ESOP · DOL Form 5500 · 2023
Perry Bancshares, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $65,880
- Avg per participant Below avg balance/head
Official DOL plan name: Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. · Sponsored by Perry Bancshares, Inc. · Oklahoma · Finance & Insurance
$4M in assets, 61 participants
Perry Bancshares, Inc.'s Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. reported $4M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #2,515 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. holds $4M for 61 participants - about $65,880 per participant, in the lower half of filed plans by assets.
- #2,515
- in Finance & Insurance (8,869 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $225K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.'s mid-pack asset rank among Finance & Insurance and all filers
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,018,684 40th percentile higher than 40% 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
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. reported net income fell from $82K in the plan year 2022 filing to -$225K in the plan year 2023 filing.
- Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 731153553 · Perry Bancshares, Inc. PY 2023 · ESOP
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. · $4M · 61 · 40th
- EIN $4M
- RANK 61
- PHOTO 40th
- IND ESOP
- EOY near Paddock Pool Equipment Company Employee Ownership Plan
- 5500 ind #2515
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 →
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$225K |
| Employer EIN | 731153553 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perry Bancshares, Inc.)
Sponsor-wide plan assets over time
All Perry Bancshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.1495758656454707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $4M |
| 2023 | 1 | 61 | $4M |
| 2024 | 1 | 59 | $4M |
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
Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.'s out-of-state ESOP peers by assets and headcount
Outside Oklahoma, the nearest ESOP by assets is Paddock Pool Equipment Company Employee Ownership Plan in SC ($4M); by covered participants it is Advance Capital Group, Inc. Employee Stock Ownership Plan in MI (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 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.