401(k) · DOL Form 5500 · 2023

Baltic State Bank 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
32nd
Percentile by assets National rank
$110,843
Avg per participant Below avg balance/head
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Official DOL plan name: Baltic State Bank 401(k) Employee Stock Ownership Plan · Sponsored by Baltic State Bank · Ohio · Finance & Insurance

$2M in assets, 20 participants

Baltic State Bank's Baltic State Bank 401(k) Employee Stock Ownership Plan reported $2M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,925 in Finance & Insurance (8,869 peers)

Baltic State Bank multi-year trail

Baltic State Bank's plans moved -10.2% in assets from 2022 to 2024; this filing shows Baltic State Bank 401(k) Employee Stock Ownership Plan at $2M / 20 participants.

#1,925
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY

Baltic State Bank 401(k) Employee Stock Ownership Plan among the smaller filed plans by assets

Baltic State Bank 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$2,216,868 32nd percentile higher than 32% 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

Baltic State Bank 401(k) 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. Baltic State Bank 401(k) Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baltic State Bank 401(k) Employee Stock Ownership Plan reported net income rose from -$103K in the plan year 2022 filing to $360K in the plan year 2023 filing.
  • Baltic State Bank 401(k) Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340083100 · Baltic State Bank PY 2023 · 401(k)

Baltic State Bank 401(k) Employee Stock Ownership Plan · $2M · 20 · 32nd

  • NET $2M
  • BOOK 20
  • VS-ST 32nd
  • BOY 401(k)
  • SCH near National Beef Represented Employees Savings Plan
  • EBSA ind #1925

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 Finance & Insurance retirement plans → · Plans in Ohio →

Baltic State Bank 401(k) Employee Stock Ownership Plan in the asset neighbourhood

Baltic State Bank 401(k) Employee Stock Ownership PlanBaltic State Bank 401(k) Emp…$2MNational Beef Represented Employees Savings PlanNational Beef Represented Em…$2MElberton Granite Association MepElberton Granite Association…$2MVladeck, Raskin & Clark, P.C. 401(k) PlanVladeck, Raskin & Clark, P.C…$2MRichard B. Oliver, D.D.S.. Retirement PlanRichard B. Oliver, D.D.S.. R…$2M
End-of-year total assets ($M) among Baltic State Bank 401(k) Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Baltic State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Baltic State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.205299150729497% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.86M $1.67M ▼ -10.2%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 20 $2M
2024 1 20 $2M

Baltic State Bank filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$360K
Employer EIN340083100
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Baltic State Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Baltic State Bank 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.002216868 · Participants: 20Baltic State Bank 401(k) Employee Stock Ownership PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Baltic State Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Baltic State Bank 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

Baltic State Bank 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is National Beef Represented Employees Savings Plan in MO ($2M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Baltic State Bank 401(k) Employee Stock Ownership Plan assets move in 2023? ▼
Baltic State Bank 401(k) Employee Stock Ownership Plan grew sharply - up 19.4% during 2023, from $2M to $2M. Reported net income was $360K.
How have Baltic State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baltic State Bank's sponsor-wide assets declined 10.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Baltic State Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Beef Represented Employees Savings Plan in MO ($2M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Baltic State Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 340083100.

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.