ESOP · DOL Form 5500 · 2023

Mccreary Bancshares, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
66
Participants Small participant base
65th
Percentile by assets National rank
$207,122
Avg per participant Above avg balance/head
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Official DOL plan name: Mccreary Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Mccreary Bancshares, Inc. · Kentucky · Finance & Insurance

$14M in assets, 66 participants

Mccreary Bancshares, Inc.'s Mccreary Bancshares, Inc. Employee Stock Ownership Plan reported $14M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,472 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Mccreary Bancshares, Inc. Employee Stock Ownership Plan holds $14M for 66 participants - about $207,122 per participant, above the median plan by assets.

#4,472
in Finance & Insurance (8,869 peers)
+4.1%
assets growth YoY

Mccreary Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Mccreary Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,670,043 Top 35% higher than 65% 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

Mccreary Bancshares, Inc. 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. Mccreary Bancshares, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccreary Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $521K in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • Mccreary Bancshares, Inc. Employee Stock Ownership Plan reported participants fell from 72 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Mccreary Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611023342 · Mccreary Bancshares, Inc. PY 2023 · ESOP

Mccreary Bancshares, Inc. Employee Stock Ownership Plan · $14M · 66 · 65th

  • BOY $14M
  • SCH 66
  • EBSA 65th
  • PART ESOP
  • TYPE near Dean Snyder Construction Employee Stock Ownership Plan
  • NET ind #4472

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 Kentucky →

Mccreary Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dean Snyder Construction Employee Stock Ownership PlanDean Snyder Construction Emp…$14MProvost & Pritchard, Inc. Employee Stock Ownership PlanProvost & Pritchard, Inc. Em…$14MXponance Employee Stock Ownership PlanXponance Employee Stock Owne…$14MMccreary Bancshares, Inc. Employee Stock Ownership PlanMccreary Bancshares, Inc. Em…$14MDelve Holdings, Inc. Employee Stock Ownership PlanDelve Holdings, Inc. Employe…$14M
End-of-year total assets ($M) among Mccreary Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income$669K
Employer EIN611023342
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccreary Bancshares, Inc.)

Sponsor-wide plan assets over time

All Mccreary Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 6.764183698451082% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M 202220232024 $13.1M $14M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 72 $13M
2023 1 66 $14M
2024 1 67 $14M

Nearby ESOP Plans in Kentucky

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

Mccreary Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Mccreary Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013670043 · Participants: 66Mccreary Bancshares, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Mccreary Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Mccreary Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mccreary Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Dean Snyder Construction Employee Stock Ownership Plan in IA ($14M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

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 Mccreary Bancshares, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mccreary Bancshares, Inc. Employee Stock Ownership Plan edged up modestly - up 4.1% during 2023, from $13M to $14M. Reported net income was $669K.
How have Mccreary Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccreary Bancshares, Inc.'s sponsor-wide assets grew 6.8%, from $13M to $14M.
Which ESOP plans are similar in size to Mccreary Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dean Snyder Construction Employee Stock Ownership Plan in IA ($14M, 204 participants).
Which ESOP plans cover a similar participant headcount to Mccreary Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 611023342.

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.