ESOP · DOL Form 5500 · 2022

Ohnward Bancshares, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
149
Participants Small participant base
69th
Percentile by assets National rank
$83,478
Avg per participant Below avg balance/head
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Official DOL plan name: Ohnward Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Ohnward Bancshares, Inc. · Iowa · Management of Enterprises

$12M in assets, 149 participants

Ohnward Bancshares, Inc.'s Ohnward Bancshares, Inc. Employee Stock Ownership Plan reported $12M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

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

Coverage in Iowa

Ohnward Bancshares, Inc. Employee Stock Ownership Plan covers 149 participants in Iowa, about 24% of the average Iowa filer (state average ~609 per filing). Assets: $12M.

#581
in Management of Enterprises (1,193 peers)
-0.0%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohnward Bancshares, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$12,438,207 Top 31% higher than 69% 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

Ohnward Bancshares, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohnward Bancshares, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (149 participants).

Plan-year Form 5500 strip

Filing strip 420933516 · Ohnward Bancshares, Inc. PY 2022 · ESOP

Ohnward Bancshares, Inc. Employee Stock Ownership Plan · $12M · 149 · 69th

  • EBSA $12M
  • PART 149
  • TYPE 69th
  • NET ESOP
  • BOOK near Norair Engineering Corp. Employee Stock Ownership Plan
  • VS-ST ind #581

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 Iowa →

Ohnward Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mcd, Inc. Employee Stock Ownership PlanMcd, Inc. Employee Stock Own…$12MOhnward Bancshares, Inc. Employee Stock Ownership PlanOhnward Bancshares, Inc. Emp…$12MNorair Engineering Corp. Employee Stock Ownership PlanNorair Engineering Corp. Emp…$12MWeller Pools USA, Inc. ESOP and TrustWeller Pools USA, Inc. ESOP …$12MJnd Holdings ESOP$12M
End-of-year total assets ($M) among Ohnward Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$4K
Employer EIN420933516
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohnward Bancshares, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$52M 25.786577292207564% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.5M $52.2M ▲ +25.8%
Year Plans Participants Total Assets
2022 2 400 $42M
2023 2 368 $48M
2024 2 370 $52M

Nearby ESOP Plans in Iowa

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

Ohnward Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 -2000200400600800 Total assets ($M) Participants Ohnward Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.438207 · Participants: 149Ohnward Bancshares, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Ohnward Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ohnward Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Norair Engineering Corp. Employee Stock Ownership Plan in MD ($12M); by covered participants it is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Ohnward Bancshares, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ohnward Bancshares, Inc. Employee Stock Ownership Plan held essentially flat - down 0.0% during 2022, from $12M to $12M. Reported net income was -$4K.
How have Ohnward Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohnward Bancshares, Inc.'s sponsor-wide assets grew 25.8%, from $42M to $52M.
Which ESOP plans are similar in size to Ohnward Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Norair Engineering Corp. Employee Stock Ownership Plan in MD ($12M, 37 participants).
Which ESOP plans cover a similar participant headcount to Ohnward Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT (149 participants, $4M 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 420933516.

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.