ESOP · DOL Form 5500 · 2022
Spencer County Bank ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $55,317
- Avg per participant Low balance/head
Official DOL plan name: Spencer County Bank Employees' Stock Ownership Plan & Trust · Sponsored by Spencer County Bank · Indiana · Finance & Insurance
$2M in assets, 39 participants
Spencer County Bank's Spencer County Bank Employees' Stock Ownership Plan & Trust reported $2M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #2,193 in Finance & Insurance (9,261 peers)
2022 asset change
Spencer County Bank Employees' Stock Ownership Plan & Trust grew at a solid clip 8.3% in 2022 ($2M → $2M) for 39 participants.
- #2,193
- in Finance & Insurance (9,261 peers)
- +8.3%
- assets growth YoY
Spencer County Bank Employees' Stock Ownership Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Spencer County Bank Employees' Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,157,367 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Spencer County Bank Employees' Stock Ownership Plan & 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. Spencer County Bank Employees' Stock Ownership Plan & Trust is a small filing (39 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 350458660 · Spencer County Bank PY 2022 · ESOP
Spencer County Bank Employees' Stock Ownership Plan & Trust · $2M · 39 · 35th
- PCT $2M
- PCT 39
- PCT 35th
- PCT ESOP
- PCT near Southwestern Virginia Energy Industries, Ltd ESOP
- PCT ind #2193
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 Indiana →
Spencer County Bank Employees' Stock Ownership Plan & Trust in the asset neighbourhood
Spencer County Bank years around the 2022 move
Sponsor-wide plan assets over time
All Spencer County Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 3.6977945801525656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $2M |
| 2023 | 1 | 39 | $2M |
| 2024 | 1 | 40 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $165K |
| Employer EIN | 350458660 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Spencer County Bank Employees' Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Southwestern Virginia Energy Industries, Ltd ESOP in VA ($2M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Alexander Clark, Inc. Employee Stock Ownership Plan and Trust (ID) 39 · 0 off
- Jocott Brands, Inc. Employee Stock Ownership Plan (CA) 39 · 0 off
- Brb Contractors, Inc. Restated Employee Stock Ownership Plan and Trust (KS) 39 · 0 off
- Heartland Companies, Inc. Employee Stock Ownership Plan (IA) 39 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.