ESOP · DOL Form 5500 · 2022

Affinity Bank ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
66
Participants Small participant base
61st
Percentile by assets National rank
$127,345
Avg per participant Near avg balance/head
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Official DOL plan name: Affinity Bank Employee Stock Ownership Plan · Sponsored by Affinity Bank · Georgia · Finance & Insurance

$8M in assets, 66 participants

Affinity Bank's Affinity Bank Employee Stock Ownership Plan reported $8M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,141 in Finance & Insurance (9,261 peers)

Affinity Bank multi-year trail

Affinity Bank's plans moved +14.5% in assets from 2022 to 2024; this filing shows Affinity Bank Employee Stock Ownership Plan at $8M / 66 participants.

#4,141
in Finance & Insurance (9,261 peers)
-2.2%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Affinity Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$8,404,777 Top 39% higher than 61% 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

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

Published 5500 schedule card

Filing strip 301030292 · Affinity Bank PY 2022 · ESOP

Affinity Bank Employee Stock Ownership Plan · $8M · 66 · 61st

  • EBSA $8M
  • PART 66
  • TYPE 61st
  • NET ESOP
  • BOOK near Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #4141

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 Georgia →

Affinity Bank Employee Stock Ownership Plan in the asset neighbourhood

Philpott Solutions Group, Inc. Employee Stock Ownership Plan and TrustPhilpott Solutions Group, In…$8MOllis and Company Employee Stock Ownership PlanOllis and Company Employee S…$8MAffinity Bank Employee Stock Ownership PlanAffinity Bank Employee Stock…$8MAdvanced Welding & Steel, Inc. Employee Stock Ownership Plan and TrustAdvanced Welding & Steel, In…$8MAv Construction, Inc. Employee Stock Ownership PlanAv Construction, Inc. Employ…$8M
End-of-year total assets ($M) among Affinity Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Affinity Bank multi-year asset trail

Sponsor-wide plan assets over time

All Affinity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 14.4573972634848% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.4M $9.62M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 66 $8M
2023 1 70 $9M
2024 1 82 $10M

Affinity Bank filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$3M
Net Income-$39K
Employer EIN301030292
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Affinity Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Affinity Bank Employee Stock Ownership Plan, Total assets ($M): 8.404777 · Participants: 66Affinity Bank Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Affinity Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Affinity Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in OH ($8M); 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 Affinity Bank Employee Stock Ownership Plan assets move in 2022? ▼
Affinity Bank Employee Stock Ownership Plan edged down modestly - down 2.2% during 2022, from $9M to $8M. Reported net income was -$39K.
How have Affinity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Bank's sponsor-wide assets grew 14.5%, from $8M to $10M.
Which ESOP plans are similar in size to Affinity Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in OH ($8M, 36 participants).
Which ESOP plans cover a similar participant headcount to Affinity 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 301030292.

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.