ESOP · DOL Form 5500 · 2022

Perry Bancshares, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
61
Participants Small participant base
47th
Percentile by assets National rank
$69,577
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. · Sponsored by Perry Bancshares, Inc. · Oklahoma · Finance & Insurance

$4M in assets, 61 participants

Perry Bancshares, Inc.'s Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. reported $4M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,022 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. holds $4M for 61 participants - about $69,577 per participant, in the lower half of filed plans by assets.

#3,022
in Finance & Insurance (9,261 peers)
+2.0%
assets growth YoY

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.'s mid-pack asset rank among Finance & Insurance and all filers

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. vs every filed plan by assets

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

$4,244,174 47th percentile higher than 47% 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

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. is a small filing (61 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 731153553 · Perry Bancshares, Inc. PY 2022 · ESOP

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. · $4M · 61 · 47th

  • 5500 $4M
  • ASSETS 61
  • PCT 47th
  • EIN ESOP
  • RANK near Spotlight Events, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #3022

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 Oklahoma →

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in the asset neighbourhood

Spotlight Events, Inc. Employee Stock Ownership Plan and TrustSpotlight Events, Inc. Emplo…$4MDee Paper Company, Inc. Employee Stock Ownership PlanDee Paper Company, Inc. Empl…$4MEmployee Stock Ownership Plan for Employees of Perry Bancshares, Inc.Employee Stock Ownership Pla…$4MBay Area/General Crane Service, Inc. Employee Stock Ownership PlanBay Area/General Crane Servi…$4MDdw, Inc. Employee Stock Ownership PlanDdw, Inc. Employee Stock Own…$4M
End-of-year total assets ($M) among Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$82K
Employer EIN731153553
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perry Bancshares, Inc.)

Sponsor-wide plan assets over time

All Perry Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.1495758656454707% vs 2022
2024 filing year
$3.9M$4M$4.1M$4.2M$4.3M 202220232024 $4.24M $4.2M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 61 $4M
2023 1 61 $4M
2024 1 59 $4M

Nearby ESOP Plans in Oklahoma

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

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc., Total assets ($M): 4.244174 · Participants: 61Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.Locke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. side-by-side with 3 peers →

Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.'s out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Spotlight Events, Inc. Employee Stock Ownership Plan and Trust in ID ($4M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. assets move in 2022? ▼
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. edged up modestly - up 2.0% during 2022, from $4M to $4M. Reported net income was $82K.
How have Perry Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perry Bancshares, Inc.'s sponsor-wide assets declined 1.1%, from $4M to $4M.
Which ESOP plans are similar in size to Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Spotlight Events, Inc. Employee Stock Ownership Plan and Trust in ID ($4M, 22 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M 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 731153553.

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.