ESOP · DOL Form 5500 · 2022

Bank of Weston ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
29
Participants Small participant base
27th
Percentile by assets National rank
$42,073
Avg per participant Low balance/head
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Official DOL plan name: Bank of Weston Employee Stock Ownership Plan and Trust · Sponsored by Bank of Weston · Missouri · Finance & Insurance

$1M in assets, 29 participants

Bank of Weston's Bank of Weston Employee Stock Ownership Plan and Trust reported $1M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,674 in Finance & Insurance (9,261 peers)

2022 asset change

Bank of Weston Employee Stock Ownership Plan and Trust declined sharply 26.8% in 2022 ($2M → $1M) for 29 participants.

#1,674
in Finance & Insurance (9,261 peers)
-26.8%
assets change YoY

The plan reported a net loss of $407K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of Weston Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Bank of Weston Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,220,123 27th percentile higher than 27% 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

Bank of Weston Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Weston Employee Stock Ownership Plan and Trust is a small filing (29 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 440162480 · Bank of Weston PY 2022 · ESOP

Bank of Weston Employee Stock Ownership Plan and Trust · $1M · 29 · 27th

  • SCH $1M
  • EBSA 29
  • PART 27th
  • TYPE ESOP
  • NET near Todd Construction, Inc. Employee Stock Ownership Plan and Trust
  • BOOK ind #1674

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 →

Bank of Weston Employee Stock Ownership Plan and Trust in the asset neighbourhood

Wetzel-Valley Agencies, Inc. Employee Stock Ownership PlanWetzel-Valley Agencies, Inc.…$1MBank of Weston Employee Stock Ownership Plan and TrustBank of Weston Employee Stoc…$1MTodd Construction, Inc. Employee Stock Ownership Plan and TrustTodd Construction, Inc. Empl…$1MLife Ambulance Service, Inc. Employee Stock Ownership PlanLife Ambulance Service, Inc.…$1MNeri Contractors & Excavators, Inc. Employee Stock Ownership Plan and TrustNeri Contractors & Excavator…$1M
End-of-year total assets ($M) among Bank of Weston Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Bank of Weston years around the 2022 move

Sponsor-wide plan assets over time

All Bank of Weston plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.069079101041452% vs 2022
2024 filing year
$1.2M$1.22M$1.24M$1.26M$1.28M$1.3M 202220232024 $1.22M $1.28M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 29 $1M
2023 1 30 $1M
2024 1 34 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$407K
Employer EIN440162480
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Bank of Weston Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Bank of Weston Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001220123 · Participants: 29Bank of Weston Employee Stock Ownership Plan and TrustBurns & 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
Bank of Weston Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Bank of Weston Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Bank of Weston Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Todd Construction, Inc. Employee Stock Ownership Plan and Trust in OR ($1M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Bank of Weston Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Bank of Weston Employee Stock Ownership Plan and Trust declined sharply - down 26.8% during 2022, from $2M to $1M. Reported net income was -$407K.
How have Bank of Weston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Weston's sponsor-wide assets grew 5.1%, from $1M to $1M.
Which ESOP plans are similar in size to Bank of Weston Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Todd Construction, Inc. Employee Stock Ownership Plan and Trust in OR ($1M, 62 participants).
Which ESOP plans cover a similar participant headcount to Bank of Weston Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 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 440162480.

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.