ESOP · DOL Form 5500 · 2023
Bank of the Panhandle ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $64,425
- Avg per participant Low balance/head
Official DOL plan name: ESOP for Employees of Bank of the Panhandle · Sponsored by Bank of the Panhandle · Oklahoma · Finance & Insurance
$2M in assets, 30 participants
Bank of the Panhandle's ESOP for Employees of Bank of the Panhandle reported $2M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #1,805 in Finance & Insurance (8,869 peers)
Bank of the Panhandle multi-year trail
Bank of the Panhandle's plans moved +28.9% in assets from 2022 to 2024; this filing shows ESOP for Employees of Bank of the Panhandle at $2M / 30 participants.
- #1,805
- in Finance & Insurance (8,869 peers)
- -17.5%
- assets change YoY
The plan reported a net loss of $411K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
ESOP for Employees of Bank of the Panhandle among the smaller filed plans by assets
ESOP for Employees of Bank of the Panhandle vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,932,752 30th percentile higher than 30% 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
ESOP for Employees of Bank of the Panhandle among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. ESOP for Employees of Bank of the Panhandle is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- ESOP for Employees of Bank of the Panhandle reported net income fell from $225K in the plan year 2022 filing to -$411K in the plan year 2023 filing.
- ESOP for Employees of Bank of the Panhandle end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- ESOP for Employees of Bank of the Panhandle reported participants rose from 29 in the plan year 2022 filing to 30 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 731001645 · Bank of the Panhandle PY 2023 · ESOP
ESOP for Employees of Bank of the Panhandle · $2M · 30 · 30th
- IND $2M
- EOY 30
- 5500 30th
- ASSETS ESOP
- PCT near Vp Supply Corporation Employees' Stock Ownership Plan
- EIN ind #1805
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 Oklahoma →
ESOP for Employees of Bank of the Panhandle in the asset neighbourhood
Bank of the Panhandle multi-year asset trail
Sponsor-wide plan assets over time
All Bank of the Panhandle plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 28.86146772000823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $2M |
| 2023 | 1 | 30 | $2M |
| 2024 | 1 | 26 | $3M |
Bank of the Panhandle filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$411K |
| Employer EIN | 731001645 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Locke Supply Co. Employee Stock Ownership Plan $311M · 1,300
- International Chemical Company Employee Stock Ownership Plan $232M · 62
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $155M · 1,305
- Bancfirst Corporation Employee Stock Ownership Plan $147M · 1,631
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $118M · 132
ESOP for Employees of Bank of the Panhandle's out-of-state ESOP peers by assets and headcount
Outside Oklahoma, the nearest ESOP by assets is Vp Supply Corporation Employees' Stock Ownership Plan in NY ($2M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Vp Supply Corporation Employees' Stock Ownership Plan (NY) $2M · 18
- Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan (AZ) $2M · 28
- Symbiont Service Corporation Employee Stock Ownership Plan (FL) $2M · 55
- Automatic Car Wash, Inc. (Mont.) Employee Stock Ownership Plan (MT) $2M · 47
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
- Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan (VA) 30 · 0 off
- Eagle Savings Bank Employee Stock Ownership Plan (OH) 30 · 0 off
- Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan (IL) 30 · 0 off
- Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan (CA) 30 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.