ESOP · DOL Form 5500 · 2023

Affinity Bank ESOP

Data updated 2026-08-11

$9M
Total assets: 70
Participants: 56th
Percentile by assets: $125,817
Avg per participant

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.

56th percentile by assets (of 127,072 plans)
#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.

$9M
total plan assets (2023 EOY): 70
covered participants: 56th
percentile by assets (of 127,072 plans): $125,817
avg assets per participant

Where Amended and Restated Affinity Bank Employee Stock Ownership Plan sits by total assets

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

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 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 →

State

Georgia

Industry

Finance & Insurance

Affinity Bank across 3 plan years on file

Across the 3 plan years Affinity Bank has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $10M, a gain of 14.5%, while reported participants moved from 66 to 82 (+24.2%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($8M).

Affinity Bank multi-year asset trail

Total plan assets by year, all Affinity Bank plans on file

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 EIN	301030292
Plan Effective Date	2016-10-01
Filing Status	FILING 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

Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
Choate Construction Company Employee Stock Ownership Plan $408M · 454
Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327

Compare Amended and Restated Affinity Bank Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Amended and Restated Affinity Bank Employee Stock Ownership Plan by total assets, not by location.

Zwr Holdings, Inc. Employee Stock Ownership Plan (NC) $9M · 255
Bulldog Sales Company, Inc. Employee Stock Ownership Plan (MI) $9M · 25
Tricon Construction, Inc. Employee Stock Ownership Plan (MD) $9M · 132
Ohio Valley Banc Corp Employee Stock Ownership Plan (OH) $9M · 228

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).

Next read for Amended and Restated Affinity Bank Emplo…

Multi-year trail

Ways to act on Amended and Restated Affinity Bank Employee Stock Ownership Plan's numbers.

By total assets, Amended and Restated Affinity Bank Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
Affinity Bank's sponsor-wide assets have grown 14.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.