ESOP · DOL Form 5500 · 2023

Valley Holding Company ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
45
Participants Small participant base
38th
Percentile by assets National rank
$77,165
Avg per participant Below avg balance/head
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Official DOL plan name: ESOP of Valley Bank of Ronan · Sponsored by Valley Holding Company · Montana · Management of Enterprises

$3M in assets, 45 participants

Valley Holding Company's ESOP of Valley Bank of Ronan reported $3M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #261 in Management of Enterprises (1,137 peers)

Valley Holding Company multi-year trail

Valley Holding Company's plans moved +36.4% in assets from 2022 to 2024; this filing shows ESOP of Valley Bank of Ronan at $3M / 45 participants.

#261
in Management of Enterprises (1,137 peers)
-2.1%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

ESOP of Valley Bank of Ronan's mid-pack asset rank among Management of Enterprises and all filers

ESOP of Valley Bank of Ronan vs every filed plan by assets

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

$3,472,419 38th percentile higher than 38% 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

ESOP of Valley Bank of Ronan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. ESOP of Valley Bank of Ronan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • ESOP of Valley Bank of Ronan reported net income fell from $338K in the plan year 2022 filing to -$54K in the plan year 2023 filing.
  • ESOP of Valley Bank of Ronan reported participants rose from 42 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • ESOP of Valley Bank of Ronan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810442068 · Valley Holding Company PY 2023 · ESOP

ESOP of Valley Bank of Ronan · $3M · 45 · 38th

  • RANK $3M
  • RANK 45
  • RANK 38th
  • RANK ESOP
  • RANK near Progressive Bancorp, Inc. Employee Stock Ownership Plan
  • RANK ind #261

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 Montana →

ESOP of Valley Bank of Ronan in the asset neighbourhood

Focus Holdings USA, Inc. Employee Stock Ownership PlanFocus Holdings USA, Inc. Emp…$3MESOP of Valley Bank of Ronan$3MProgressive Bancorp, Inc. Employee Stock Ownership PlanProgressive Bancorp, Inc. Em…$3MIllinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust IIIllinois Oil Marketing Equip…$3MMorrissey, Inc. Employee Stock Ownership PlanMorrissey, Inc. Employee Sto…$3M
End-of-year total assets ($M) among ESOP of Valley Bank of Ronan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Valley Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Valley Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.44987221300913% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.84M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 45 $3M
2024 1 49 $5M

Valley Holding Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$54K
Employer EIN810442068
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

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

ESOP of Valley Bank of Ronan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants ESOP of Valley Bank of Ronan, Total assets ($M): 3.472419 · Participants: 45ESOP of Valley Bank of RonanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership Plan
ESOP of Valley Bank of Ronan vs. nearby ESOP plans in Montana, assets vs. participants
Compare ESOP of Valley Bank of Ronan side-by-side with 3 peers →

ESOP of Valley Bank of Ronan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA ($3M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 ESOP of Valley Bank of Ronan assets move in 2023? ▼
ESOP of Valley Bank of Ronan edged down modestly - down 2.1% during 2023, from $4M to $3M. Reported net income was -$54K.
How have Valley Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Holding Company's sponsor-wide assets grew 36.4%, from $4M to $5M.
Which ESOP plans are similar in size to ESOP of Valley Bank of Ronan? ▼
Among ESOP plans in other states, the closest by assets is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA ($3M, 111 participants).
Which ESOP plans cover a similar participant headcount to ESOP of Valley Bank of Ronan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 810442068.

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.