ESOP · DOL Form 5500 · 2023

Affinity Bank ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
70
Participants Small participant base
56th
Percentile by assets National rank
$125,817
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amended and Restated Affinity Bank Employee Stock Ownership Plan · Sponsored by Affinity Bank · Georgia · Finance & Insurance

$9M in assets, 70 participants

Affinity Bank's Amended and Restated Affinity Bank Employee Stock Ownership Plan reported $9M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,608 in Finance & Insurance (8,869 peers)

Affinity Bank multi-year trail

Affinity Bank's plans moved +14.5% in assets from 2022 to 2024; this filing shows Amended and Restated Affinity Bank Employee Stock Ownership Plan at $9M / 70 participants.

#3,608
in Finance & Insurance (8,869 peers)
+4.8%
assets growth YoY

Amended and Restated Affinity Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Amended and Restated Affinity Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,807,188 Top 44% higher than 56% 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

Amended and Restated Affinity Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amended and Restated Affinity Bank Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amended and Restated Affinity Bank Employee Stock Ownership Plan reported net income rose from -$39K in the plan year 2022 filing to $561K in the plan year 2023 filing.
  • Amended and Restated Affinity Bank Employee Stock Ownership Plan reported participants rose from 66 in the plan year 2022 filing to 70 in the plan year 2023 filing.
  • Amended and Restated Affinity Bank Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 301030292 · Affinity Bank PY 2023 · ESOP

Amended and Restated Affinity Bank Employee Stock Ownership Plan · $9M · 70 · 56th

  • EIN $9M
  • EIN 70
  • EIN 56th
  • EIN ESOP
  • EIN near Zwr Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #3608

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 Georgia →

Amended and Restated Affinity Bank Employee Stock Ownership Plan in the asset neighbourhood

Ohio Valley Banc Corp Employee Stock Ownership PlanOhio Valley Banc Corp Employ…$9MAmended and Restated Affinity Bank Employee Stock Ownership PlanAmended and Restated Affinit…$9MTricon Construction, Inc. Employee Stock Ownership PlanTricon Construction, Inc. Em…$9MZwr Holdings, Inc. Employee Stock Ownership PlanZwr Holdings, Inc. Employee …$9MBulldog Sales Company, Inc. Employee Stock Ownership PlanBulldog Sales Company, Inc. …$9M
End-of-year total assets ($M) among Amended and Restated Affinity Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Affinity Bank multi-year asset trail

Sponsor-wide plan assets over time

All Affinity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 14.4573972634848% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.4M $9.62M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 66 $8M
2023 1 70 $9M
2024 1 82 $10M

Affinity Bank filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income$561K
Employer EIN301030292
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Amended and Restated Affinity Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Amended and Restated Affinity Bank Employee Stock Ownership Plan, Total assets ($M): 8.807188 · Participants: 70Amended and Restated Affinity Bank Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Amended and Restated Affinity Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Amended and Restated Affinity Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Amended and Restated Affinity Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Zwr Holdings, Inc. Employee Stock Ownership Plan in NC ($9M); by covered participants it is Nkw, Inc. Employee Stock Ownership Plan in AZ (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Amended and Restated Affinity Bank Employee Stock Ownership Plan assets move in 2023? ▼
Amended and Restated Affinity Bank Employee Stock Ownership Plan edged up modestly - up 4.8% during 2023, from $8M to $9M. Reported net income was $561K.
How have Affinity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Bank's sponsor-wide assets grew 14.5%, from $8M to $10M.
Which ESOP plans are similar in size to Amended and Restated Affinity Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zwr Holdings, Inc. Employee Stock Ownership Plan in NC ($9M, 255 participants).
Which ESOP plans cover a similar participant headcount to Amended and Restated Affinity Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nkw, Inc. Employee Stock Ownership Plan in AZ (70 participants, $8M 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 301030292.

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.