ESOP · DOL Form 5500 · 2023

Valley Premier Bank ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
21
Participants Small participant base
60th
Percentile by assets National rank
$501,007
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,943
in Finance & Insurance (8,869 peers)
+1.4%
assets growth YoY

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

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

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 2023

Valley Premier Bank Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Premier Bank Employee Stock Ownership Plan & Trust is a small filing (21 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410557030 · Valley Premier Bank PY 2023 · ESOP

Valley Premier Bank Employee Stock Ownership Plan & Trust · $11M · 21 · 60th

  • PCT $11M
  • PCT 21
  • PCT 60th
  • PCT ESOP
  • PCT near Environmental Health & Engineering, Inc. Employee Stock Ownership Plan
  • PCT ind #3943

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 Minnesota →

Valley Premier Bank Employee Stock Ownership Plan & Trust in the asset neighbourhood

R.L. Insulation Company, Inc. ESOP PlanR.L. Insulation Company, Inc…$11MValley Premier Bank Employee Stock Ownership Plan & TrustValley Premier Bank Employee…$11MEnvironmental Health & Engineering, Inc. Employee Stock Ownership PlanEnvironmental Health & Engin…$11MHarpoon Brewery Employee Stock Ownership PlanHarpoon Brewery Employee Sto…$11MNortex Communications Company Stock Bonus Employee Stock Ownership PlanNortex Communications Compan…$11M
End-of-year total assets ($M) among Valley Premier Bank Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income$263K
Employer EIN410557030
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Premier Bank)

Sponsor-wide plan assets over time

All Valley Premier Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 3.7490910724660376% vs 2022
2024 filing year
$10.2M$10.4M$10.6M$10.8M 202220232024 $10.4M $10.8M ▲ +3.8%
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.

Valley Premier Bank Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Valley Premier Bank Employee Stock Ownership Plan & Trust, Total assets ($M): 10.52115 · Participants: 21Valley Premier Bank Employee Stock Ownership Plan & TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Valley Premier Bank Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Valley Premier Bank Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Valley Premier Bank Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Environmental Health & Engineering, Inc. Employee Stock Ownership Plan in MA ($11M); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valley Premier Bank Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Valley Premier Bank Employee Stock Ownership Plan & Trust edged up modestly - up 1.4% during 2023, from $10M to $11M. Reported net income was $263K.
How have Valley Premier Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Premier Bank's sponsor-wide assets grew 3.7%, from $10M to $11M.
Which ESOP plans are similar in size to Valley Premier Bank Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Environmental Health & Engineering, Inc. Employee Stock Ownership Plan in MA ($11M, 100 participants).
Which ESOP plans cover a similar participant headcount to Valley Premier Bank Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (21 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410557030.

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.