Plan5500

Allegiance Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allegiance Bank (EIN 26-0589597) is a plan sponsor located in Houston, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-0589597
Location
Houston, TX
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allegiance Bank

  • 4 loaded plans hold $142M in reported assets.
  • The largest, Allegiance Bank 401(K) & Profit Sharing Plan, holds 62% of this company's reported plan assets.
  • Plans cover 2,150 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$142MSummed across loaded plans$141,959,537
Total reported assets$142M$141,959,537
Total reported participants2.1K2,150
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$142M total assets
Net assets$142MLiabilities$0
Contributions & income
Employer contributions$5M
Participant contributions$7.7M
Total income / additions$32.9M
Expenses & distributions
Benefits paid / distributions$19.7M
Total expenses$20M
Net increase / (decrease)$12.9M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Allegiance Bank 401(K) & Profit Sharing Plan
Participants per plan538Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Allegiance Bank 401(K) & Profit Sharing Plan$87.8M
    Plan #001 · 692 participants · 2023
  2. 2
    Stellar Bank Retirement Plan$54.1M
    Plan #002 · 500 participants · 2023
  3. 3
    Stellar Bank Severance Plannot reported in the loaded dataset
    Plan #502 · 556 participants · 2023
  4. 4
    Stellar Bank Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 402 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allegiance Bank. Open one for its full reported snapshot.

  1. 2023
    Stellar Bank Welfare Benefit Plan402 participants · 2No schedules
    View filing →
  2. 2023
    Stellar Bank Severance Plan556 participants · 2No schedules
    View filing →
  3. 2023
    Stellar Bank Retirement Plan500 participants · 2Sch HSch C
    View filing →
  4. 2023
    Allegiance Bank 401(K) & Profit Sharing Plan692 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allegiance Bank report on Form 5500?
Allegiance Bank (EIN 26-0589597) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allegiance Bank?
The Employer Identification Number (EIN) reported for Allegiance Bank is 26-0589597.
What is the latest Form 5500 filing year for Allegiance Bank?
The latest loaded Form 5500 filing year for Allegiance Bank is 2023.

Related Form 5500 pages