401(k) · DOL Form 5500 · 2022

Gillmor Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
85
Participants Small participant base
88th
Percentile by assets National rank
$606,339
Avg per participant High balance/head
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Official DOL plan name: Old Fort Banking Company Employee Stock Ownership and 401(k) Plan · Sponsored by Gillmor Financial Services, Inc. · Ohio · Management of Enterprises

$52M in assets, 85 participants

Gillmor Financial Services, Inc.'s Old Fort Banking Company Employee Stock Ownership and 401(k) Plan reported $52M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

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

Where Old Fort Banking Company Employee Stock Ownership and 401(k) Plan sits by assets

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 85 participants (~$606,339/participant), up 4.0% in 2022.

#849
in Management of Enterprises (1,193 peers)
+4.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$51,538,827 Top 12% higher than 88% 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

Old Fort Banking Company Employee Stock Ownership and 401(k) 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. Old Fort Banking Company Employee Stock Ownership and 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

DOL schedule card

Filing strip 341764632 · Gillmor Financial Services, Inc. PY 2022 · 401(k)

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan · $52M · 85 · 88th

  • NET $52M
  • NET 85
  • NET 88th
  • NET 401(k)
  • NET near Gf Machining Solutions Retirement Savings Plan
  • NET ind #849

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 Ohio →

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Descartes Systems Group Employee Retirement PlanDescartes Systems Group Empl…$52MOld Fort Banking Company Employee Stock Ownership and 401(k) PlanOld Fort Banking Company Emp…$52MGf Machining Solutions Retirement Savings PlanGf Machining Solutions Retir…$52MThe Associated Jewish Community Federation of Baltimore 401(k) Thrift PlanThe Associated Jewish Commun…$52MSps Companies, Inc. Retirement PlanSps Companies, Inc. Retireme…$52M
End-of-year total assets ($M) among Old Fort Banking Company Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$50M
Net Income$4M
Employer EIN341764632
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gillmor Financial Services, Inc.)

Sponsor-wide plan assets over time

All Gillmor Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 1.29200262939628% vs 2022
2024 filing year
$49M$50M$51M$52M$53M 202220232024 $51.5M $52.2M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 85 $52M
2023 1 101 $49M
2024 1 102 $52M

Nearby 401(k) Plans in Ohio

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

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Old Fort Banking Company Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.051538827 · Participants: 85Old Fort Banking Company Employee Stock Ownership and 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Old Fort Banking Company Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Gf Machining Solutions Retirement Savings Plan in IL ($52M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Old Fort Banking Company Employee Stock Ownership and 401(k) Plan assets move in 2022? ▼
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan edged up modestly - up 4.0% during 2022, from $50M to $52M. Reported net income was $4M.
How have Gillmor Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gillmor Financial Services, Inc.'s sponsor-wide assets grew 1.3%, from $52M to $52M.
Where does Old Fort Banking Company Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Old Fort Banking Company Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gf Machining Solutions Retirement Savings Plan in IL ($52M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Old Fort Banking Company Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perfect World North America Corporation 401(k) Plan in CA (85 participants, N/A 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 341764632.

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.