ESOP · DOL Form 5500 · 2023

Mercer Savings Bank ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
25
Participants Small participant base
25th
Percentile by assets National rank
$47,466
Avg per participant Low balance/head
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Official DOL plan name: Mercer Savings Bank Employee Stock Ownership Plan · Sponsored by Mercer Savings Bank · Ohio · Finance & Insurance

$1M in assets, 25 participants

Mercer Savings Bank's Mercer Savings Bank Employee Stock Ownership Plan reported $1M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,448 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Mercer Savings Bank Employee Stock Ownership Plan holds $1M for 25 participants - about $47,466 per participant, in the lower half of filed plans by assets.

#1,448
in Finance & Insurance (8,869 peers)
$432K
reported net income

Mercer Savings Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Mercer Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,186,651 25th percentile higher than 25% 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

Mercer Savings 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. Mercer Savings Bank Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 344302175 · Mercer Savings Bank PY 2023 · ESOP

Mercer Savings Bank Employee Stock Ownership Plan · $1M · 25 · 25th

  • EIN $1M
  • EIN 25
  • EIN 25th
  • EIN ESOP
  • EIN near Kraemer Design Services, Inc. Employee Stock Ownership Plan
  • EIN ind #1448

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 Ohio →

Mercer Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Mercer Savings Bank Employee Stock Ownership PlanMercer Savings Bank Employee…$1MKraemer Design Services, Inc. Employee Stock Ownership PlanKraemer Design Services, Inc…$1MLor Geotechnical Group Employee Stock Ownership PlanLor Geotechnical Group Emplo…$1MKohler Design Corp. Employee Stock Ownership Plan and TrustKohler Design Corp. Employee…$1MHanky Panky Ltd. ESOP$1M
End-of-year total assets ($M) among Mercer Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$432K
Net Income$432K
Employer EIN344302175
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Savings Bank)

Sponsor-wide plan assets over time

All Mercer Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0% vs 2023
2024 filing year
$1.19M 20232024 $1.19M $1.19M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 25 $1M
2024 1 23 $1M

Nearby ESOP Plans in Ohio

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

Mercer Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Mercer Savings Bank Employee Stock Ownership Plan, Total assets ($B): 0.001186651 · Participants: 25Mercer Savings Bank Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Mercer Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Mercer Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Kraemer Design Services, Inc. Employee Stock Ownership Plan in AZ ($1M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 have Mercer Savings Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mercer Savings Bank's sponsor-wide assets grew 0.0%, from $1M to $1M.
Where does Mercer Savings Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mercer Savings Bank Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Mercer Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kraemer Design Services, Inc. Employee Stock Ownership Plan in AZ ($1M, 65 participants).
Which ESOP plans cover a similar participant headcount to Mercer Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 344302175.

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.