ESOP · DOL Form 5500 · 2022

Traditions Bancshares, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
71
Participants Small participant base
63rd
Percentile by assets National rank
$128,334
Avg per participant Near avg balance/head
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Official DOL plan name: Traditions Bancshares, Inc.Employee Stock Ownership · Sponsored by Traditions Bancshares, Inc. · Alabama · Finance & Insurance

$9M in assets, 71 participants

Traditions Bancshares, Inc.'s Traditions Bancshares, Inc.Employee Stock Ownership reported $9M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,298 in Finance & Insurance (9,261 peers)

Traditions Bancshares, Inc. multi-year trail

Traditions Bancshares, Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Traditions Bancshares, Inc.Employee Stock Ownership at $9M / 71 participants.

#4,298
in Finance & Insurance (9,261 peers)
+22.5%
assets growth YoY

Traditions Bancshares, Inc.Employee Stock Ownership's mid-pack asset rank among Finance & Insurance and all filers

Traditions Bancshares, Inc.Employee Stock Ownership vs every filed plan by assets

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

$9,111,679 Top 37% higher than 63% 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

Traditions Bancshares, Inc.Employee Stock Ownership among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Traditions Bancshares, Inc.Employee Stock Ownership is a small filing (71 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 030487826 · Traditions Bancshares, Inc. PY 2022 · ESOP

Traditions Bancshares, Inc.Employee Stock Ownership · $9M · 71 · 63rd

  • TYPE $9M
  • NET 71
  • BOOK 63rd
  • VS-ST ESOP
  • BOY near O'neil Printing, Inc. Employee Stock Ownership Plan
  • SCH ind #4298

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 Alabama →

Traditions Bancshares, Inc.Employee Stock Ownership in the asset neighbourhood

Westbury Bank Employee Stock Ownership PlanWestbury Bank Employee Stock…$9MMs Consultants, Inc. ESOP Profit Sharing/Stock Bonus PlanMs Consultants, Inc. ESOP Pr…$9MTraditions Bancshares, Inc.Employee Stock OwnershipTraditions Bancshares, Inc.E…$9MO'neil Printing, Inc. Employee Stock Ownership PlanO'neil Printing, Inc. Employ…$9MK & S Wire Products, Inc. Employee Stock Ownership PlanK & S Wire Products, Inc. Em…$9M
End-of-year total assets ($M) among Traditions Bancshares, Inc.Employee Stock Ownership and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Traditions Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$13M 41.402852317339104% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.11M $12.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 71 $9M
2023 1 75 $11M
2024 1 79 $13M

Traditions Bancshares, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN030487826
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Traditions Bancshares, Inc.Employee Stock Ownership vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Traditions Bancshares, Inc.Employee Stock Ownership, Total assets ($M): 9.111679 · Participants: 71Traditions Bancshares, Inc.Employee Stock OwnershipStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Traditions Bancshares, Inc.Employee Stock Ownership vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Traditions Bancshares, Inc.Employee Stock Ownership side-by-side with 3 peers →

Traditions Bancshares, Inc.Employee Stock Ownership's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is O'neil Printing, Inc. Employee Stock Ownership Plan in AZ ($9M); by covered participants it is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Traditions Bancshares, Inc.Employee Stock Ownership assets move in 2022? ▼
Traditions Bancshares, Inc.Employee Stock Ownership grew sharply - up 22.5% during 2022, from $7M to $9M. Reported net income was $2M.
How have Traditions Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Traditions Bancshares, Inc.'s sponsor-wide assets grew 41.4%, from $9M to $13M.
Which ESOP plans are similar in size to Traditions Bancshares, Inc.Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by assets is O'neil Printing, Inc. Employee Stock Ownership Plan in AZ ($9M, 53 participants).
Which ESOP plans cover a similar participant headcount to Traditions Bancshares, Inc.Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by covered participants is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants, $11M 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 030487826.

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.