ESOP · DOL Form 5500 · 2023

Mid-Southern Savings Bank, Fsb ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
35
Participants Small participant base
30th
Percentile by assets National rank
$53,143
Avg per participant Low balance/head
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Official DOL plan name: Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan · Sponsored by Mid-Southern Savings Bank, Fsb · Indiana · Finance & Insurance

$2M in assets, 35 participants

Mid-Southern Savings Bank, Fsb's Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan reported $2M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,775 in Finance & Insurance (8,869 peers)

2023 asset change

Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan declined sharply 29.1% in 2023 ($3M → $2M) for 35 participants.

#1,775
in Finance & Insurance (8,869 peers)
-29.1%
assets change YoY

The plan reported a net loss of $645K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan among the smaller filed plans by assets

Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan vs every filed plan by assets

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

$1,860,003 30th percentile higher than 30% 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

Mid-Southern Savings Bank, Fsb 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. Mid-Southern Savings Bank, Fsb 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

  • Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan reported net income fell from -$329K in the plan year 2022 filing to -$645K in the plan year 2023 filing.
  • Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350631260 · Mid-Southern Savings Bank, Fsb PY 2023 · ESOP

Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan · $2M · 35 · 30th

  • EOY $2M
  • 5500 35
  • ASSETS 30th
  • PCT ESOP
  • EIN near Txi Employee Stock Ownership Plan
  • RANK ind #1775

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 Indiana →

Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan in the asset neighbourhood

Mid-Southern Savings Bank, Fsb Employee Stock Ownership PlanMid-Southern Savings Bank, F…$2MTxi Employee Stock Ownership PlanTxi Employee Stock Ownership…$2MBusiness Technology Architects, Inc. Employee Stock Ownership PlanBusiness Technology Architec…$2MQuantumdigital, Inc. Employee Stock Ownership PlanQuantumdigital, Inc. Employe…$2MAir & Hydraulic Equipment, Inc. Employee Stock Ownership PlanAir & Hydraulic Equipment, I…$2M
End-of-year total assets ($M) among Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mid-Southern Savings Bank, Fsb years around the 2023 move

Sponsor-wide plan assets over time

All Mid-Southern Savings Bank, Fsb plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.223679457654399% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.62M $2.81M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 35 $2M
2024 1 36 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$328K
Net Income-$645K
Employer EIN350631260
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan, Total assets ($B): 0.001860003 · Participants: 35Mid-Southern Savings Bank, Fsb Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan side-by-side with 3 peers →

Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Txi Employee Stock Ownership Plan in IL ($2M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan assets move in 2023? ▼
Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan declined sharply - down 29.1% during 2023, from $3M to $2M. Reported net income was -$645K.
How have Mid-Southern Savings Bank, Fsb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-Southern Savings Bank, Fsb's sponsor-wide assets grew 7.2%, from $3M to $3M.
Which ESOP plans are similar in size to Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Txi Employee Stock Ownership Plan in IL ($2M, 59 participants).
Which ESOP plans cover a similar participant headcount to Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 350631260.

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.