ESOP · DOL Form 5500 · 2023

Southern Illinois Bancorp, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
103
Participants Small participant base
57th
Percentile by assets National rank
$91,384
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan · Sponsored by Southern Illinois Bancorp, Inc. · Illinois · Finance & Insurance

$9M in assets, 103 participants

Southern Illinois Bancorp, Inc.'s Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan reported $9M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,722 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan covers 103 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#3,722
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan vs every filed plan by assets

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

$9,412,591 Top 43% higher than 57% 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

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan reported net income rose from -$317K in the plan year 2022 filing to $968K in the plan year 2023 filing.
  • Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan reported participants fell from 118 in the plan year 2022 filing to 103 in the plan year 2023 filing.
  • Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 370206222 · Southern Illinois Bancorp, Inc. PY 2023 · ESOP

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan · $9M · 103 · 57th

  • EOY $9M
  • 5500 103
  • ASSETS 57th
  • PCT ESOP
  • EIN near Aerodyne Research, Inc. Employee Stock Ownership Plan
  • RANK ind #3722

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 Illinois →

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan in the asset neighbourhood

Geokon Employee Stock Ownership PlanGeokon Employee Stock Owners…$9MAerodyne Research, Inc. Employee Stock Ownership PlanAerodyne Research, Inc. Empl…$9MSutter Instrument Employee Stock Ownership PlanSutter Instrument Employee S…$9MSouthern Illinois Bancorp, Inc. Employees Stock Ownership PlanSouthern Illinois Bancorp, I…$9MPropeller, Inc. Employee Stock Ownership PlanPropeller, Inc. Employee Sto…$9M
End-of-year total assets ($M) among Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$968K
Employer EIN370206222
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Illinois Bancorp, Inc.)

Sponsor-wide plan assets over time

All Southern Illinois Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.297691550714635% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.1M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 257 $16M
2023 2 213 $18M
2024 2 204 $20M

Nearby ESOP Plans in Illinois

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

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan, Total assets ($B): 0.009412591 · Participants: 103Southern Illinois Bancorp, Inc. Employees Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan side-by-side with 3 peers →

Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Aerodyne Research, Inc. Employee Stock Ownership Plan in MA ($9M); by covered participants it is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan assets move in 2023? ▼
Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan grew at a solid clip - up 11.5% during 2023, from $8M to $9M. Reported net income was $968K.
How have Southern Illinois Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Illinois Bancorp, Inc.'s sponsor-wide assets grew 22.3%, from $16M to $20M.
Which ESOP plans are similar in size to Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aerodyne Research, Inc. Employee Stock Ownership Plan in MA ($9M, 57 participants).
Which ESOP plans cover a similar participant headcount to Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants, N/A 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 370206222.

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.