401(k) · DOL Form 5500 · 2024

Texas Heritage Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
35
Participants Small participant base
35th
Percentile by assets National rank
$92,014
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Heritage Bank 401(k) Plan · Sponsored by Texas Heritage Bank · Texas · Finance & Insurance

$3M in assets, 35 participants

Texas Heritage Bank's Texas Heritage Bank 401(k) Plan reported $3M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,965 in Finance & Insurance (8,549 peers)

Texas Heritage Bank multi-year trail

Texas Heritage Bank's plans moved +43.5% in assets from 2022 to 2024; this filing shows Texas Heritage Bank 401(k) Plan at $3M / 35 participants.

#1,965
in Finance & Insurance (8,549 peers)
+9.2%
assets growth YoY

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

Texas Heritage Bank 401(k) Plan vs every filed plan by assets

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

$3,220,474 35th percentile higher than 35% 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

Texas Heritage Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Heritage Bank 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Heritage Bank 401(k) Plan reported net income fell from $705K in the plan year 2023 filing to $272K in the plan year 2024 filing.
  • Texas Heritage Bank 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Texas Heritage Bank 401(k) Plan reported participants rose from 33 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 750187960 · Texas Heritage Bank PY 2024 · 401(k)

Texas Heritage Bank 401(k) Plan · $3M · 35 · 35th

  • PART $3M
  • TYPE 35
  • NET 35th
  • BOOK 401(k)
  • VS-ST near Nathan & Nathan, P.C. 401(k) Profit Sharing Plan
  • BOY ind #1965

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 Heritage Bank 401(k) Plan in the asset neighbourhood

Texas Heritage Bank 401(k) PlanTexas Heritage Bank 401(k) P…$3MNathan & Nathan, P.C. 401(k) Profit Sharing PlanNathan & Nathan, P.C. 401(k)…$3MAmerican Electrical Contracting, Inc. 401(k) PlanAmerican Electrical Contract…$3MSamuels & Son Seafood Co. Union 401(k) PlanSamuels & Son Seafood Co. Un…$3MCommunities for People, Inc. Profit Sharing PlanCommunities for People, Inc.…$3M
End-of-year total assets ($M) among Texas Heritage Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas Heritage Bank multi-year asset trail

Sponsor-wide plan assets over time

All Texas Heritage Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 43.5088086734296% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.24M $3.22M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 33 $3M
2024 1 35 $3M

Texas Heritage Bank filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$272K
Employer EIN750187960
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Texas Heritage Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Heritage Bank 401(k) Plan, Total assets ($B): 0.003220474 · Participants: 35Texas Heritage Bank 401(k) 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
Texas Heritage Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Heritage Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Nathan & Nathan, P.C. 401(k) Profit Sharing Plan in AL ($3M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Texas Heritage Bank 401(k) Plan assets move in 2024? ▼
Texas Heritage Bank 401(k) Plan grew at a solid clip - up 9.2% during 2024, from $3M to $3M. Reported net income was $272K.
How have Texas Heritage Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Heritage Bank's sponsor-wide assets grew 43.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Texas Heritage Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nathan & Nathan, P.C. 401(k) Profit Sharing Plan in AL ($3M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Texas Heritage Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 750187960.

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.