Defined Benefit (Pension) · DOL Form 5500 · 2024
Jefferson Bank Pension Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $139,046
- Avg per participant Near avg balance/head
Official DOL plan name: Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust · Sponsored by Jefferson Bank · Texas · Finance & Insurance
$44M in assets, 317 participants
Jefferson Bank's Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust reported $44M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,258 in Finance & Insurance (8,549 peers)
Coverage in Texas
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust covers 317 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $44M.
- #6,258
- in Finance & Insurance (8,549 peers)
- +7.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust's outsized position by total assets
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,077,629 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust 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. Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust end-of-year assets rose from $41M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust reported participants fell from 325 in the plan year 2023 filing to 317 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 742280207 · Jefferson Bank PY 2024 · Defined Benefit (Pension)
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust · $44M · 317 · 83rd
- EOY $44M
- 5500 317
- ASSETS 83rd
- PCT Defined Benefit (Pension)
- EIN near Petroleum Heat and Power Co., Inc. Retirement Plan
- RANK ind #6258
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 →
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $3M |
| Employer EIN | 742280207 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson Bank)
Sponsor-wide plan assets over time
All Jefferson Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 24.46285622848717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 677 | $70M |
| 2023 | 2 | 675 | $78M |
| 2024 | 2 | 657 | $87M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Petroleum Heat and Power Co., Inc. Retirement Plan in CT ($44M); by covered participants it is Morgan US Employees' Retirement Plan in NC (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Petroleum Heat and Power Co., Inc. Retirement Plan (CT) $44M · 86
- Flexi-Van Pension Plan (AZ) $44M · 6
- Taft Stettinius & Hollister LLP Retirement Plan for Partners (OH) $44M · 451
- Sonoco Pension Plan (SC) $44M · 616
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Morgan US Employees' Retirement Plan (NC) 317 · 0 off
- IBEW Local No. 223 Pension (CT) 317 · 0 off
- Continental Graphics Employee Pension Plan (WA) 317 · 0 off
- Bradford White Corporation UAW Retirement Income Plan (PA) 318 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.