ESOP · DOL Form 5500 · 2022

Bank of Oak Ridge ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
61
Participants Small participant base
50th
Percentile by assets National rank
$79,577
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of Oak Ridge Employee Stock Ownership Plan and Trust · Sponsored by Bank of Oak Ridge · North Carolina · Finance & Insurance

$5M in assets, 61 participants

Bank of Oak Ridge's Bank of Oak Ridge Employee Stock Ownership Plan and Trust reported $5M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,218 in Finance & Insurance (9,261 peers)

Bank of Oak Ridge multi-year trail

Bank of Oak Ridge's plans moved +14.4% in assets from 2022 to 2024; this filing shows Bank of Oak Ridge Employee Stock Ownership Plan and Trust at $5M / 61 participants.

#3,218
in Finance & Insurance (9,261 peers)
+2.5%
assets growth YoY

Bank of Oak Ridge Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,854,219 Top 50% higher than 50% 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

Bank of Oak Ridge 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. Bank of Oak Ridge Employee Stock Ownership Plan and Trust is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 562149229 · Bank of Oak Ridge PY 2022 · ESOP

Bank of Oak Ridge Employee Stock Ownership Plan and Trust · $5M · 61 · 50th

  • VS-ST $5M
  • VS-ST 61
  • VS-ST 50th
  • VS-ST ESOP
  • VS-ST near Array Architects Employee Stock Ownership Plan
  • VS-ST ind #3218

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 North Carolina →

Bank of Oak Ridge Employee Stock Ownership Plan and Trust in the asset neighbourhood

Array Architects Employee Stock Ownership PlanArray Architects Employee St…$5MEnergy Product Sales, Inc. Employee Stock Ownership PlanEnergy Product Sales, Inc. E…$5MBank of Oak Ridge Employee Stock Ownership Plan and TrustBank of Oak Ridge Employee S…$5MFusion Inc. Employee Stock Ownership PlanFusion Inc. Employee Stock O…$5MFirst Freedom Bancshares Employee Stock Ownership PlanFirst Freedom Bancshares Emp…$5M
End-of-year total assets ($M) among Bank of Oak Ridge Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Bank of Oak Ridge multi-year asset trail

Sponsor-wide plan assets over time

All Bank of Oak Ridge plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.39506540599013% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.85M $5.55M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 61 $5M
2023 1 66 $5M
2024 1 70 $6M

Bank of Oak Ridge filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$118K
Employer EIN562149229
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Bank of Oak Ridge Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004854219 · Participants: 61Bank of Oak Ridge Employee Stock Ownership Plan and TrustOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Bank of Oak Ridge Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Bank of Oak Ridge Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Array Architects Employee Stock Ownership Plan in PA ($5M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Bank of Oak Ridge Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Bank of Oak Ridge Employee Stock Ownership Plan and Trust edged up modestly - up 2.5% during 2022, from $5M to $5M. Reported net income was $118K.
How have Bank of Oak Ridge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Oak Ridge's sponsor-wide assets grew 14.4%, from $5M to $6M.
Which ESOP plans are similar in size to Bank of Oak Ridge Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Array Architects Employee Stock Ownership Plan in PA ($5M, 74 participants).
Which ESOP plans cover a similar participant headcount to Bank of Oak Ridge Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M 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 562149229.

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.