401(k) · DOL Form 5500 · 2023

Wallis Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
160
Participants Small participant base
63rd
Percentile by assets National rank
$77,010
Avg per participant Below avg balance/head
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Official DOL plan name: Wallis Bank 401(k) Retirement Plan · Sponsored by Wallis Bank · Texas · Finance & Insurance

$12M in assets, 160 participants

Wallis Bank's Wallis Bank 401(k) Retirement Plan reported $12M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,262 in Finance & Insurance (8,869 peers)

Coverage in Texas

Wallis Bank 401(k) Retirement Plan covers 160 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#4,262
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY

Wallis Bank 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Wallis Bank 401(k) Retirement Plan vs every filed plan by assets

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

$12,321,526 Top 37% higher than 63% 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

Wallis Bank 401(k) Retirement 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. Wallis Bank 401(k) Retirement Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallis Bank 401(k) Retirement Plan reported net income rose from -$952K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wallis Bank 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wallis Bank 401(k) Retirement Plan reported participants rose from 149 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760339153 · Wallis Bank PY 2023 · 401(k)

Wallis Bank 401(k) Retirement Plan · $12M · 160 · 63rd

  • EBSA $12M
  • EBSA 160
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near Affiliated Pediatric Dentists, P.a. Profit Sharing Plan
  • EBSA ind #4262

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 →

Wallis Bank 401(k) Retirement Plan in the asset neighbourhood

Wallis Bank 401(k) Retirement PlanWallis Bank 401(k) Retiremen…$12MAffiliated Pediatric Dentists, P.a. Profit Sharing PlanAffiliated Pediatric Dentist…$12MKong 401(k) Plan$12MNarvar 401(k) Plan$12MAgrofresh Inc. Retirement PlanAgrofresh Inc. Retirement Pl…$12M
End-of-year total assets ($M) among Wallis Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN760339153
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallis Bank)

Sponsor-wide plan assets over time

All Wallis Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.94574726178189% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.91M $15M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 149 $10M
2023 1 160 $12M
2024 1 191 $15M

Nearby 401(k) Plans in Texas

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

Wallis Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wallis Bank 401(k) Retirement Plan, Total assets ($B): 0.012321526 · Participants: 160Wallis Bank 401(k) Retirement 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
Wallis Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wallis Bank 401(k) Retirement Plan side-by-side with 3 peers →

Wallis Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Affiliated Pediatric Dentists, P.a. Profit Sharing Plan in MN ($12M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Wallis Bank 401(k) Retirement Plan assets move in 2023? ▼
Wallis Bank 401(k) Retirement Plan grew sharply - up 24.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have Wallis Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallis Bank's sponsor-wide assets grew 50.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Wallis Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Affiliated Pediatric Dentists, P.a. Profit Sharing Plan in MN ($12M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Wallis Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 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 760339153.

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.