ESOP · DOL Form 5500 · 2023

First National Bank of Clarksdale ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
47
Participants Small participant base
50th
Percentile by assets National rank
$143,675
Avg per participant Near avg balance/head
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Official DOL plan name: First National Bank of Clarksdale Employee Stock Ownership Plan · Sponsored by First National Bank of Clarksdale · Mississippi · Finance & Insurance

$7M in assets, 47 participants

First National Bank of Clarksdale's First National Bank of Clarksdale Employee Stock Ownership Plan reported $7M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,183 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

First National Bank of Clarksdale Employee Stock Ownership Plan holds $7M for 47 participants - about $143,675 per participant, above the median plan by assets.

#3,183
in Finance & Insurance (8,869 peers)
+4.8%
assets growth YoY

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

First National Bank of Clarksdale Employee Stock Ownership Plan vs every filed plan by assets

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

$6,752,717 Top 50% higher than 50% 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

First National Bank of Clarksdale 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. First National Bank of Clarksdale Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National Bank of Clarksdale Employee Stock Ownership Plan reported net income rose from $36K in the plan year 2022 filing to $313K in the plan year 2023 filing.
  • First National Bank of Clarksdale Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • First National Bank of Clarksdale Employee Stock Ownership Plan reported participants rose from 46 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640415725 · First National Bank of Clarksdale PY 2023 · ESOP

First National Bank of Clarksdale Employee Stock Ownership Plan · $7M · 47 · 50th

  • EIN $7M
  • RANK 47
  • PHOTO 50th
  • IND ESOP
  • EOY near Action Battery Employee Stock Ownership Plan
  • 5500 ind #3183

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 →

First National Bank of Clarksdale Employee Stock Ownership Plan in the asset neighbourhood

Lastique International Corp. Employee Stock Ownership PlanLastique International Corp.…$7MPinnacle Petroleum Employee Stock Ownership PlanPinnacle Petroleum Employee …$7MFirst National Bank of Clarksdale Employee Stock Ownership PlanFirst National Bank of Clark…$7MAction Battery Employee Stock Ownership PlanAction Battery Employee Stoc…$7MJ. Kokolakis Contracting, Inc. Employee Stock Ownership PlanJ. Kokolakis Contracting, In…$7M
End-of-year total assets ($M) among First National Bank of Clarksdale Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$313K
Employer EIN640415725
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank of Clarksdale)

Sponsor-wide plan assets over time

All First National Bank of Clarksdale plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.79019744616533% vs 2022
2023 filing year
$6.4M$6.5M$6.6M$6.7M$6.8M 20222023 $6.44M $6.75M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 46 $6M
2023 1 47 $7M

Nearby ESOP Plans in Mississippi

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

First National Bank of Clarksdale Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants First National Bank of Clarksdale Employee Stock Ownership Plan, Total assets ($M): 6.752717 · Participants: 47First National Bank of Clarksdale 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
First National Bank of Clarksdale Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare First National Bank of Clarksdale Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest ESOP by assets is Action Battery Employee Stock Ownership Plan in WI ($7M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 First National Bank of Clarksdale Employee Stock Ownership Plan assets move in 2023? ▼
First National Bank of Clarksdale Employee Stock Ownership Plan edged up modestly - up 4.8% during 2023, from $6M to $7M. Reported net income was $313K.
How have First National Bank of Clarksdale plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First National Bank of Clarksdale's sponsor-wide assets grew 4.8%, from $6M to $7M.
Which ESOP plans are similar in size to First National Bank of Clarksdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Action Battery Employee Stock Ownership Plan in WI ($7M, 35 participants).
Which ESOP plans cover a similar participant headcount to First National Bank of Clarksdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M 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 640415725.

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.