ESOP · DOL Form 5500 · 2022

Pinnacle Financial Group, Inc. ESOP

Data updated 2026-08-25

$258K
Total assets Small plan by assets
14
Participants Small participant base
12th
Percentile by assets National rank
$18,461
Avg per participant Low balance/head
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Official DOL plan name: Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Pinnacle Financial Group, Inc. · Maryland · Administrative & Support Services

$258K in assets, 14 participants

Pinnacle Financial Group, Inc.'s Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust reported $258K in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,370 in Administrative & Support Services (4,927 peers)

What the 2022 filing shows

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust holds $258K for 14 participants - about $18,461 per participant, among the smaller plans by assets on file.

#1,370
in Administrative & Support Services (4,927 peers)
-3.3%
assets change YoY

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$258,454 12th percentile higher than 12% 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

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and 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. Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (14 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 472623474 · Pinnacle Financial Group, Inc. PY 2022 · ESOP

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust · $258K · 14 · 12th

  • PCT $258K
  • PCT 14
  • PCT 12th
  • PCT ESOP
  • PCT near Diversified Marine International, Inc. Employee Stock Bonus Plan
  • PCT ind #1370

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 Maryland →

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and TrustPinnacle Financial Group, In…$258KDiversified Marine International, Inc. Employee Stock Bonus PlanDiversified Marine Internati…$260KHawley, Peterson & Snyder Employee Stock Ownership PlanHawley, Peterson & Snyder Em…$261KMaster Sheet Metal, Inc. Employee Stock Ownership PlanMaster Sheet Metal, Inc. Emp…$256KRoush Hardware Employee Stock Ownership PlanRoush Hardware Employee Stoc…$256K
End-of-year total assets ($M) among Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$267K
Net Assets (End of Year)-$447K
Net Income$68K
Employer EIN472623474
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Financial Group, Inc.)

Sponsor-wide plan assets over time

All Pinnacle Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$242K 6.2726829532528035% vs 2022
2024 filing year
$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.26M $0.24M ▼ -7.7%
Year Plans Participants Total Assets
2022 1 14 $258K
2023 1 9 $249K
2024 1 13 $242K

Nearby ESOP Plans in Maryland

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

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 0.258454 · Participants: 14Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and TrustEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Diversified Marine International, Inc. Employee Stock Bonus Plan in PR ($260K); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 3.3% during 2022, from $267K to $258K. Reported net income was $68K.
How have Pinnacle Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Financial Group, Inc.'s sponsor-wide assets declined 6.3%, from $258K to $242K.
Where does Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Diversified Marine International, Inc. Employee Stock Bonus Plan in PR ($260K, 6 participants).
Which ESOP plans cover a similar participant headcount to Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants, $2M 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 472623474.

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.