ESOP · DOL Form 5500 · 2022

Liberty Bank & Trust Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
35
Participants Small participant base
58th
Percentile by assets National rank
$204,179
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Bank & Trust Company Employee Stock Ownership Plan · Sponsored by Liberty Bank & Trust Company · Louisiana · Finance & Insurance

$7M in assets, 35 participants

Liberty Bank & Trust Company's Liberty Bank & Trust Company Employee Stock Ownership Plan reported $7M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,840 in Finance & Insurance (9,261 peers)

Liberty Bank & Trust Company multi-year trail

Liberty Bank & Trust Company's plans moved +37.5% in assets from 2022 to 2024; this filing shows Liberty Bank & Trust Company Employee Stock Ownership Plan at $7M / 35 participants.

#3,840
in Finance & Insurance (9,261 peers)
-3.0%
assets change YoY

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

Liberty Bank & Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$7,146,249 Top 42% higher than 58% 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

Liberty Bank & Trust Company 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. Liberty Bank & Trust Company Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 720719924 · Liberty Bank & Trust Company PY 2022 · ESOP

Liberty Bank & Trust Company Employee Stock Ownership Plan · $7M · 35 · 58th

  • PHOTO $7M
  • PHOTO 35
  • PHOTO 58th
  • PHOTO ESOP
  • PHOTO near Blossom Valley Construction Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #3840

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 Louisiana →

Liberty Bank & Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Speech and Language Pathology Associates, Inc. Employee Stock Ownership PlanSpeech and Language Patholog…$7MLiberty Bank & Trust Company Employee Stock Ownership PlanLiberty Bank & Trust Company…$7MBlossom Valley Construction Inc. Employee Stock Ownership Plan and TrustBlossom Valley Construction …$7MAmerican Asphalt Company, Inc. Employee Stock Ownership PlanAmerican Asphalt Company, In…$7MThe Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.The Employee Stock Ownership…$7M
End-of-year total assets ($M) among Liberty Bank & Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Liberty Bank & Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Liberty Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.466701768377746% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.75M $10.7M ▲ +37.4%
Year Plans Participants Total Assets
2022 2 154 $8M
2023 2 167 $9M
2024 2 174 $11M

Liberty Bank & Trust Company filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income$35K
Employer EIN720719924
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Liberty Bank & Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants Liberty Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 7.146249 · Participants: 35Liberty Bank & Trust Company Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 498.809004 · Participants: 561Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 397.78589 · Participants: 3581Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 178.557968 · Participants: 566Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 110.666049 · Participants: 779Gulf Coast Bank & Trust Company Employee Stock Ownership PlanAmg Employee Stock Ownership Plan, Total assets ($M): 83.954227 · Participants: 439Amg Employee Stock Ownership Plan
Liberty Bank & Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Liberty Bank & Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest ESOP by assets is Blossom Valley Construction Inc. Employee Stock Ownership Plan and Trust in CA ($7M); by covered participants it is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Liberty Bank & Trust Company Employee Stock Ownership Plan assets move in 2022? ▼
Liberty Bank & Trust Company Employee Stock Ownership Plan edged down modestly - down 3.0% during 2022, from $7M to $7M. Reported net income was $35K.
How have Liberty Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Bank & Trust Company's sponsor-wide assets grew 37.5%, from $8M to $11M.
Which ESOP plans are similar in size to Liberty Bank & Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blossom Valley Construction Inc. Employee Stock Ownership Plan and Trust in CA ($7M, 67 participants).
Which ESOP plans cover a similar participant headcount to Liberty Bank & Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants, $5M 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 720719924.

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.