ESOP · DOL Form 5500 · 2024

Vbt Financial Corporation ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
431
Participants Below avg headcount
45th
Percentile by assets National rank
$13,877
Avg per participant Low balance/head
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Official DOL plan name: Vantage Bank Texas Employee Stock Ownership Plan · Sponsored by Vbt Financial Corporation · Texas · Finance & Insurance

$6M in assets, 431 participants

Vbt Financial Corporation's Vantage Bank Texas Employee Stock Ownership Plan reported $6M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,638 in Finance & Insurance (8,549 peers)

Vbt Financial Corporation multi-year trail

Vbt Financial Corporation's plans moved +117.4% in assets from 2022 to 2024; this filing shows Vantage Bank Texas Employee Stock Ownership Plan at $6M / 431 participants.

#2,638
in Finance & Insurance (8,549 peers)
+42.9%
assets growth YoY

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

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

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

$5,981,179 45th percentile higher than 45% 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

Vantage Bank Texas 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. Vantage Bank Texas Employee Stock Ownership Plan sits mid-pack in the medium band (431 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vantage Bank Texas Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Vantage Bank Texas Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Vantage Bank Texas Employee Stock Ownership Plan reported participants rose from 412 in the plan year 2023 filing to 431 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 830818315 · Vbt Financial Corporation PY 2024 · ESOP

Vantage Bank Texas Employee Stock Ownership Plan · $6M · 431 · 45th

  • BOOK $6M
  • BOOK 431
  • BOOK 45th
  • BOOK ESOP
  • BOOK near Unity Holdings, Inc. ESOP
  • BOOK ind #2638

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 →

Vantage Bank Texas Employee Stock Ownership Plan in the asset neighbourhood

Golden State Contract Flooring, Inc. Employee Stock Ownership Plan and TrustGolden State Contract Floori…$6MVantage Bank Texas Employee Stock Ownership PlanVantage Bank Texas Employee …$6MUnity Holdings, Inc. ESOP$6MProfit Sharing Plan Under Apparel Trading International Inc Retirement TrustProfit Sharing Plan Under Ap…$6MBlossom Valley Construction Inc. Employee Stock Ownership Plan and TrustBlossom Valley Construction …$6M
End-of-year total assets ($M) among Vantage Bank Texas Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Vbt Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Vbt Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 117.35491239743543% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.75M $5.98M ▲ +117.5%
Year Plans Participants Total Assets
2022 1 404 $3M
2023 1 412 $4M
2024 1 431 $6M

Vbt Financial Corporation filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN830818315
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Vantage Bank Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Vantage Bank Texas Employee Stock Ownership Plan, Total assets ($B): 0.005981179 · Participants: 431Vantage Bank Texas 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
Vantage Bank Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Vantage Bank Texas Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Unity Holdings, Inc. ESOP in WI ($6M); by covered participants it is Gutchess Lumber Employee Stock Ownership Plan in NY (431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (431 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 Vantage Bank Texas Employee Stock Ownership Plan assets move in 2024? ▼
Vantage Bank Texas Employee Stock Ownership Plan surged - up 42.9% during 2024, from $4M to $6M. Reported net income was $2M.
How have Vbt Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vbt Financial Corporation's sponsor-wide assets grew 117.4%, from $3M to $6M.
Which ESOP plans are similar in size to Vantage Bank Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Unity Holdings, Inc. ESOP in WI ($6M, N/A participants).
Which ESOP plans cover a similar participant headcount to Vantage Bank Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gutchess Lumber Employee Stock Ownership Plan in NY (431 participants, $24M 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 830818315.

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.