Federal Home Loan Bank of Dallas 401(k) match, vesting and fees
What Federal Home Loan Bank of Dallas' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 51 defined-contribution plans in public administration with 100 to 499 participants.
| Federal Home Loan Bank of Dallas: employer contribution per participant | $8,066 | |
| Peer median | $2,018 |
| Federal Home Loan Bank of Dallas: average balance | $307,858 | |
| Peer median | $40,385 |
| Federal Home Loan Bank of Dallas: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.40% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $67M at the end of plan year 2023 to $76.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 256 | $76.7M | $2M | $8,066 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 244 | $67M | $1.9M | $7,883 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Federal Home Loan Bank of Dallas match 401(k) contributions?
The match terms for the Fhlbank Dallas 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $8,066 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Federal Home Loan Bank of Dallas 401(k) match vested?
The vesting schedule for the Fhlbank Dallas 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Federal Home Loan Bank of Dallas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Federal Home Loan Bank of Dallas.
I left Federal Home Loan Bank of Dallas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Federal Home Loan Bank of Dallas, (214) 441-8500) or the recordkeeper, Fidelity Investments Institutional. The Federal Home Loan Bank of Dallas old 401(k) page lists the contacts from every plan filing. Find an old Federal Home Loan Bank of Dallas 401(k)
Data from the public Form 5500 annual reports Federal Home Loan Bank of Dallas filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Federal Home Loan Bank of Dallas. Not financial advice. Report a correction · Methodology