ESOP · DOL Form 5500 · 2023
Clay County Savings Bank ESOP
Data updated 2026-08-25
- $532K
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $15,198
- Avg per participant Low balance/head
Official DOL plan name: Clay County Savings Bank Employee Stock Ownership Plan · Sponsored by Clay County Savings Bank · Missouri · Finance & Insurance
$532K in assets, 35 participants
Clay County Savings Bank's Clay County Savings Bank Employee Stock Ownership Plan reported $532K in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #1,004 in Finance & Insurance (8,869 peers)
Clay County Savings Bank multi-year trail
Clay County Savings Bank's plans moved -37.1% in assets from 2022 to 2024; this filing shows Clay County Savings Bank Employee Stock Ownership Plan at $532K / 35 participants.
- #1,004
- in Finance & Insurance (8,869 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $92K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Clay County Savings Bank Employee Stock Ownership Plan among the smaller filed plans by assets
Clay County Savings Bank Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$531,941 18th percentile higher than 18% 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
Clay County 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. Clay County Savings Bank Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clay County Savings Bank Employee Stock Ownership Plan reported net income rose from -$261K in the plan year 2022 filing to -$92K in the plan year 2023 filing.
- Clay County Savings Bank Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2022 filing to 35 in the plan year 2023 filing.
- Clay County Savings Bank Employee Stock Ownership Plan end-of-year assets fell from $624K in the plan year 2022 filing to $532K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 440202690 · Clay County Savings Bank PY 2023 · ESOP
Clay County Savings Bank Employee Stock Ownership Plan · $532K · 35 · 18th
- EIN $532K
- RANK 35
- PHOTO 18th
- IND ESOP
- EOY near Pps Administrative Services Inc Employee Stock Ownership and Profit Sharing Plan
- 5500 ind #1004
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 Missouri →
Clay County Savings Bank Employee Stock Ownership Plan in the asset neighbourhood
Clay County Savings Bank multi-year asset trail
Sponsor-wide plan assets over time
All Clay County Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 37.061579182957786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 60 | $4M |
| 2023 | 2 | 73 | $5M |
| 2024 | 3 | 90 | $3M |
Clay County Savings Bank filing trail (2023)
| Total Assets (Beginning of Year) | $624K |
|---|---|
| Net Assets (End of Year) | $532K |
| Net Income | -$92K |
| Employer EIN | 440202690 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Clay County Savings Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Pps Administrative Services Inc Employee Stock Ownership and Profit Sharing Plan in CO ($531K); by covered participants it is Capsim Employee Stock Ownership Plan in IL (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($532K here).
- Pps Administrative Services Inc Employee Stock Ownership and Profit Sharing Plan (CO) $531K · 19
- Woodmansee Insurance, Inc. Employee Stock Ownership Plan (RI) $535K · 12
- Jeo Employee Stock Ownership Plan (NE) $528K · 215
- The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust (MA) $528K · 300
Similar participant headcount
Nearest other-state filings by covered participants (35 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.