401(k) · DOL Form 5500 · 2024

Moody National Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
195
Participants Below avg headcount
63rd
Percentile by assets National rank
$70,450
Avg per participant Below avg balance/head
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Official DOL plan name: Moody National Bank 401(k) Plan · Sponsored by Moody National Bank · Texas · Finance & Insurance

$14M in assets, 195 participants

Moody National Bank's Moody National Bank 401(k) Plan reported $14M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,975 in Finance & Insurance (8,549 peers)

Coverage in Texas

Moody National Bank 401(k) Plan covers 195 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#3,975
in Finance & Insurance (8,549 peers)
+15.0%
assets growth YoY

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

Moody National Bank 401(k) Plan vs every filed plan by assets

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

$13,737,775 Top 37% higher than 63% 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

Moody National Bank 401(k) 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. Moody National Bank 401(k) Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moody National Bank 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Moody National Bank 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Moody National Bank 401(k) Plan reported participants rose from 192 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 740560665 · Moody National Bank PY 2024 · 401(k)

Moody National Bank 401(k) Plan · $14M · 195 · 63rd

  • RANK $14M
  • RANK 195
  • RANK 63rd
  • RANK 401(k)
  • RANK near Verdier Eye Center PLC 401(k) Profit Sharing Plan
  • RANK ind #3975

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 →

Moody National Bank 401(k) Plan in the asset neighbourhood

Moody National Bank 401(k) PlanMoody National Bank 401(k) P…$14MVerdier Eye Center PLC 401(k) Profit Sharing PlanVerdier Eye Center PLC 401(k…$14MSumup Inc 401(k) Profit Sharing Plan & TrustSumup Inc 401(k) Profit Shar…$14MHughes General Contractors 401(k) Retirement PlanHughes General Contractors 4…$14MGallagher Asphalt Corporation Employees' Profit Sharing PlanGallagher Asphalt Corporatio…$14M
End-of-year total assets ($M) among Moody National Bank 401(k) 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)$14M
Net Income$2M
Employer EIN740560665
Plan Effective Date2003-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody National Bank)

Sponsor-wide plan assets over time

All Moody National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$14M 43.95038041957749% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.54M $13.7M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 179 $10M
2023 1 192 $12M
2024 1 195 $14M

Nearby 401(k) Plans in Texas

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

Moody National Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Moody National Bank 401(k) Plan, Total assets ($B): 0.013737775 · Participants: 195Moody National 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
Moody National Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Moody National Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Verdier Eye Center PLC 401(k) Profit Sharing Plan in MI ($14M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Moody National Bank 401(k) Plan assets move in 2024? ▼
Moody National Bank 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $12M to $14M. Reported net income was $2M.
How have Moody National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody National Bank's sponsor-wide assets grew 44.0%, from $10M to $14M.
Which 401(k) plans are similar in size to Moody National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Verdier Eye Center PLC 401(k) Profit Sharing Plan in MI ($14M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Moody National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 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 740560665.

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.