ESOP · DOL Form 5500 · 2022

First Jackson Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
66
Participants Small participant base
38th
Percentile by assets National rank
$39,642
Avg per participant Low balance/head
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Official DOL plan name: North Jackson Bank Employee Stock Ownership Plan · Sponsored by First Jackson Bank · Alabama · Finance & Insurance

$3M in assets, 66 participants

First Jackson Bank's North Jackson Bank Employee Stock Ownership Plan reported $3M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,374 in Finance & Insurance (9,261 peers)

2022 asset change

North Jackson Bank Employee Stock Ownership Plan grew at a solid clip 12.4% in 2022 ($2M → $3M) for 66 participants.

#2,374
in Finance & Insurance (9,261 peers)
+12.4%
assets growth YoY

North Jackson Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

North Jackson Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$2,616,397 38th percentile higher than 38% 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

North Jackson 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. North Jackson Bank Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 630800802 · First Jackson Bank PY 2022 · ESOP

North Jackson Bank Employee Stock Ownership Plan · $3M · 66 · 38th

  • VS-ST $3M
  • VS-ST 66
  • VS-ST 38th
  • VS-ST ESOP
  • VS-ST near Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2374

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 →

North Jackson Bank Employee Stock Ownership Plan in the asset neighbourhood

Meyer Design, Incorporated Employee Stock Ownership PlanMeyer Design, Incorporated E…$3MNorth Jackson Bank Employee Stock Ownership PlanNorth Jackson Bank Employee …$3MAllgeier, Martin & Associates, Inc. Employee Stock Ownership PlanAllgeier, Martin & Associate…$3MEmployee Stock Ownership Plan and Trust for the Employees of Macho Products, Inc.Employee Stock Ownership Pla…$3MMid-Southern Savings Bank, Fsb Employee Stock Ownership PlanMid-Southern Savings Bank, F…$3M
End-of-year total assets ($M) among North Jackson Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

First Jackson Bank years around the 2022 move

Sponsor-wide plan assets over time

All First Jackson Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.18266035314977% vs 2022
2024 filing year
$2.6M$2.65M$2.7M$2.75M 202220232024 $2.62M $2.73M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 66 $3M
2023 1 64 $3M
2024 1 69 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$287K
Employer EIN630800802
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

North Jackson Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants North Jackson Bank Employee Stock Ownership Plan, Total assets ($M): 2.616397 · Participants: 66North Jackson Bank Employee Stock Ownership PlanStarfish 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
North Jackson Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare North Jackson Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO ($3M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants). Same-state nearby plans are listed separately above.

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 North Jackson Bank Employee Stock Ownership Plan assets move in 2022? ▼
North Jackson Bank Employee Stock Ownership Plan grew at a solid clip - up 12.4% during 2022, from $2M to $3M. Reported net income was $287K.
How have First Jackson Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Jackson Bank's sponsor-wide assets grew 4.2%, from $3M to $3M.
Which ESOP plans are similar in size to North Jackson Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO ($3M, 113 participants).
Which ESOP plans cover a similar participant headcount to North Jackson Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants, $20M 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 630800802.

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.