401(k) · DOL Form 5500 · 2023

American National Bank & Trust 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
270
Participants Below avg headcount
78th
Percentile by assets National rank
$101,233
Avg per participant Below avg balance/head
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Official DOL plan name: American National Bank & Trust Employee Stock Ownership Plan · Sponsored by American National Bank & Trust · Texas · Finance & Insurance

$27M in assets, 270 participants

American National Bank & Trust's American National Bank & Trust Employee Stock Ownership Plan reported $27M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,878 in Finance & Insurance (8,869 peers)

Coverage in Texas

American National Bank & Trust Employee Stock Ownership Plan covers 270 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#5,878
in Finance & Insurance (8,869 peers)
-2.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $582K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American National Bank & Trust Employee Stock Ownership Plan's outsized position by total assets

American National Bank & Trust Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,333,033 Top 22% higher than 78% of 127,068 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 2023

American National Bank & Trust Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American National Bank & Trust Employee Stock Ownership Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American National Bank & Trust Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to -$582K in the plan year 2023 filing.
  • American National Bank & Trust Employee Stock Ownership Plan reported participants rose from 250 in the plan year 2022 filing to 270 in the plan year 2023 filing.
  • American National Bank & Trust Employee Stock Ownership Plan end-of-year assets fell from $28M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751511306 · American National Bank & Trust PY 2023 · 401(k)

American National Bank & Trust Employee Stock Ownership Plan · $27M · 270 · 78th

  • BOOK $27M
  • BOOK 270
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Institute for Healthcare Improvement 401(k) Profit Sharing Plan
  • BOOK ind #5878

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 →

American National Bank & Trust Employee Stock Ownership Plan in the asset neighbourhood

American National Bank & Trust Employee Stock Ownership PlanAmerican National Bank & Tru…$27MInstitute for Healthcare Improvement 401(k) Profit Sharing PlanInstitute for Healthcare Imp…$27MKast Construction and Grit Construction Services 401(k) PlanKast Construction and Grit C…$27MAcp Creativit, LLC 401(k) PlanAcp Creativit, LLC 401(k) Pl…$27MThe Summit Federal Credit Union 401(k) PlanThe Summit Federal Credit Un…$27M
End-of-year total assets ($M) among American National Bank & Trust Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$27M
Net Income-$582K
Employer EIN751511306
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American National Bank & Trust)

Sponsor-wide plan assets over time

All American National Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$33M 17.517557184528442% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.9M $32.8M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 250 $28M
2023 1 270 $27M
2024 1 292 $33M

Nearby 401(k) Plans in Texas

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

American National Bank & Trust Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants American National Bank & Trust Employee Stock Ownership Plan, Total assets ($B): 0.027333033 · Participants: 270American National Bank & Trust Employee Stock Ownership PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
American National Bank & Trust Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare American National Bank & Trust Employee Stock Ownership Plan side-by-side with 3 peers →

American National Bank & Trust Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Institute for Healthcare Improvement 401(k) Profit Sharing Plan in MA ($27M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American National Bank & Trust Employee Stock Ownership Plan assets move in 2023? ▼
American National Bank & Trust Employee Stock Ownership Plan edged down modestly - down 2.1% during 2023, from $28M to $27M. Reported net income was -$582K.
How have American National Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American National Bank & Trust's sponsor-wide assets grew 17.5%, from $28M to $33M.
Where does American National Bank & Trust Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
American National Bank & Trust Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American National Bank & Trust Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Institute for Healthcare Improvement 401(k) Profit Sharing Plan in MA ($27M, 182 participants).
Which 401(k) plans cover a similar participant headcount to American National Bank & Trust Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751511306.

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.