ESOP · DOL Form 5500 · 2022

Southern Illinois Bancorp, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
118
Participants Small participant base
61st
Percentile by assets National rank
$71,567
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan · Sponsored by Southern Illinois Bancorp, Inc. · Illinois · Finance & Insurance

$8M in assets, 118 participants

Southern Illinois Bancorp, Inc.'s Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan reported $8M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,151 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#4,151
in Finance & Insurance (9,261 peers)
-3.6%
assets change YoY

The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan vs every filed plan by assets

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

$8,444,874 Top 39% higher than 61% 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

Southern Illinois Bancorp, Inc. Employees 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. Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan sits mid-pack in the medium band (118 participants).

DOL schedule card

Filing strip 370206222 · Southern Illinois Bancorp, Inc. PY 2022 · ESOP

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan · $8M · 118 · 61st

  • 5500 $8M
  • ASSETS 118
  • PCT 61st
  • EIN ESOP
  • RANK near West Union Trenching, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4151

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 Illinois →

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan in the asset neighbourhood

Mrc Employee Stock Ownership PlanMrc Employee Stock Ownership…$8MAndrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$8MSouthern Illinois Bancorp, Inc. Employees Stock Ownership PlanSouthern Illinois Bancorp, I…$8MWest Union Trenching, Inc. Employee Stock Ownership PlanWest Union Trenching, Inc. E…$8MDel-Air Investor Employee Ownership PlanDel-Air Investor Employee Ow…$8M
End-of-year total assets ($M) among Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$317K
Employer EIN370206222
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Illinois Bancorp, Inc.)

Sponsor-wide plan assets over time

All Southern Illinois Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.297691550714635% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.1M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 257 $16M
2023 2 213 $18M
2024 2 204 $20M

Nearby ESOP Plans in Illinois

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

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan, Total assets ($B): 0.008444874 · Participants: 118Southern Illinois Bancorp, Inc. Employees Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan side-by-side with 3 peers →

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is West Union Trenching, Inc. Employee Stock Ownership Plan in IA ($8M); by covered participants it is Thea Holdings Employee Stock Ownership Plan in NJ (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan assets move in 2022? ▼
Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan edged down modestly - down 3.6% during 2022, from $9M to $8M. Reported net income was -$317K.
How have Southern Illinois Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Illinois Bancorp, Inc.'s sponsor-wide assets grew 22.3%, from $16M to $20M.
Which ESOP plans are similar in size to Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is West Union Trenching, Inc. Employee Stock Ownership Plan in IA ($8M, 63 participants).
Which ESOP plans cover a similar participant headcount to Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thea Holdings Employee Stock Ownership Plan in NJ (118 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 370206222.

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.