ESOP · DOL Form 5500 · 2022

Clay County Savings Bank ESOP

Data updated 2026-08-25

$624K
Total assets Small plan by assets
28
Participants Small participant base
20th
Percentile by assets National rank
$22,299
Avg per participant Low balance/head
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Official DOL plan name: Clay County Savings Bank Employee Stock Ownership Plan · Sponsored by Clay County Savings Bank · Missouri · Finance & Insurance

$624K in assets, 28 participants

Clay County Savings Bank's Clay County Savings Bank Employee Stock Ownership Plan reported $624K in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,197 in Finance & Insurance (9,261 peers)

Clay County Savings Bank multi-year trail

Clay County Savings Bank's plans moved -37.1% in assets from 2022 to 2024; this filing shows Clay County Savings Bank Employee Stock Ownership Plan at $624K / 28 participants.

#1,197
in Finance & Insurance (9,261 peers)
-29.5%
assets change YoY

The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clay County Savings Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Clay County Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$624,369 20th percentile higher than 20% 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

Clay County Savings Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clay County Savings Bank Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 440202690 · Clay County Savings Bank PY 2022 · ESOP

Clay County Savings Bank Employee Stock Ownership Plan · $624K · 28 · 20th

  • EOY $624K
  • 5500 28
  • ASSETS 20th
  • PCT ESOP
  • EIN near Truex Metier Employee Stock Ownership Plan
  • RANK ind #1197

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 What is an ESOP? → · Plans in Missouri →

Clay County Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Mnx Innovations, Ltd. Employee Stock Ownership Plan and TrustMnx Innovations, Ltd. Employ…$626KMl Dewane Inc ESOP Plan and TrustMl Dewane Inc ESOP Plan and …$628KClay County Savings Bank Employee Stock Ownership PlanClay County Savings Bank Emp…$624KTruex Metier Employee Stock Ownership PlanTruex Metier Employee Stock …$623KIliad Media Group Holdings, Inc. Employee Stock Ownership PlanIliad Media Group Holdings, …$620K
End-of-year total assets ($M) among Clay County Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Clay County Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Clay County Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.061579182957786% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.48M $2.82M ▼ -37.1%
Year Plans Participants Total Assets
2022 2 60 $4M
2023 2 73 $5M
2024 3 90 $3M

Clay County Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$886K
Net Assets (End of Year)$624K
Net Income-$261K
Employer EIN440202690
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Clay County Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Clay County Savings Bank Employee Stock Ownership Plan, Total assets ($B): 0.000624369 · Participants: 28Clay County Savings Bank Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Clay County Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Clay County Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Clay County Savings Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Truex Metier Employee Stock Ownership Plan in CA ($623K); by covered participants it is Lollar Guitars, Inc. Employee Stock Ownership Plan in WA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Clay County Savings Bank Employee Stock Ownership Plan assets move in 2022? ▼
Clay County Savings Bank Employee Stock Ownership Plan declined sharply - down 29.5% during 2022, from $886K to $624K. Reported net income was -$261K.
How have Clay County Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clay County Savings Bank's sponsor-wide assets declined 37.1%, from $4M to $3M.
Where does Clay County Savings Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Clay County Savings Bank Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Clay County Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Truex Metier Employee Stock Ownership Plan in CA ($623K, 12 participants).
Which ESOP plans cover a similar participant headcount to Clay County Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lollar Guitars, Inc. Employee Stock Ownership Plan in WA (28 participants, $200K 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 440202690.

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.