401(k) · DOL Form 5500 · 2024

Wallis Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
191
Participants Below avg headcount
64th
Percentile by assets National rank
$78,284
Avg per participant Below avg balance/head
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Official DOL plan name: Wallis Bank 401(k) Retirement Plan · Sponsored by Wallis Bank · Texas · Finance & Insurance

$15M in assets, 191 participants

Wallis Bank's Wallis Bank 401(k) Retirement Plan reported $15M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,141 in Finance & Insurance (8,549 peers)

Coverage in Texas

Wallis Bank 401(k) Retirement Plan covers 191 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#4,141
in Finance & Insurance (8,549 peers)
+21.4%
assets growth YoY

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

Wallis Bank 401(k) Retirement Plan vs every filed plan by assets

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

$14,952,251 Top 36% higher than 64% 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

Wallis Bank 401(k) Retirement 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. Wallis Bank 401(k) Retirement Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallis Bank 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Wallis Bank 401(k) Retirement Plan reported participants rose from 160 in the plan year 2023 filing to 191 in the plan year 2024 filing.
  • Wallis Bank 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760339153 · Wallis Bank PY 2024 · 401(k)

Wallis Bank 401(k) Retirement Plan · $15M · 191 · 64th

  • PART $15M
  • PART 191
  • PART 64th
  • PART 401(k)
  • PART near Sea Watch International, Ltd. 401(k) Savings Plan
  • PART ind #4141

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 →

Wallis Bank 401(k) Retirement Plan in the asset neighbourhood

Wallis Bank 401(k) Retirement PlanWallis Bank 401(k) Retiremen…$15MSea Watch International, Ltd. 401(k) Savings PlanSea Watch International, Ltd…$15MV. Sattui Winery 401(k) Profit Sharing PlanV. Sattui Winery 401(k) Prof…$15MSpecialty Underwriters LLC Retirement PlanSpecialty Underwriters LLC R…$15MIroquois Memorial Hospital and Resident Home 401(k) PlanIroquois Memorial Hospital a…$15M
End-of-year total assets ($M) among Wallis Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN760339153
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallis Bank)

Sponsor-wide plan assets over time

All Wallis Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.94574726178189% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.91M $15M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 149 $10M
2023 1 160 $12M
2024 1 191 $15M

Nearby 401(k) Plans in Texas

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

Wallis Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wallis Bank 401(k) Retirement Plan, Total assets ($B): 0.014952251 · Participants: 191Wallis Bank 401(k) Retirement 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
Wallis Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wallis Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Sea Watch International, Ltd. 401(k) Savings Plan in MD ($15M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Wallis Bank 401(k) Retirement Plan assets move in 2024? ▼
Wallis Bank 401(k) Retirement Plan grew sharply - up 21.4% during 2024, from $12M to $15M. Reported net income was $3M.
How have Wallis Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallis Bank's sponsor-wide assets grew 50.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Wallis Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sea Watch International, Ltd. 401(k) Savings Plan in MD ($15M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Wallis Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 760339153.

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.