ESOP · DOL Form 5500 · 2023
Valley Premier Bank ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 21
- Participants
- 60th
- Percentile by assets
- $501,007
- Avg per participant
Official DOL plan name: Valley Premier Bank Employee Stock Ownership Plan & Trust · Sponsored by Valley Premier Bank · Minnesota · Finance & Insurance
$11M in assets, 21 participants
Valley Premier Bank's Valley Premier Bank Employee Stock Ownership Plan & Trust reported $11M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #3,943 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Valley Premier Bank Employee Stock Ownership Plan & Trust holds $11M for 21 participants - about $501,007 per participant, above the median plan by assets.
- $11M
- total plan assets (2023 EOY)
- 21
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $501,007
- avg assets per participant
Where Valley Premier Bank Employee Stock Ownership Plan & Trust sits by total assets
Valley Premier Bank Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,521,150 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valley Premier Bank Employee Stock Ownership Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $263K in the plan year 2023 filing.
- Valley Premier Bank Employee Stock Ownership Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
ESOP filing for Valley Premier Bank Employee Stock Ownership Plan & Trust
ESOP filing for plan year 2023: EIN 410557030 ; effective since 1985-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $263K |
| Employer EIN | 410557030 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Premier Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $10M |
| 2023 | 1 | 21 | $11M |
| 2024 | 1 | 23 | $11M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Valley Premier Bank Employee Stock Ownership Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Valley Premier Bank Employee Stock Ownership Plan & Trust assets move in 2023? ▼
How have Valley Premier Bank plan assets changed over time? ▼
Which ESOP plans are similar in size to Valley Premier Bank Employee Stock Ownership Plan & Trust? ▼
Next read for Valley Premier Bank Employee Stock Owner…
Filing takeaways
Ways to act on Valley Premier Bank Employee Stock Ownership Plan & Trust's numbers.
- By total assets, Valley Premier Bank Employee Stock Ownership Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Valley Premier Bank's sponsor-wide assets have grown 3.7% since 2022 across 3 plan years on file. More Finance & Insurance plans