401(k) · DOL Form 5500 · 2022

Bath State Bancorp 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
48
Participants Small participant base
61st
Percentile by assets National rank
$175,263
Avg per participant Above avg balance/head
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Official DOL plan name: Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bath State Bancorp · Indiana · Management of Enterprises

$8M in assets, 48 participants

Bath State Bancorp's Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions reported $8M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #479 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions ranks #479 of 1,193 2022 filers by assets (4226% of the sector average)-$8M for 48 participants.

#479
in Management of Enterprises (1,193 peers)
-24.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions's mid-pack asset rank among Management of Enterprises and all filers

Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,412,634 Top 39% higher than 61% of 139,123 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 2022

Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions is a small filing (48 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 351730864 · Bath State Bancorp PY 2022 · 401(k)

Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions · $8M · 48 · 61st

  • BOY $8M
  • SCH 48
  • EBSA 61st
  • PART 401(k)
  • TYPE near Vividion 401(k) Plan
  • NET ind #479

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 Management of Enterprises retirement plans → · Plans in Indiana →

Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Bath State Bancorp Employee Stock Ownership Plan with 401(k) ProvisionsBath State Bancorp Employee …$8MVividion 401(k) Plan$8MBlankenship Cpa Group 401(k) Profit Sharing PlanBlankenship Cpa Group 401(k)…$8MWalters Corporation 401(k) PlanWalters Corporation 401(k) P…$8MBishop Gadsden Savings & Retirement PlanBishop Gadsden Savings & Ret…$8M
End-of-year total assets ($M) among Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN351730864
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bath State Bancorp)

Sponsor-wide plan assets over time

All Bath State Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.50945827430505% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.41M $10.2M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 48 $8M
2023 1 47 $8M
2024 1 45 $10M

Nearby 401(k) Plans in Indiana

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

Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.008412634 · Participants: 48Bath State Bancorp Employee Stock Ownership Plan with 401(k) ProvisionsElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Vividion 401(k) Plan in CA ($8M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions assets move in 2022? ▼
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions declined sharply - down 24.9% during 2022, from $11M to $8M. Reported net income was -$3M.
How have Bath State Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bath State Bancorp's sponsor-wide assets grew 21.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Vividion 401(k) Plan in CA ($8M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351730864.

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.