401(k) · DOL Form 5500 · 2024

T Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
157
Participants Small participant base
64th
Percentile by assets National rank
$93,255
Avg per participant Below avg balance/head
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Official DOL plan name: T Bank, N.a. Employee Savings Plan · Sponsored by T Bank, N.a. · Texas · Finance & Insurance

$15M in assets, 157 participants

T Bank, N.a.'s T Bank, N.a. Employee Savings Plan reported $15M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,107 in Finance & Insurance (8,549 peers)

Coverage in Texas

T Bank, N.a. Employee Savings Plan covers 157 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#4,107
in Finance & Insurance (8,549 peers)
+34.0%
assets growth YoY

T Bank, N.a. Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

T Bank, N.a. Employee Savings Plan vs every filed plan by assets

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

$14,640,985 Top 36% higher than 64% 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

T Bank, N.a. Employee Savings 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. T Bank, N.a. Employee Savings Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • T Bank, N.a. Employee Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • T Bank, N.a. Employee Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • T Bank, N.a. Employee Savings Plan reported participants rose from 139 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201099212 · T Bank, N.a. PY 2024 · 401(k)

T Bank, N.a. Employee Savings Plan · $15M · 157 · 64th

  • ASSETS $15M
  • PCT 157
  • EIN 64th
  • RANK 401(k)
  • PHOTO near Mwa 401(k) & ESOP
  • IND ind #4107

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 →

T Bank, N.a. Employee Savings Plan in the asset neighbourhood

T Bank, N.a. Employee Savings PlanT Bank, N.a. Employee Saving…$15MMwa 401(k) & ESOP$15MWick Buildings, Inc. Savings PlanWick Buildings, Inc. Savings…$15MAllego Inc 401(k) Profit Sharing Plan and TrustAllego Inc 401(k) Profit Sha…$15MH.a. Motors LLP Retirement Plan and TrustH.a. Motors LLP Retirement P…$15M
End-of-year total assets ($M) among T Bank, N.a. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN201099212
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T Bank, N.a.)

Sponsor-wide plan assets over time

All T Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 86.44953294605209% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.85M $14.6M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 139 $11M
2024 1 157 $15M

Nearby 401(k) Plans in Texas

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

T Bank, N.a. Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants T Bank, N.a. Employee Savings Plan, Total assets ($B): 0.014640985 · Participants: 157T Bank, N.a. Employee Savings 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
T Bank, N.a. Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

T Bank, N.a. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mwa 401(k) & ESOP in CA ($15M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 T Bank, N.a. Employee Savings Plan assets move in 2024?
T Bank, N.a. Employee Savings Plan surged - up 34.0% during 2024, from $11M to $15M. Reported net income was $4M.
How have T Bank, N.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), T Bank, N.a.'s sponsor-wide assets grew 86.4%, from $8M to $15M.
Which 401(k) plans are similar in size to T Bank, N.a. Employee Savings Plan?
Among 401(k) plans in other states, the closest by assets is Mwa 401(k) & ESOP in CA ($15M, 61 participants).
Which 401(k) plans cover a similar participant headcount to T Bank, N.a. Employee Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K in assets).