ESOP · DOL Form 5500 · 2024

The American National Bank of Texas ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
552
Participants Below avg headcount
79th
Percentile by assets National rank
$62,743
Avg per participant Low balance/head
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Official DOL plan name: The American National Bank of Texas Employee Stock Ownership Plan · Sponsored by The American National Bank of Texas · Texas · Finance & Insurance

$35M in assets, 552 participants

The American National Bank of Texas's The American National Bank of Texas Employee Stock Ownership Plan reported $35M in total assets and 552 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,803 in Finance & Insurance (8,549 peers)

Where The American National Bank of Texas Employee Stock Ownership Plan sits by assets

The American National Bank of Texas Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 552 participants (~$62,743/participant), down 6.6% in 2024.

#5,803
in Finance & Insurance (8,549 peers)
-6.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The American National Bank of Texas Employee Stock Ownership Plan's outsized position by total assets

The American National Bank of Texas Employee Stock Ownership Plan vs every filed plan by assets

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

$34,634,191 Top 21% higher than 79% 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

The American National Bank of 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. The American National Bank of Texas Employee Stock Ownership Plan sits mid-pack in the medium band (552 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The American National Bank of Texas Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • The American National Bank of Texas Employee Stock Ownership Plan end-of-year assets fell from $37M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751747054 · The American National Bank of Texas PY 2024 · ESOP

The American National Bank of Texas Employee Stock Ownership Plan · $35M · 552 · 79th

  • IND $35M
  • EOY 552
  • 5500 79th
  • ASSETS ESOP
  • PCT near World Variety Produce, Inc. Employee Stock Ownership Plan
  • EIN ind #5803

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 →

The American National Bank of Texas Employee Stock Ownership Plan in the asset neighbourhood

Unwired Revolution, Inc. Employee Stock Ownership and 401(k) PlanUnwired Revolution, Inc. Emp…$35MThe American National Bank of Texas Employee Stock Ownership PlanThe American National Bank o…$35MWorld Variety Produce, Inc. Employee Stock Ownership PlanWorld Variety Produce, Inc. …$35MExperitec, Inc. Employee Stock Ownership PlanExperitec, Inc. Employee Sto…$35MBadger Pallets Holdco Employee Stock Ownership PlanBadger Pallets Holdco Employ…$35M
End-of-year total assets ($M) among The American National Bank of Texas Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$35M
Net Income-$2M
Employer EIN751747054
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The American National Bank of Texas)

Sponsor-wide plan assets over time

All The American National Bank of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$103M 7.3352769494870005% vs 2022
2024 filing year
$95M$100M$105M 202220232024 $96.1M $103M ▲ +7.3%
Year Plans Participants Total Assets
2022 2 1,059 $96M
2023 2 1,115 $99M
2024 2 1,119 $103M

Nearby ESOP Plans in Texas

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

The American National Bank of Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants The American National Bank of Texas Employee Stock Ownership Plan, Total assets ($B): 0.034634191 · Participants: 552The American National Bank of 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
The American National Bank of Texas Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare The American National Bank of Texas Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is World Variety Produce, Inc. Employee Stock Ownership Plan in CA ($35M); by covered participants it is Wallick Ownership Plan in OH (552 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (552 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 The American National Bank of Texas Employee Stock Ownership Plan assets move in 2024? ▼
The American National Bank of Texas Employee Stock Ownership Plan pulled back noticeably - down 6.6% during 2024, from $37M to $35M. Reported net income was -$2M.
How have The American National Bank of Texas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The American National Bank of Texas's sponsor-wide assets grew 7.3%, from $96M to $103M.
Where does The American National Bank of Texas Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The American National Bank of Texas Employee Stock Ownership Plan ranks in the 79th 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 ESOP plans are similar in size to The American National Bank of Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is World Variety Produce, Inc. Employee Stock Ownership Plan in CA ($35M, 438 participants).
Which ESOP plans cover a similar participant headcount to The American National Bank of Texas Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wallick Ownership Plan in OH (552 participants, $9M 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 751747054.

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.