ESOP · DOL Form 5500 · 2023

The Bank of South Carolina Employee Stock Ownership Plan and Trust ESOP

Data updated 2026-08-11

$12M
Total assets
69
Participants
63rd
Percentile by assets
$181,006
Avg per participant
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Official DOL plan name: The Bank of South Carolina Employee Stock Ownership Plan and Trust · Sponsored by The Bank of South Carolina Employee Stock Ownership Plan and Trust · South Carolina · Finance & Insurance

$12M in assets, 69 participants

The Bank of South Carolina Employee Stock Ownership Plan and Trust's The Bank of South Carolina Employee Stock Ownership Plan and Trust reported $12M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #4,281 in Finance & Insurance (8,869 peers)

The Bank of South Carolina Employee Stock Ownership Plan and Trust multi-year trail

The Bank of South Carolina Employee Stock Ownership Plan and Trust's plans moved +28.2% in assets from 2022 to 2024; this filing shows The Bank of South Carolina Employee Stock Ownership Plan and Trust at $12M / 69 participants.

$12M
total plan assets (2023 EOY)
69
covered participants
63rd
percentile by assets (of 127,072 plans)
$181,006
avg assets per participant

Where The Bank of South Carolina Employee Stock Ownership Plan and Trust sits by total assets

The Bank of South Carolina Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$12,489,417 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bank of South Carolina Employee Stock Ownership Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Bank of South Carolina Employee Stock Ownership Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Bank of South Carolina Employee Stock Ownership Plan and Trust reported participants fell from 72 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
South Carolina
Industry
Finance & Insurance

The Bank of South Carolina Employee Stock Ownership Plan and Trust across 3 plan years on file

Across the 3 plan years The Bank of South Carolina Employee Stock Ownership Plan and Trust has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $14M, a gain of 28.2%, while reported participants moved from 72 to 74 (+2.8%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($11M).

The Bank of South Carolina Employee Stock Ownership Plan and Trust multi-year asset trail

$10M$11M$12M$13M$14M$15M 202220232024 $11.1M $14.2M ▲ +28.3%
Total plan assets by year, all The Bank of South Carolina Employee Stock Ownership Plan and Trust plans on file
Year Plans Participants Total Assets
2022 1 72 $11M
2023 1 69 $12M
2024 1 74 $14M

The Bank of South Carolina Employee Stock Ownership Plan and Trust filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN570825951
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

The Bank of South Carolina Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants The Bank of South Ca…, Total assets ($M): 12.489417 · Participants: 69The Bank of South Ca…Bonitz, Inc. Employe…, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employe…Al's Liquor Store Ho…, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Ho…Synergi Employee Sto…, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Sto…Dwg, Inc. Consulting…, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting…Life Cycle Engineeri…, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineeri…
The Bank of South Carolina Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare The Bank of South Carolina Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Bank of South Carolina Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did The Bank of South Carolina Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Bank of South Carolina Employee Stock Ownership Plan and Trust grew at a solid clip - up 12.8% during 2023, from $11M to $12M. Reported net income was $1M.
How have The Bank of South Carolina Employee Stock Ownership Plan and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bank of South Carolina Employee Stock Ownership Plan and Trust's sponsor-wide assets grew 28.2%, from $11M to $14M.
Which ESOP plans are similar in size to The Bank of South Carolina Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Red River Refrigeration, Inc. Employee Stock Ownership Plan in ND ($12M, 50 participants).

Next read for The Bank of South Carolina Employee Stoc…

Multi-year trail

Ways to act on The Bank of South Carolina Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, The Bank of South Carolina Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
  • The Bank of South Carolina Employee Stock Ownership Plan and Trust's sponsor-wide assets have grown 28.2% 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 570825951.

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.