ESOP · DOL Form 5500 · 2023

Bogota Savings Bank ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
49
Participants Small participant base
41st
Percentile by assets National rank
$84,243
Avg per participant Below avg balance/head
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Official DOL plan name: Bogota Savings Bank Employee Stock Ownership Plan · Sponsored by Bogota Savings Bank · New Jersey · Finance & Insurance

$4M in assets, 49 participants

Bogota Savings Bank's Bogota Savings Bank Employee Stock Ownership Plan reported $4M in total assets and 49 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.

  • #2,549 in Finance & Insurance (8,869 peers)

2023 asset change

Bogota Savings Bank Employee Stock Ownership Plan declined sharply 28.1% in 2023 ($6M → $4M) for 49 participants.

#2,549
in Finance & Insurance (8,869 peers)
-28.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$4,127,923 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

Bogota 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. Bogota Savings Bank Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bogota Savings Bank Employee Stock Ownership Plan reported net income fell from $719K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Bogota Savings Bank Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bogota Savings Bank Employee Stock Ownership Plan reported participants fell from 51 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 220780560 · Bogota Savings Bank PY 2023 · ESOP

Bogota Savings Bank Employee Stock Ownership Plan · $4M · 49 · 41st

  • VS-ST $4M
  • BOY 49
  • SCH 41st
  • EBSA ESOP
  • PART near Babsco Supply Employee Stock Ownership Plan
  • TYPE ind #2549

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 New Jersey →

Bogota Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Bogota Savings Bank Employee Stock Ownership PlanBogota Savings Bank Employee…$4MBabsco Supply Employee Stock Ownership PlanBabsco Supply Employee Stock…$4MPaul I. Cripe, Inc. Employee Stock Ownership PlanPaul I. Cripe, Inc. Employee…$4MThe Martindale Electric Company Employee Stock Ownership PlanThe Martindale Electric Comp…$4MNuckles Employee Stock Ownership PlanNuckles Employee Stock Owner…$4M
End-of-year total assets ($M) among Bogota Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bogota Savings Bank years around the 2023 move

Sponsor-wide plan assets over time

All Bogota Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 7.748094314505123% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M 202220232024 $12.3M $13.3M ▲ +7.8%
Year Plans Participants Total Assets
2022 2 112 $12M
2023 2 110 $12M
2024 2 122 $13M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$1M
Net Income-$1M
Employer EIN220780560
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Bogota Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Bogota Savings Bank Employee Stock Ownership Plan, Total assets ($M): 4.127923 · Participants: 49Bogota Savings Bank Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Bogota Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Bogota Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Babsco Supply Employee Stock Ownership Plan in IN ($4M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Bogota Savings Bank Employee Stock Ownership Plan assets move in 2023? ▼
Bogota Savings Bank Employee Stock Ownership Plan declined sharply - down 28.1% during 2023, from $6M to $4M. Reported net income was -$1M.
How have Bogota Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogota Savings Bank's sponsor-wide assets grew 7.7%, from $12M to $13M.
Which ESOP plans are similar in size to Bogota Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Babsco Supply Employee Stock Ownership Plan in IN ($4M, 15 participants).
Which ESOP plans cover a similar participant headcount to Bogota Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 220780560.

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.