401(k) · DOL Form 5500 · 2023

Kleberg Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 123
Participants Small participant base: 65th
Percentile by assets National rank: $108,085
Avg per participant Below avg balance/head

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Official DOL plan name: Kleberg Bank, N.a. 401(k) Plan · Sponsored by Kleberg Bank, N.a. · Texas · Management of Enterprises

$13M in assets, 123 participants

Kleberg Bank, N.a.'s Kleberg Bank, N.a. 401(k) Plan reported $13M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#497 in Management of Enterprises (1,137 peers)

Coverage in Texas

Kleberg Bank, N.a. 401(k) Plan covers 123 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#497
in Management of Enterprises (1,137 peers): +20.9%
assets growth YoY

Kleberg Bank, N.a. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Kleberg Bank, N.a. 401(k) Plan vs every filed plan by assets

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

$13,294,410 Top 35% higher than 65% 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

Kleberg Bank, N.a. 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. Kleberg Bank, N.a. 401(k) Plan sits mid-pack in the medium band (123 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kleberg Bank, N.a. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Kleberg Bank, N.a. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Kleberg Bank, N.a. 401(k) Plan reported participants fell from 127 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 740726853 · Kleberg Bank, N.a. PY 2023 · 401(k)

Kleberg Bank, N.a. 401(k) Plan · $13M · 123 · 65th

SCH $13M
EBSA 123
PART 65th
TYPE 401(k)
NET near Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan
BOOK ind #497

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 Management of Enterprises retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Kleberg Bank, N.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	740726853
Plan Effective Date	1976-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kleberg Bank, N.a.)

Latest sponsor-wide plan assets: $15M 35.01546318430639% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	127	$11M
2023	1	123	$13M
2024	1	120	$15M

Nearby 401(k) Plans in Texas

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

Kleberg Bank, N.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Kleberg Bank, N.a. 401(k) Plan side-by-side with 3 peers →

Kleberg Bank, N.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan in FL ($13M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan (FL) $13M · 110
Raining Rose, Inc. 401(k) Plan (IA) $13M · 325
Norm's 401(k) Plan (CA) $13M · 1,118
Martin Dealerships, Inc. 401(k) Savings Plan (PA) $13M · 318

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

Sunchase Salary Savings Plan (NC) 123 · 0 off
Integral Group 401(k) Plan (CA) 123 · 0 off
The Jane Pauley Community Health (IN) 123 · 0 off
Ellicott Dredge Group Plan (WI) 123 · 0 off

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 Kleberg Bank, N.a. 401(k) Plan assets move in 2023? ▼

Kleberg Bank, N.a. 401(k) Plan grew sharply - up 20.9% during 2023, from $11M to $13M. Reported net income was $2M.

How have Kleberg Bank, N.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kleberg Bank, N.a.'s sponsor-wide assets grew 35.0%, from $11M to $15M.

Which 401(k) plans are similar in size to Kleberg Bank, N.a. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan in FL ($13M, 110 participants).

Which 401(k) plans cover a similar participant headcount to Kleberg Bank, N.a. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 740726853.