ESOP · DOL Form 5500 · 2022

Bellevue State Bank ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
15
Participants Small participant base
81st
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Bellevue State Bank Employee Stock Ownership Plan · Sponsored by Bellevue State Bank · Ohio · Finance & Insurance

$27M in assets, 15 participants

Bellevue State Bank's Bellevue State Bank Employee Stock Ownership Plan reported $27M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,497 in Finance & Insurance (9,261 peers)

Where Bellevue State Bank Employee Stock Ownership Plan sits by assets

Bellevue State Bank Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 15 participants (~$1.8M/participant), up 2.2% in 2022.

#6,497
in Finance & Insurance (9,261 peers)
+2.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellevue State Bank Employee Stock Ownership Plan's outsized position by total assets

Bellevue State Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,020,138 Top 19% higher than 81% of 139,123 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 2022

Bellevue State Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellevue State Bank Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 420929590 · Bellevue State Bank PY 2022 · ESOP

Bellevue State Bank Employee Stock Ownership Plan · $27M · 15 · 81st

  • IND $27M
  • IND 15
  • IND 81st
  • IND ESOP
  • IND near General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust
  • IND ind #6497

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 Ohio →

Bellevue State Bank Employee Stock Ownership Plan in the asset neighbourhood

Ritbearing, Inc. Employee Stock Ownership PlanRitbearing, Inc. Employee St…$27MHarken, Inc. Employee Stock Ownership PlanHarken, Inc. Employee Stock …$27MBellevue State Bank Employee Stock Ownership PlanBellevue State Bank Employee…$27MGeneral Engineering Co. of Virginia Employee Stock Ownership Plan and TrustGeneral Engineering Co. of V…$27MFidelity Profit Sharing Plan - an ESOPFidelity Profit Sharing Plan…$27M
End-of-year total assets ($M) among Bellevue State Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$1M
Employer EIN420929590
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellevue State Bank)

Sponsor-wide plan assets over time

All Bellevue State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$27M 0.8490889276731303% vs 2022
2024 filing year
$25M$25.5M$26M$26.5M$27M$27.5M 202220232024 $27M $26.8M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 15 $27M
2023 1 15 $26M
2024 1 13 $27M

Nearby ESOP Plans in Ohio

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

Bellevue State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Bellevue State Bank Employee Stock Ownership Plan, Total assets ($B): 0.027020138 · Participants: 15Bellevue State Bank Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Bellevue State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Bellevue State Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Bellevue State Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA ($27M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bellevue State Bank Employee Stock Ownership Plan assets move in 2022? ▼
Bellevue State Bank Employee Stock Ownership Plan edged up modestly - up 2.2% during 2022, from $26M to $27M. Reported net income was -$1M.
How have Bellevue State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellevue State Bank's sponsor-wide assets declined 0.8%, from $27M to $27M.
Where does Bellevue State Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bellevue State Bank Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bellevue State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA ($27M, 163 participants).
Which ESOP plans cover a similar participant headcount to Bellevue State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants, $578K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420929590.

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.