401(k) · DOL Form 5500 · 2024

Jefferson Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
340
Participants Below avg headcount
82nd
Percentile by assets National rank
$127,590
Avg per participant Near avg balance/head
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Official DOL plan name: Jefferson Bancshares, Inc. 401(k) Plan · Sponsored by Jefferson Bancshares, Inc. · Texas · Finance & Insurance

$43M in assets, 340 participants

Jefferson Bancshares, Inc.'s Jefferson Bancshares, Inc. 401(k) Plan reported $43M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,228 in Finance & Insurance (8,549 peers)

Coverage in Texas

Jefferson Bancshares, Inc. 401(k) Plan covers 340 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $43M.

#6,228
in Finance & Insurance (8,549 peers)
+15.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jefferson Bancshares, Inc. 401(k) Plan's outsized position by total assets

Jefferson Bancshares, Inc. 401(k) Plan vs every filed plan by assets

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

$43,380,583 Top 18% higher than 82% 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

Jefferson Bancshares, Inc. 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. Jefferson Bancshares, Inc. 401(k) Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jefferson Bancshares, Inc. 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Jefferson Bancshares, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Jefferson Bancshares, Inc. 401(k) Plan reported participants fell from 350 in the plan year 2023 filing to 340 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742280207 · Jefferson Bancshares, Inc. PY 2024 · 401(k)

Jefferson Bancshares, Inc. 401(k) Plan · $43M · 340 · 82nd

  • PHOTO $43M
  • PHOTO 340
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Gust Rosenfeld P. L. C. Retirement Plan
  • PHOTO ind #6228

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. 401(k) Plan in the asset neighbourhood

Price Industries, Inc. 401(k) PlanPrice Industries, Inc. 401(k…$43MJefferson Bancshares, Inc. 401(k) PlanJefferson Bancshares, Inc. 4…$43MGust Rosenfeld P. L. C. Retirement PlanGust Rosenfeld P. L. C. Reti…$43MRetinovitreous Associates Ltd. 401(k) Profit Sharing PlanRetinovitreous Associates Lt…$43MR.a.N. 401(k) Profit Sharing PlanR.a.N. 401(k) Profit Sharing…$43M
End-of-year total assets ($M) among Jefferson Bancshares, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN742280207
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Bancshares, Inc.)

Sponsor-wide plan assets over time

All Jefferson Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 24.46285622848717% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.3M $87.5M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 677 $70M
2023 2 675 $78M
2024 2 657 $87M

Nearby 401(k) Plans in Texas

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

Jefferson Bancshares, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jefferson Bancshares, Inc. 401(k) Plan, Total assets ($B): 0.043380583 · Participants: 340Jefferson Bancshares, Inc. 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
Jefferson Bancshares, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jefferson Bancshares, Inc. 401(k) Plan side-by-side with 3 peers →

Jefferson Bancshares, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gust Rosenfeld P. L. C. Retirement Plan in AZ ($43M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Jefferson Bancshares, Inc. 401(k) Plan assets move in 2024? ▼
Jefferson Bancshares, Inc. 401(k) Plan grew sharply - up 15.6% during 2024, from $38M to $43M. Reported net income was $6M.
How have Jefferson Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Bancshares, Inc.'s sponsor-wide assets grew 24.5%, from $70M to $87M.
Where does Jefferson Bancshares, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jefferson Bancshares, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jefferson Bancshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gust Rosenfeld P. L. C. Retirement Plan in AZ ($43M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Bancshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 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 742280207.

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.