401(k) · DOL Form 5500 · 2024

American National Bank & Trust 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
292
Participants Below avg headcount
79th
Percentile by assets National rank
$112,346
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

$33M in assets, 292 participants

American National Bank & Trust's American National Bank & Trust Employee Stock Ownership Plan reported $33M in total assets and 292 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.

  • #5,697 in Finance & Insurance (8,549 peers)

Coverage in Texas

American National Bank & Trust Employee Stock Ownership Plan covers 292 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $33M.

#5,697
in Finance & Insurance (8,549 peers)
+20.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$32,805,106 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

American National Bank & Trust 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. American National Bank & Trust Employee Stock Ownership Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American National Bank & Trust Employee Stock Ownership Plan reported net income rose from -$582K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • American National Bank & Trust Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • American National Bank & Trust Employee Stock Ownership Plan reported participants rose from 270 in the plan year 2023 filing to 292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751511306 · American National Bank & Trust PY 2024 · 401(k)

American National Bank & Trust Employee Stock Ownership Plan · $33M · 292 · 79th

  • SCH $33M
  • SCH 292
  • SCH 79th
  • SCH 401(k)
  • SCH near Signature Health, Inc. 401(k) Plan
  • SCH ind #5697

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

R.S.M. Electron Power, Inc 401(k) PlanR.S.M. Electron Power, Inc 4…$33MAmerican National Bank & Trust Employee Stock Ownership PlanAmerican National Bank & Tru…$33MSignature Health, Inc. 401(k) PlanSignature Health, Inc. 401(k…$33MGeneral Electric Credit Union Employees Retirement PlanGeneral Electric Credit Unio…$33MTaylor United, Inc. 401(k) PlanTaylor United, Inc. 401(k) P…$33M
End-of-year total assets ($M) among American National Bank & Trust Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$5M
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): 0.032805106 · Participants: 292American National Bank & Trust Employee Stock Ownership 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
American National Bank & Trust Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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 Signature Health, Inc. 401(k) Plan in OH ($33M); by covered participants it is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 American National Bank & Trust Employee Stock Ownership Plan assets move in 2024?
American National Bank & Trust Employee Stock Ownership Plan grew sharply - up 20.0% during 2024, from $27M to $33M. Reported net income was $5M.
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 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 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 Signature Health, Inc. 401(k) Plan in OH ($33M, 897 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 Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants, $13M in assets).