ESOP · DOL Form 5500 · 2023

Libertyville Savings Bank ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
49
Participants Small participant base
49th
Percentile by assets National rank
$130,649
Avg per participant Near avg balance/head
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Official DOL plan name: Libertyville Savings Bank Employee Stock Ownership Plan · Sponsored by Libertyville Savings Bank · Iowa · Management of Enterprises

$6M in assets, 49 participants

Libertyville Savings Bank's Libertyville Savings Bank Employee Stock Ownership Plan reported $6M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #338 in Management of Enterprises (1,137 peers)

Libertyville Savings Bank multi-year trail

Libertyville Savings Bank's plans moved +16.8% in assets from 2023 to 2024; this filing shows Libertyville Savings Bank Employee Stock Ownership Plan at $6M / 49 participants.

#338
in Management of Enterprises (1,137 peers)
$756K
reported net income

Libertyville Savings Bank Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Libertyville Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$6,401,796 49th percentile higher than 49% 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

Libertyville Savings Bank 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. Libertyville Savings Bank Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 421424839 · Libertyville Savings Bank PY 2023 · ESOP

Libertyville Savings Bank Employee Stock Ownership Plan · $6M · 49 · 49th

  • ASSETS $6M
  • PCT 49
  • EIN 49th
  • RANK ESOP
  • PHOTO near Huntsman Architectural Group Employee Stock Ownership Plan
  • IND ind #338

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 Iowa →

Libertyville Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Master Magnetics, Inc. Amended and Restated Employee Stock Ownership PlanMaster Magnetics, Inc. Amend…$6MLibertyville Savings Bank Employee Stock Ownership PlanLibertyville Savings Bank Em…$6MHuntsman Architectural Group Employee Stock Ownership PlanHuntsman Architectural Group…$6MTerra Dynamics Inc ESOP$6MHansen Plastics Corp. Employee Stock Ownership PlanHansen Plastics Corp. Employ…$6M
End-of-year total assets ($M) among Libertyville Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Libertyville Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Libertyville Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 16.798567152092943% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M 20232024 $6.4M $7.48M ▲ +16.9%
Year Plans Participants Total Assets
2023 1 49 $6M
2024 1 47 $7M

Libertyville Savings Bank filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$756K
Net Income$756K
Employer EIN421424839
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Libertyville Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Libertyville Savings Bank Employee Stock Ownership Plan, Total assets ($M): 6.401796 · Participants: 49Libertyville Savings Bank Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Libertyville Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Libertyville Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Huntsman Architectural Group Employee Stock Ownership Plan in CA ($6M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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.

Frequently Asked Questions

How have Libertyville Savings Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Libertyville Savings Bank's sponsor-wide assets grew 16.8%, from $6M to $7M.
Which ESOP plans are similar in size to Libertyville Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Huntsman Architectural Group Employee Stock Ownership Plan in CA ($6M, 57 participants).
Which ESOP plans cover a similar participant headcount to Libertyville Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 421424839.

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.