Texas Bank and Trust 401(k) match, vesting and fees
What Texas Bank and Trust's 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 | Texas Bank and Trust | Schedule C ↗ |
| Independent auditor | Gollob Morgan Peddy PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Texas Bank and Trust: employer contribution per participant | $3,364 | |
| Peer median | $3,122 |
| Texas Bank and Trust: average balance | $123,805 | |
| Peer median | $111,687 |
| Texas Bank and Trust: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.20% |
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 $48M at the end of plan year 2021 to $58.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 575 | $58.2M | $1.6M | $3,364 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 584 | $53.9M | $1.6M | $3,201 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 593 | $50.3M | $1.5M | $3,034 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 598 | $41.9M | $1.4M | $2,773 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 584 | $48M | $1.3M | $2,566 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Texas Bank and Trust match 401(k) contributions?
The match terms for the Texas Bank and Trust Company Employee Ps Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $1.6M in employer contributions, about $3,364 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Texas Bank and Trust 401(k) match vested?
The vesting schedule for the Texas Bank and Trust Company Employee Ps Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Texas Bank and Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Texas Bank and Trust. The plan administrator is Texas Bank and Trust Company.
I left Texas Bank and Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Texas Bank and Trust Company, (903) 295-4287) or the recordkeeper, Texas Bank and Trust. The Texas Bank and Trust old 401(k) page lists the contacts from every plan filing. Find an old Texas Bank and Trust 401(k)
Data from the public Form 5500 annual reports Texas Bank and Trust filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Texas Bank and Trust. Not financial advice. Report a correction · Methodology