bank, Quitaque Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

First National Bank multi-year asset trail

Sponsor-wide plan assets over time

All First National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 36.25979065831599% vs 2022
2023 filing year
$1M$1.5M$2M$2.5M 20222023 $2.32M $1.48M ▼ -36.2%
Year Plans Participants Total Assets
2022 1 26 $2M
2023 1 11 $1M

First National Bank filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$841K
Employer EIN750510685
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

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

First National Bank, Quitaque Target Benefit Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants First National Bank, Quitaque Target Benefit Pension Plan, Total assets ($B): 0.001478247 · Participants: 11First National Bank, Quitaque Target Benefit Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
First National Bank, Quitaque Target Benefit Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare First National Bank, Quitaque Target Benefit Pension Plan side-by-side with 3 peers →

First National Bank, Quitaque Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Rossmore Enterprises Money Purchase Pension Plan and Trust in CO ($1M); by covered participants it is Rush Appliances, Inc. Profit Sharing Plan in IL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 First National Bank, Quitaque Target Benefit Pension Plan assets move in 2023? ▼
First National Bank, Quitaque Target Benefit Pension Plan contracted severely - down 36.3% during 2023, from $2M to $1M. Reported net income was -$841K.
How have First National Bank plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First National Bank's sponsor-wide assets declined 36.3%, from $2M to $1M.
Which Money Purchase plans are similar in size to First National Bank, Quitaque Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rossmore Enterprises Money Purchase Pension Plan and Trust in CO ($1M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to First National Bank, Quitaque Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rush Appliances, Inc. Profit Sharing Plan in IL (11 participants, $527K 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 750510685.

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.