ESOP · DOL Form 5500 · 2023

Johnson County Bank ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
41st
Percentile by assets National rank
$217,867
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johnson County Bank Employee Stock Ownership Plan · Sponsored by Johnson County Bank · Tennessee · Finance & Insurance

$4M in assets, 19 participants

Johnson County Bank's Johnson County Bank Employee Stock Ownership Plan reported $4M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,555 in Finance & Insurance (8,869 peers)

Johnson County Bank multi-year trail

Johnson County Bank's plans moved -83.1% in assets from 2022 to 2024; this filing shows Johnson County Bank Employee Stock Ownership Plan at $4M / 19 participants.

#2,555
in Finance & Insurance (8,869 peers)
+9.6%
assets growth YoY

Johnson County Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Johnson County Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$4,139,476 41st percentile higher than 41% 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

Johnson County Bank 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. Johnson County Bank Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnson County Bank Employee Stock Ownership Plan reported net income rose from -$328K in the plan year 2022 filing to $363K in the plan year 2023 filing.
  • Johnson County Bank Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Johnson County Bank Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620935009 · Johnson County Bank PY 2023 · ESOP

Johnson County Bank Employee Stock Ownership Plan · $4M · 19 · 41st

  • IND $4M
  • EOY 19
  • 5500 41st
  • ASSETS ESOP
  • PCT near Woodex Bearing Company, Inc. Employee Stock Ownership Plan
  • EIN ind #2555

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 Tennessee →

Johnson County Bank Employee Stock Ownership Plan in the asset neighbourhood

Allied Contractors, Inc. Employee Stock Ownership PlanAllied Contractors, Inc. Emp…$4MJohnson County Bank Employee Stock Ownership PlanJohnson County Bank Employee…$4MWoodex Bearing Company, Inc. Employee Stock Ownership PlanWoodex Bearing Company, Inc.…$4MEmployee Stock Ownership Plan of Palmer and Sicard, Inc.Employee Stock Ownership Pla…$4MThe Martindale Electric Company Employee Stock Ownership PlanThe Martindale Electric Comp…$4M
End-of-year total assets ($M) among Johnson County Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Johnson County Bank multi-year asset trail

Sponsor-wide plan assets over time

All Johnson County Bank plans reported in each filing year

Latest sponsor-wide plan assets
$640K 83.05174244211743% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.78M $0.64M ▼ -83.1%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 19 $4M
2024 1 22 $640K

Johnson County Bank filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$363K
Employer EIN620935009
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Johnson County Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Johnson County Bank Employee Stock Ownership Plan, Total assets ($M): 4.139476 · Participants: 19Johnson County Bank Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Johnson County Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Johnson County Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Johnson County Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Woodex Bearing Company, Inc. Employee Stock Ownership Plan in ME ($4M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Johnson County Bank Employee Stock Ownership Plan assets move in 2023? ▼
Johnson County Bank Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2023, from $4M to $4M. Reported net income was $363K.
How have Johnson County Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson County Bank's sponsor-wide assets declined 83.1%, from $4M to $640K.
Which ESOP plans are similar in size to Johnson County Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Woodex Bearing Company, Inc. Employee Stock Ownership Plan in ME ($4M, 23 participants).
Which ESOP plans cover a similar participant headcount to Johnson County Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 620935009.

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.