401(k) · DOL Form 5500 · 2024

Western Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
118
Participants Small participant base
56th
Percentile by assets National rank
$86,957
Avg per participant Below avg balance/head
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Official DOL plan name: Circle I Employee Benefit Plan · Sponsored by Western Bank · Texas · Finance & Insurance

$10M in assets, 118 participants

Western Bank's Circle I Employee Benefit Plan reported $10M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,427 in Finance & Insurance (8,549 peers)

Coverage in Texas

Circle I Employee Benefit Plan covers 118 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,427
in Finance & Insurance (8,549 peers)
+30.5%
assets growth YoY

Circle I Employee Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Circle I Employee Benefit Plan vs every filed plan by assets

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

$10,260,899 Top 44% higher than 56% 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

Circle I Employee Benefit 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. Circle I Employee Benefit Plan sits mid-pack in the medium band (118 participants).

DOL schedule card

Filing strip 740962510 · Western Bank PY 2024 · 401(k)

Circle I Employee Benefit Plan · $10M · 118 · 56th

  • PCT $10M
  • EIN 118
  • RANK 56th
  • PHOTO 401(k)
  • IND near Revgen Partners, Inc 401(k) Plan
  • EOY ind #3427

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 →

Circle I Employee Benefit Plan in the asset neighbourhood

Circle I Employee Benefit PlanCircle I Employee Benefit Pl…$10MRevgen Partners, Inc 401(k) PlanRevgen Partners, Inc 401(k) …$10MRogers Motors, Inc. Profit Sharing Retirement PlanRogers Motors, Inc. Profit S…$10MCrossnore Communities for Children 401(k) Profit Sharing PlanCrossnore Communities for Ch…$10MMonness, Crespi, Hardt & Co. 401(k) Profit Sharing PlanMonness, Crespi, Hardt & Co.…$10M
End-of-year total assets ($M) among Circle I Employee Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN740962510
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Circle I Employee Benefit Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Circle I Employee Benefit Plan, Total assets ($B): 0.010260899 · Participants: 118Circle I Employee Benefit 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
Circle I Employee Benefit Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Circle I Employee Benefit Plan side-by-side with 3 peers →

Circle I Employee Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Revgen Partners, Inc 401(k) Plan in CO ($10M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Circle I Employee Benefit Plan assets move in 2024? ▼
Circle I Employee Benefit Plan surged - up 30.5% during 2024, from $8M to $10M. Reported net income was $2M.
Which 401(k) plans are similar in size to Circle I Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Revgen Partners, Inc 401(k) Plan in CO ($10M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Circle I Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 740962510.

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.