401(k) · DOL Form 5500 · 2024
Peoples Bank 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $169,067
- Avg per participant Above avg balance/head
Official DOL plan name: Peoples Bank 401(k) and ESOP Plan · Sponsored by Peoples Bank · Texas · Finance & Insurance
$25M in assets, 150 participants
Peoples Bank's Peoples Bank 401(k) and ESOP Plan reported $25M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,212 in Finance & Insurance (8,549 peers)
Coverage in Texas
Peoples Bank 401(k) and ESOP Plan covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $25M.
- #5,212
- in Finance & Insurance (8,549 peers)
- +19.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Peoples Bank 401(k) and ESOP Plan's outsized position by total assets
Peoples Bank 401(k) and ESOP Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,360,027 Top 25% higher than 75% 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
Peoples Bank 401(k) and ESOP 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. Peoples Bank 401(k) and ESOP Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peoples Bank 401(k) and ESOP Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Peoples Bank 401(k) and ESOP Plan reported participants rose from 124 in the plan year 2023 filing to 150 in the plan year 2024 filing.
- Peoples Bank 401(k) and ESOP Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 751254812 · Peoples Bank PY 2024 · 401(k)
Peoples Bank 401(k) and ESOP Plan · $25M · 150 · 75th
- EIN $25M
- RANK 150
- PHOTO 75th
- IND 401(k)
- EOY near Kalman & Company, Inc. Employees Savings & Trust
- 5500 ind #5212
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 →
Peoples Bank 401(k) and ESOP Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 751254812 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peoples Bank)
Sponsor-wide plan assets over time
All Peoples Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 36.51416930516623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $19M |
| 2023 | 1 | 124 | $21M |
| 2024 | 1 | 150 | $25M |
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
Peoples Bank 401(k) and ESOP Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kalman & Company, Inc. Employees Savings & Trust in VA ($25M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Kalman & Company, Inc. Employees Savings & Trust (VA) $25M · 423
- Association of the United States Army Inc Retirement Plan (VA) $25M · 82
- Elite Casino Resorts 401(k) Plan (IA) $25M · 1,929
- Generate Capital Inc. 401(k) Plan (CA) $25M · 214
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Twin Oaks Estate 401(k) Profit Sharing Plan (MO) 150 · 0 off
- Nomax Group 401(k) Profit Sharing Plan (MO) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.