401(k) · DOL Form 5500 · 2024

Benchmark Bank 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
160
Participants Small participant base
75th
Percentile by assets National rank
$165,981
Avg per participant Above avg balance/head
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Official DOL plan name: Benchmark Bank Employees 401(k) Plan and Trust · Sponsored by Benchmark Bank · Texas · Finance & Insurance

$27M in assets, 160 participants

Benchmark Bank's Benchmark Bank Employees 401(k) Plan and Trust reported $27M in total assets and 160 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.

  • #5,306 in Finance & Insurance (8,549 peers)

Coverage in Texas

Benchmark Bank Employees 401(k) Plan and Trust covers 160 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#5,306
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Benchmark Bank Employees 401(k) Plan and Trust's outsized position by total assets

Benchmark Bank Employees 401(k) Plan and Trust vs every filed plan by assets

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

$26,557,024 Top 25% higher than 75% 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

Benchmark Bank Employees 401(k) Plan and Trust 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. Benchmark Bank Employees 401(k) Plan and Trust sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benchmark Bank Employees 401(k) Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Benchmark Bank Employees 401(k) Plan and Trust end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Benchmark Bank Employees 401(k) Plan and Trust reported participants fell from 171 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 751163748 · Benchmark Bank PY 2024 · 401(k)

Benchmark Bank Employees 401(k) Plan and Trust · $27M · 160 · 75th

  • VS-ST $27M
  • VS-ST 160
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Fundrise 401(k) Plan
  • VS-ST ind #5306

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 →

Benchmark Bank Employees 401(k) Plan and Trust in the asset neighbourhood

Benchmark Bank Employees 401(k) Plan and TrustBenchmark Bank Employees 401…$27MFundrise 401(k) Plan$27MCommercial Bank and Trust Co. 401(k) Profit Sharing PlanCommercial Bank and Trust Co…$27MObi Seafoods 401(k) Plan$27MPathology & Laboratory Medicine, P.C Profit Sharing PlanPathology & Laboratory Medic…$27M
End-of-year total assets ($M) among Benchmark Bank Employees 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN751163748
Plan Effective Date1991-03-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Benchmark Bank)

Sponsor-wide plan assets over time

All Benchmark Bank plans reported in each filing year

Latest sponsor-wide plan assets
$27M 27.720768036027447% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.8M $26.6M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 178 $21M
2023 1 171 $23M
2024 1 160 $27M

Nearby 401(k) Plans in Texas

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

Benchmark Bank Employees 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Benchmark Bank Employees 401(k) Plan and Trust, Total assets ($B): 0.026557024 · Participants: 160Benchmark Bank Employees 401(k) Plan and TrustAT&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
Benchmark Bank Employees 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Benchmark Bank Employees 401(k) Plan and Trust side-by-side with 3 peers →

Benchmark Bank Employees 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Fundrise 401(k) Plan in DC ($27M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Benchmark Bank Employees 401(k) Plan and Trust assets move in 2024? ▼
Benchmark Bank Employees 401(k) Plan and Trust grew at a solid clip - up 13.6% during 2024, from $23M to $27M. Reported net income was $3M.
How have Benchmark Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benchmark Bank's sponsor-wide assets grew 27.7%, from $21M to $27M.
Where does Benchmark Bank Employees 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Benchmark Bank Employees 401(k) Plan and Trust ranks in the 75th 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 Benchmark Bank Employees 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fundrise 401(k) Plan in DC ($27M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Benchmark Bank Employees 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 751163748.

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.