ESOP · DOL Form 5500 · 2022

First American National Bank ESOP

Data updated 2026-08-25

$562K
Total assets Small plan by assets
96
Participants Small participant base
19th
Percentile by assets National rank
$5,855
Avg per participant Low balance/head
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Official DOL plan name: First American National Bank Employee Stock Ownership Plan and Trust · Sponsored by First American National Bank · Mississippi · Finance & Insurance

$562K in assets, 96 participants

First American National Bank's First American National Bank Employee Stock Ownership Plan and Trust reported $562K in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,144 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

First American National Bank Employee Stock Ownership Plan and Trust holds $562K for 96 participants - about $5,855 per participant, among the smaller plans by assets on file.

#1,144
in Finance & Insurance (9,261 peers)
-3.0%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First American National Bank Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

First American National Bank Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$562,042 19th percentile higher than 19% 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

First American National Bank 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. First American National Bank Employee Stock Ownership Plan and Trust is a small filing (96 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 640429115 · First American National Bank PY 2022 · ESOP

First American National Bank Employee Stock Ownership Plan and Trust · $562K · 96 · 19th

  • TYPE $562K
  • NET 96
  • BOOK 19th
  • VS-ST ESOP
  • BOY near Barnes Electrical Contracting, Inc. ESOP
  • SCH ind #1144

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 Mississippi →

First American National Bank Employee Stock Ownership Plan and Trust in the asset neighbourhood

First American National Bank Employee Stock Ownership Plan and TrustFirst American National Bank…$562KBarnes Electrical Contracting, Inc. ESOPBarnes Electrical Contractin…$562KArmfield, Harrison & Thomas, Inc. Employee Stock Ownership PlanArmfield, Harrison & Thomas,…$562KAlko Distributors, Inc. Employee Stock Ownership PlanAlko Distributors, Inc. Empl…$563KRitta & Associates, Inc. Employees Stock Ownership Plan & TrustRitta & Associates, Inc. Emp…$561K
End-of-year total assets ($M) among First American National Bank 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)$579K
Net Assets (End of Year)$562K
Net Income-$17K
Employer EIN640429115
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First American National Bank)

Sponsor-wide plan assets over time

All First American National Bank plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$2M$4M$6M$8M 20222023 $6.79M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 194 $7M
2023 1 94 N/A

Nearby ESOP Plans in Mississippi

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

First American National Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -50050100150200 Total assets ($M) Participants First American National Bank Employee Stock Ownership Plan and Trust, Total assets ($M): 0.562042 · Participants: 96First American National Bank Employee Stock Ownership Plan and TrustTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 157.731936 · Participants: 1625Telapex, Inc. Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 130.739574 · Participants: 257Lt Corporation & Affiliates Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.095081 · Participants: 344Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.996219 · Participants: 840Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 59.413879 · Participants: 333F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
First American National Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare First American National Bank Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

First American National Bank Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Mississippi, the nearest ESOP by assets is Barnes Electrical Contracting, Inc. ESOP in CO ($562K); by covered participants it is Torrent Employee Stock Ownership Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 First American National Bank Employee Stock Ownership Plan and Trust assets move in 2022? ▼
First American National Bank Employee Stock Ownership Plan and Trust edged down modestly - down 3.0% during 2022, from $579K to $562K. Reported net income was -$17K.
Where does First American National Bank Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
First American National Bank Employee Stock Ownership Plan and Trust ranks in the 19th 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 First American National Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Barnes Electrical Contracting, Inc. ESOP in CO ($562K, 65 participants).
Which ESOP plans cover a similar participant headcount to First American National Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Torrent Employee Stock Ownership Plan in NC (96 participants, $310K 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 640429115.

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.