ESOP · DOL Form 5500 · 2023
Mifflinburg Bank and Trust Company ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $34,312
- Avg per participant Low balance/head
Official DOL plan name: Mifflinburg Bank and Trust Company Employee Stock Ownership Plan · Sponsored by Mifflinburg Bank and Trust Company · Pennsylvania · Finance & Insurance
$3M in assets, 76 participants
Mifflinburg Bank and Trust Company's Mifflinburg Bank and Trust Company Employee Stock Ownership Plan reported $3M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #2,073 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan holds $3M for 76 participants - about $34,312 per participant, in the lower half of filed plans by assets.
- #2,073
- in Finance & Insurance (8,869 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,607,701 34th percentile higher than 34% 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
Mifflinburg Bank and Trust Company 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. Mifflinburg Bank and Trust Company Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mifflinburg Bank and Trust Company Employee Stock Ownership Plan reported net income fell from $258K in the plan year 2022 filing to -$224K in the plan year 2023 filing.
- Mifflinburg Bank and Trust Company Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Mifflinburg Bank and Trust Company Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2022 filing to 76 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 240661750 · Mifflinburg Bank and Trust Company PY 2023 · ESOP
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan · $3M · 76 · 34th
- PHOTO $3M
- PHOTO 76
- PHOTO 34th
- PHOTO ESOP
- PHOTO near Accent Landscape Contractors, Inc. Employee Stock Ownership Plan
- PHOTO ind #2073
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 Pennsylvania →
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$224K |
| Employer EIN | 240661750 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mifflinburg Bank and Trust Company)
Sponsor-wide plan assets over time
All Mifflinburg Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 1.9268622910040913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $3M |
| 2023 | 1 | 76 | $3M |
| 2024 | 1 | 76 | $3M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Accent Landscape Contractors, Inc. Employee Stock Ownership Plan in TX ($3M); by covered participants it is Madison Investment Employee Stock Ownership Plan in WI (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.