ESOP · DOL Form 5500 · 2023

York Bancshares, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
29th
Percentile by assets National rank
$55,316
Avg per participant Low balance/head
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Official DOL plan name: York Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by York Bancshares, Inc. · South Carolina · Management of Enterprises

$2M in assets, 31 participants

York Bancshares, Inc.'s York Bancshares, Inc. Employee Stock Ownership Plan reported $2M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

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

York Bancshares, Inc. multi-year trail

York Bancshares, Inc.'s plans moved +39.6% in assets from 2022 to 2024; this filing shows York Bancshares, Inc. Employee Stock Ownership Plan at $2M / 31 participants.

#184
in Management of Enterprises (1,137 peers)
+81.6%
assets growth YoY

York Bancshares, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$1,714,792 29th percentile higher than 29% 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

York 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. York Bancshares, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • York Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $76K in the plan year 2022 filing to $770K in the plan year 2023 filing.
  • York Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $944K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 570742566 · York Bancshares, Inc. PY 2023 · ESOP

York Bancshares, Inc. Employee Stock Ownership Plan · $2M · 31 · 29th

  • RANK $2M
  • PHOTO 31
  • IND 29th
  • EOY ESOP
  • 5500 near Atlas Industrial Holdings, Inc. Employee Stock Ownership Plan
  • ASSETS ind #184

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 South Carolina →

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

York Bancshares, Inc. Employee Stock Ownership PlanYork Bancshares, Inc. Employ…$2MAtlas Industrial Holdings, Inc. Employee Stock Ownership PlanAtlas Industrial Holdings, I…$2MConnor Employee Stock Ownership PlanConnor Employee Stock Owners…$2MElastec, Inc. Employee Stock Ownership PlanElastec, Inc. Employee Stock…$2MDeer Valley Sports Employee Stock Ownership PlanDeer Valley Sports Employee …$2M
End-of-year total assets ($M) among York Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

York Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 39.561094605954985% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.94M $1.32M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 31 $944K
2023 1 31 $2M
2024 1 35 $1M

York Bancshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$944K
Net Assets (End of Year)$2M
Net Income$770K
Employer EIN570742566
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

York Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 -20020406080 Total assets ($M) Participants York Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.714792 · Participants: 31York Bancshares, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
York Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare York Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is Atlas Industrial Holdings, Inc. Employee Stock Ownership Plan in OH ($2M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 York Bancshares, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
York Bancshares, Inc. Employee Stock Ownership Plan surged - up 81.6% during 2023, from $944K to $2M. Reported net income was $770K.
How have York Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), York Bancshares, Inc.'s sponsor-wide assets grew 39.6%, from $944K to $1M.
Which ESOP plans are similar in size to York Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Atlas Industrial Holdings, Inc. Employee Stock Ownership Plan in OH ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to York Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 570742566.

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.