401(k) · DOL Form 5500 · 2024

Westex Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
142
Participants Small participant base
78th
Percentile by assets National rank
$218,221
Avg per participant Above avg balance/head
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Official DOL plan name: The Bank & Trust 401(k) and Profit Sharing Plan · Sponsored by Westex Bancorp, Inc. · Texas · Management of Enterprises

$31M in assets, 142 participants

Westex Bancorp, Inc.'s The Bank & Trust 401(k) and Profit Sharing Plan reported $31M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #677 in Management of Enterprises (1,133 peers)

Coverage in Texas

The Bank & Trust 401(k) and Profit Sharing Plan covers 142 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $31M.

#677
in Management of Enterprises (1,133 peers)
+18.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Bank & Trust 401(k) and Profit Sharing Plan's outsized position by total assets

The Bank & Trust 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,987,369 Top 22% higher than 78% of 123,620 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 2024

The Bank & Trust 401(k) and Profit Sharing Plan 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. The Bank & Trust 401(k) and Profit Sharing Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bank & Trust 401(k) and Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • The Bank & Trust 401(k) and Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Bank & Trust 401(k) and Profit Sharing Plan reported participants rose from 129 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742102966 · Westex Bancorp, Inc. PY 2024 · 401(k)

The Bank & Trust 401(k) and Profit Sharing Plan · $31M · 142 · 78th

  • EIN $31M
  • RANK 142
  • PHOTO 78th
  • IND 401(k)
  • EOY near Corium, LLC 401(k) Plan
  • 5500 ind #677

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 →

The Bank & Trust 401(k) and Profit Sharing Plan in the asset neighbourhood

The Bank & Trust 401(k) and Profit Sharing PlanThe Bank & Trust 401(k) and …$31MCorium, LLC 401(k) Plan$31MNetzsch 401(k) Profit Sharing and Savings PlanNetzsch 401(k) Profit Sharin…$31MElectro-Mechanical Retirement PlanElectro-Mechanical Retiremen…$31MSmarthealth 401(k) Plan and TrustSmarthealth 401(k) Plan and …$31M
End-of-year total assets ($M) among The Bank & Trust 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN742102966
Plan Effective Date1985-04-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Westex Bancorp, Inc.)

Sponsor-wide plan assets over time

All Westex Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 50.35810247393802% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.6M $31M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 123 $21M
2023 1 129 $26M
2024 1 142 $31M

Nearby 401(k) Plans in Texas

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

The Bank & Trust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Bank & Trust 401(k) and Profit Sharing Plan, Total assets ($B): 0.030987369 · Participants: 142The Bank & Trust 401(k) and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Bank & Trust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Bank & Trust 401(k) and Profit Sharing Plan side-by-side with 3 peers →

The Bank & Trust 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Corium, LLC 401(k) Plan in MA ($31M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bank & Trust 401(k) and Profit Sharing Plan assets move in 2024? ▼
The Bank & Trust 401(k) and Profit Sharing Plan grew sharply - up 18.8% during 2024, from $26M to $31M. Reported net income was $5M.
How have Westex Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westex Bancorp, Inc.'s sponsor-wide assets grew 50.4%, from $21M to $31M.
Where does The Bank & Trust 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Bank & Trust 401(k) and Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Bank & Trust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corium, LLC 401(k) Plan in MA ($31M, 276 participants).
Which 401(k) plans cover a similar participant headcount to The Bank & Trust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742102966.

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.