401(k) · DOL Form 5500 · 2024

North Dallas Bank & Trust Co. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size: 202
Participants Below avg headcount: 79th
Percentile by assets National rank: $169,177
Avg per participant Above avg balance/head

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Official DOL plan name: Ndbt 401(k) Plan · Sponsored by North Dallas Bank & Trust Co. · Texas · Finance & Insurance

$34M in assets, 202 participants

North Dallas Bank & Trust Co.'s Ndbt 401(k) Plan reported $34M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

#5,771 in Finance & Insurance (8,549 peers)

Coverage in Texas

Ndbt 401(k) Plan covers 202 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#5,771
in Finance & Insurance (8,549 peers): +14.4%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Ndbt 401(k) Plan's outsized position by total assets

Ndbt 401(k) Plan vs every filed plan by assets

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

$34,173,832 Top 21% higher than 79% 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

Ndbt 401(k) 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. Ndbt 401(k) Plan sits mid-pack in the medium band (202 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ndbt 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751050136 · North Dallas Bank & Trust Co. PY 2024 · 401(k)

Ndbt 401(k) Plan · $34M · 202 · 79th

PHOTO $34M
IND 202
EOY 79th
5500 401(k)
ASSETS near Perlick Corporation Retirement Savings Plan
PCT ind #5771

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 →

End-of-year total assets ($M) among Ndbt 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$34M
Net Income	$4M
Employer EIN	751050136
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (North Dallas Bank & Trust Co.)

Latest sponsor-wide plan assets: $34M 33.856976482160725% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	196	$26M
2023	1	201	$30M
2024	1	202	$34M

Nearby 401(k) Plans in Texas

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

Ndbt 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Ndbt 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Perlick Corporation Retirement Savings Plan in WI ($34M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Perlick Corporation Retirement Savings Plan (WI) $34M · 262
Maron Marvel Bradley Anderson & Tardy LLC 401(k) Profit Sharing Plan (DE) $34M · 192
Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. (NY) $34M · 105
Mjlf & Associates, Inc. Savings and Investment Plan (CT) $34M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.

Servall Termite Company Profit Sharing 401(k) Plan (TN) 202 · 0 off
Usasf, LLC 401(k) Plan (DE) 202 · 0 off
Cortec 401(k) Plan (LA) 202 · 0 off
Ross Downing Chevrolet, Inc. 401(k) Plan (LA) 202 · 0 off

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 Ndbt 401(k) Plan assets move in 2024? ▼

Ndbt 401(k) Plan grew at a solid clip - up 14.4% during 2024, from $30M to $34M. Reported net income was $4M.

How have North Dallas Bank & Trust Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), North Dallas Bank & Trust Co.'s sponsor-wide assets grew 33.9%, from $26M to $34M.

Where does Ndbt 401(k) Plan rank by assets among Form 5500 filers? ▼

Ndbt 401(k) Plan ranks in the 79th 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 Ndbt 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Perlick Corporation Retirement Savings Plan in WI ($34M, 262 participants).

Which 401(k) plans cover a similar participant headcount to Ndbt 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 751050136.