ESOP · DOL Form 5500 · 2022

Pilot Grove Savings Bank ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
90
Participants Small participant base
71st
Percentile by assets National rank
$153,060
Avg per participant Above avg balance/head
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Official DOL plan name: Pilot Grove Savings Bank Employee Stock Ownership Plan · Sponsored by Pilot Grove Savings Bank · Iowa · Finance & Insurance

$14M in assets, 90 participants

Pilot Grove Savings Bank's Pilot Grove Savings Bank Employee Stock Ownership Plan reported $14M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,132 in Finance & Insurance (9,261 peers)

Pilot Grove Savings Bank multi-year trail

Pilot Grove Savings Bank's plans moved +21.2% in assets from 2022 to 2024; this filing shows Pilot Grove Savings Bank Employee Stock Ownership Plan at $14M / 90 participants.

#5,132
in Finance & Insurance (9,261 peers)
+5.4%
assets growth YoY

Pilot Grove Savings Bank Employee Stock Ownership Plan's outsized position by total assets

Pilot Grove Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$13,775,423 Top 29% higher than 71% 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

Pilot Grove Savings Bank 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. Pilot Grove Savings Bank Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 420469990 · Pilot Grove Savings Bank PY 2022 · ESOP

Pilot Grove Savings Bank Employee Stock Ownership Plan · $14M · 90 · 71st

  • EIN $14M
  • RANK 90
  • PHOTO 71st
  • IND ESOP
  • EOY near Deco Tools Inc. Employee Stock Ownership Plan
  • 5500 ind #5132

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 Iowa →

Pilot Grove Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Ultara Holdings, Inc. Employee Stock Ownership PlanUltara Holdings, Inc. Employ…$14MPilot Grove Savings Bank Employee Stock Ownership PlanPilot Grove Savings Bank Emp…$14MDeco Tools Inc. Employee Stock Ownership PlanDeco Tools Inc. Employee Sto…$14MValhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$14MBlufox Mobile Services 1, Inc. Employee Stock Ownership PlanBlufox Mobile Services 1, In…$14M
End-of-year total assets ($M) among Pilot Grove Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pilot Grove Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Pilot Grove Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.16619576763632% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $16.7M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 90 $14M
2023 1 90 $16M
2024 1 81 $17M

Pilot Grove Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$9M
Net Income$860K
Employer EIN420469990
Plan Effective Date1973-12-28
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Pilot Grove Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Pilot Grove Savings Bank Employee Stock Ownership Plan, Total assets ($M): 13.775423 · Participants: 90Pilot Grove Savings Bank Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Pilot Grove Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Pilot Grove Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Pilot Grove Savings Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Deco Tools Inc. Employee Stock Ownership Plan in OH ($14M); by covered participants it is Bna Bank Employee Stock Ownership Plan in MS (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Pilot Grove Savings Bank Employee Stock Ownership Plan assets move in 2022? ▼
Pilot Grove Savings Bank Employee Stock Ownership Plan grew at a solid clip - up 5.4% during 2022, from $13M to $14M. Reported net income was $860K.
How have Pilot Grove Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pilot Grove Savings Bank's sponsor-wide assets grew 21.2%, from $14M to $17M.
Which ESOP plans are similar in size to Pilot Grove Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Deco Tools Inc. Employee Stock Ownership Plan in OH ($14M, N/A participants).
Which ESOP plans cover a similar participant headcount to Pilot Grove Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bna Bank Employee Stock Ownership Plan in MS (90 participants, $9M 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 420469990.

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.