401(k) · DOL Form 5500 · 2024
Texas Bank and Trust Company 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 521
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $103,550
- Avg per participant Below avg balance/head
Official DOL plan name: Texas Bank and Trust Company Employee Ps Plan and Trust · Sponsored by Texas Bank and Trust Company · Texas · Finance & Insurance
$54M in assets, 521 participants
Texas Bank and Trust Company's Texas Bank and Trust Company Employee Ps Plan and Trust reported $54M in total assets and 521 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,564 in Finance & Insurance (8,549 peers)
Where Texas Bank and Trust Company Employee Ps Plan and Trust sits by assets
Texas Bank and Trust Company Employee Ps Plan and Trust sits in the top quartile of all filed plans by assets, $54M for 521 participants (~$103,550/participant), up 7.3% in 2024.
- #6,564
- in Finance & Insurance (8,549 peers)
- +7.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Texas Bank and Trust Company Employee Ps Plan and Trust's outsized position by total assets
Texas Bank and Trust Company Employee Ps Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,949,672 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Texas Bank and Trust Company Employee Ps Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Bank and Trust Company Employee Ps Plan and Trust sits mid-pack in the medium band (521 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Texas Bank and Trust Company Employee Ps Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Texas Bank and Trust Company Employee Ps Plan and Trust end-of-year assets rose from $50M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Texas Bank and Trust Company Employee Ps Plan and Trust reported participants rose from 497 in the plan year 2023 filing to 521 in the plan year 2024 filing.
DOL schedule card
Filing strip 750962666 · Texas Bank and Trust Company PY 2024 · 401(k)
Texas Bank and Trust Company Employee Ps Plan and Trust · $54M · 521 · 85th
- 5500 $54M
- 5500 521
- 5500 85th
- 5500 401(k)
- 5500 near Ken Ganley Companies Retirement Savings Plan
- 5500 ind #6564
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 →
Texas Bank and Trust Company Employee Ps Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $4M |
| Employer EIN | 750962666 |
| Plan Effective Date | 1961-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Bank and Trust Company)
Sponsor-wide plan assets over time
All Texas Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 28.819991436940462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 465 | $42M |
| 2023 | 1 | 497 | $50M |
| 2024 | 1 | 521 | $54M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Texas Bank and Trust Company Employee Ps Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ken Ganley Companies Retirement Savings Plan in OH ($54M); by covered participants it is Unitil Corporation Tax Deferred Savings and Investment Plan in NH (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Ken Ganley Companies Retirement Savings Plan (OH) $54M · 1,451
- Sun-Maid Growers of California Employee Retirement Savings Plan (CA) $54M · 246
- Envision Management, LLC 401(k) Profit Sharing Plan (CO) $54M · 1,575
- Allied Mechanical Services, Inc. Profit Sharing and Retirement Savings Plan (MI) $54M · 216
Similar participant headcount
Nearest other-state filings by covered participants (521 participants); asset peers above are excluded.
- Unitil Corporation Tax Deferred Savings and Investment Plan (NH) 521 · 0 off
- Dipasqua Teams, LLC Savings Plan (FL) 521 · 0 off
- Kolter Hospitality 401(k) Plan (FL) 521 · 0 off
- Mcconnell Golf 401(k) Profit Sharing Plan (NC) 521 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.