ESOP · DOL Form 5500 · 2022

Territorial Savings Bank ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
242
Participants Below avg headcount
79th
Percentile by assets National rank
$92,927
Avg per participant Below avg balance/head
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Official DOL plan name: Territorial Savings Bank Amended and Restated ESOP · Sponsored by Territorial Savings Bank · Hawaii · Finance & Insurance

$22M in assets, 242 participants

Territorial Savings Bank's Territorial Savings Bank Amended and Restated ESOP reported $22M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,130 in Finance & Insurance (9,261 peers)

Where Territorial Savings Bank Amended and Restated ESOP sits by assets

Territorial Savings Bank Amended and Restated ESOP sits in the top quartile of all filed plans by assets, $22M for 242 participants (~$92,927/participant), down 5.3% in 2022.

#6,130
in Finance & Insurance (9,261 peers)
-5.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $707K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Territorial Savings Bank Amended and Restated ESOP's outsized position by total assets

Territorial Savings Bank Amended and Restated ESOP vs every filed plan by assets

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

$22,488,215 Top 21% higher than 79% 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

Territorial Savings Bank Amended and Restated ESOP 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. Territorial Savings Bank Amended and Restated ESOP sits mid-pack in the medium band (242 participants).

EBSA filing schedule strip

Filing strip 990056630 · Territorial Savings Bank PY 2022 · ESOP

Territorial Savings Bank Amended and Restated ESOP · $22M · 242 · 79th

  • BOOK $22M
  • VS-ST 242
  • BOY 79th
  • SCH ESOP
  • EBSA near The Mosser Group Employee Stock Ownership Plan and Trust
  • PART ind #6130

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 Hawaii →

Territorial Savings Bank Amended and Restated ESOP in the asset neighbourhood

Buse Timber & Sales, Inc. Employee Stock Ownership PlanBuse Timber & Sales, Inc. Em…$23MThe Mosser Group Employee Stock Ownership Plan and TrustThe Mosser Group Employee St…$23MTerritorial Savings Bank Amended and Restated ESOPTerritorial Savings Bank Ame…$22MPenta Research Incorporated Employee Stock Ownership PlanPenta Research Incorporated …$22MPioneer Power, Inc. Employee Stock Ownership Plan and TrustPioneer Power, Inc. Employee…$22M
End-of-year total assets ($M) among Territorial Savings Bank Amended and Restated ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$707K
Employer EIN990056630
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Territorial Savings Bank)

Sponsor-wide plan assets over time

All Territorial Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$148M 88.71190028891488% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $78.4M $148M ▲ +88.7%
Year Plans Participants Total Assets
2022 3 609 $78M
2023 3 565 $70M
2024 4 1,096 $148M

Nearby ESOP Plans in Hawaii

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

Territorial Savings Bank Amended and Restated ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0500100015002000 020406080100120 Total assets ($M) Participants Territorial Savings Bank Amended and Restated ESOP, Total assets ($M): 22.488215 · Participants: 242Territorial Savings Bank Amended and Restated ESOPBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 110.308171 · Participants: 260Bowers & Kubota Consulting, Inc. ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.053855 · Participants: 1734Roberts Hawaii, Inc. Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 102.847955 · Participants: 99R. M. Towill Corporation Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 93.422329 · Participants: 109Gpf Life and Health Benefits Co. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 83.237111 · Participants: 338Hpm Building Supply Employee Stock Ownership Plan
Territorial Savings Bank Amended and Restated ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Territorial Savings Bank Amended and Restated ESOP side-by-side with 3 peers →

Territorial Savings Bank Amended and Restated ESOP's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is The Mosser Group Employee Stock Ownership Plan and Trust in OH ($23M); by covered participants it is Alliance Material Handling Employee Stock Ownership Plan in MD (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Territorial Savings Bank Amended and Restated ESOP assets move in 2022? ▼
Territorial Savings Bank Amended and Restated ESOP pulled back noticeably - down 5.3% during 2022, from $24M to $22M. Reported net income was -$707K.
How have Territorial Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Territorial Savings Bank's sponsor-wide assets grew 88.7%, from $78M to $148M.
Where does Territorial Savings Bank Amended and Restated ESOP rank by assets among Form 5500 filers? ▼
Territorial Savings Bank Amended and Restated ESOP ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Territorial Savings Bank Amended and Restated ESOP? ▼
Among ESOP plans in other states, the closest by assets is The Mosser Group Employee Stock Ownership Plan and Trust in OH ($23M, 103 participants).
Which ESOP plans cover a similar participant headcount to Territorial Savings Bank Amended and Restated ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Alliance Material Handling Employee Stock Ownership Plan in MD (242 participants, $63M 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 990056630.

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.