ESOP · DOL Form 5500 · 2022
Pilot Grove Savings Bank ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 90
- Participants
- 71st
- Percentile by assets
- $153,060
- Avg per participant
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.
- 71st percentile by assets (of 139,126 plans)
- #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.
- $14M
- total plan assets (2022 EOY)
- 90
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $153,060
- avg assets per participant
Pilot Grove Savings Bank across 3 plan years on file
Across the 3 plan years Pilot Grove Savings Bank has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $17M, a gain of 21.2%, while reported participants moved from 90 to 81 (-10.0%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($14M).
Pilot Grove Savings Bank multi-year asset trail
| 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 EIN | 420469990 |
| Plan Effective Date | 1973-12-28 |
| Filing Status | FILING 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
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pilot Grove Savings Bank Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Pilot Grove Savings Bank Employee Stock Ownership Plan's numbers.
- By total assets, Pilot Grove Savings Bank Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- Pilot Grove Savings Bank's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Finance & Insurance plans