ESOP · DOL Form 5500 · 2024

Texas National Bank ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
121
Participants Small participant base
52nd
Percentile by assets National rank
$70,946
Avg per participant Below avg balance/head
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Official DOL plan name: Texas National Bank Employee Stock Ownership Plan · Sponsored by Texas National Bank · Texas · Finance & Insurance

$9M in assets, 121 participants

Texas National Bank's Texas National Bank Employee Stock Ownership Plan reported $9M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,122 in Finance & Insurance (8,549 peers)

Coverage in Texas

Texas National Bank Employee Stock Ownership Plan covers 121 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#3,122
in Finance & Insurance (8,549 peers)
+36.1%
assets growth YoY

Texas National Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Texas National Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$8,584,471 Top 48% higher than 52% 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 National Bank Employee Stock Ownership 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. Texas National Bank Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas National Bank Employee Stock Ownership Plan reported net income rose from $837K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Texas National Bank Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Texas National Bank Employee Stock Ownership Plan reported participants rose from 101 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 740780455 · Texas National Bank PY 2024 · ESOP

Texas National Bank Employee Stock Ownership Plan · $9M · 121 · 52nd

  • EOY $9M
  • EOY 121
  • EOY 52nd
  • EOY ESOP
  • EOY near Paper Machinery Holding Corporation Employee Stock Ownership Plan
  • EOY ind #3122

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 What is an ESOP? → · Plans in Texas →

Texas National Bank Employee Stock Ownership Plan in the asset neighbourhood

Csb Bancshares Inc Amended Employee Stock Ownership PlanCsb Bancshares Inc Amended E…$9MMckay's Market Employee Stock Ownership PlanMckay's Market Employee Stoc…$9MGs Engineering, Inc. Employee Stock Ownership PlanGs Engineering, Inc. Employe…$9MTexas National Bank Employee Stock Ownership PlanTexas National Bank Employee…$9MPaper Machinery Holding Corporation Employee Stock Ownership PlanPaper Machinery Holding Corp…$9M
End-of-year total assets ($M) among Texas National Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN740780455
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas National Bank)

Sponsor-wide plan assets over time

All Texas National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.63853182793423% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16.5M ▲ +54.6%
Year Plans Participants Total Assets
2022 2 200 $11M
2023 2 242 $12M
2024 2 265 $16M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Texas National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Texas National Bank Employee Stock Ownership Plan, Total assets ($B): 0.008584471 · Participants: 121Texas National Bank Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Texas National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Texas National Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Texas National Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Paper Machinery Holding Corporation Employee Stock Ownership Plan in WI ($9M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 National Bank Employee Stock Ownership Plan assets move in 2024? ▼
Texas National Bank Employee Stock Ownership Plan surged - up 36.1% during 2024, from $6M to $9M. Reported net income was $2M.
How have Texas National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas National Bank's sponsor-wide assets grew 54.6%, from $11M to $16M.
Which ESOP plans are similar in size to Texas National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Paper Machinery Holding Corporation Employee Stock Ownership Plan in WI ($9M, 189 participants).
Which ESOP plans cover a similar participant headcount to Texas National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants, $4M 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 740780455.

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.