ESOP · DOL Form 5500 · 2023

Bank of Kilmichael ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
39
Participants Small participant base
36th
Percentile by assets National rank
$80,529
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of Kilmichael Employee Stock Ownership Plan · Sponsored by Bank of Kilmichael · Mississippi · Finance & Insurance

$3M in assets, 39 participants

Bank of Kilmichael's Bank of Kilmichael Employee Stock Ownership Plan reported $3M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,239 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Bank of Kilmichael Employee Stock Ownership Plan holds $3M for 39 participants - about $80,529 per participant, in the lower half of filed plans by assets.

#2,239
in Finance & Insurance (8,869 peers)
+2.5%
assets growth YoY

Bank of Kilmichael Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Bank of Kilmichael Employee Stock Ownership Plan vs every filed plan by assets

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

$3,140,642 36th percentile higher than 36% 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

Bank of Kilmichael 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. Bank of Kilmichael Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Kilmichael Employee Stock Ownership Plan reported net income rose from $44K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Bank of Kilmichael Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.
  • Bank of Kilmichael Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640185570 · Bank of Kilmichael PY 2023 · ESOP

Bank of Kilmichael Employee Stock Ownership Plan · $3M · 39 · 36th

  • NET $3M
  • NET 39
  • NET 36th
  • NET ESOP
  • NET near Leanin' Tree Employee Stock Ownership Plan
  • NET ind #2239

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 Mississippi →

Bank of Kilmichael Employee Stock Ownership Plan in the asset neighbourhood

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership PlanBenson's Heating and Air Con…$3MBank of Kilmichael Employee Stock Ownership PlanBank of Kilmichael Employee …$3MLeanin' Tree Employee Stock Ownership PlanLeanin' Tree Employee Stock …$3MRlh ESOP and Trust$3MTruck Equipment, Inc. Employee Stock Ownership PlanTruck Equipment, Inc. Employ…$3M
End-of-year total assets ($M) among Bank of Kilmichael Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$78K
Employer EIN640185570
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Kilmichael)

Sponsor-wide plan assets over time

All Bank of Kilmichael plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.506147457352086% vs 2022
2024 filing year
$3M$3.1M$3.2M$3.3M 202220232024 $3.06M $3.26M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 39 $3M
2024 1 43 $3M

Nearby ESOP Plans in Mississippi

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

Bank of Kilmichael Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants Bank of Kilmichael Employee Stock Ownership Plan, Total assets ($M): 3.140642 · Participants: 39Bank of Kilmichael Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 159.396413 · Participants: 399Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 159.125246 · Participants: 1610Telapex, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.605073 · Participants: 349Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.926488 · Participants: 887Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.794773 · Participants: 325F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
Bank of Kilmichael Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Bank of Kilmichael Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest ESOP by assets is Leanin' Tree Employee Stock Ownership Plan in CO ($3M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Bank of Kilmichael Employee Stock Ownership Plan assets move in 2023? ▼
Bank of Kilmichael Employee Stock Ownership Plan edged up modestly - up 2.5% during 2023, from $3M to $3M. Reported net income was $78K.
How have Bank of Kilmichael plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Kilmichael's sponsor-wide assets grew 6.5%, from $3M to $3M.
Which ESOP plans are similar in size to Bank of Kilmichael Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Leanin' Tree Employee Stock Ownership Plan in CO ($3M, 133 participants).
Which ESOP plans cover a similar participant headcount to Bank of Kilmichael Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 640185570.

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.