ESOP · DOL Form 5500 · 2023

Ma Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
58
Participants Small participant base
35th
Percentile by assets National rank
$47,928
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ma Bank Employee Stock Ownership Plan · Sponsored by Ma Bank · Missouri · Finance & Insurance

$3M in assets, 58 participants

Ma Bank's Ma Bank Employee Stock Ownership Plan reported $3M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,129 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Ma Bank Employee Stock Ownership Plan holds $3M for 58 participants - about $47,928 per participant, in the lower half of filed plans by assets.

#2,129
in Finance & Insurance (8,869 peers)
+3.5%
assets growth YoY

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

Ma Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$2,779,852 35th percentile higher than 35% 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

Ma 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. Ma Bank Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ma Bank Employee Stock Ownership Plan reported net income rose from $45K in the plan year 2022 filing to $89K in the plan year 2023 filing.
  • Ma Bank Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430388860 · Ma Bank PY 2023 · ESOP

Ma Bank Employee Stock Ownership Plan · $3M · 58 · 35th

  • EOY $3M
  • EOY 58
  • EOY 35th
  • EOY ESOP
  • EOY near Presence Bank Employee Stock Ownership Plan
  • EOY ind #2129

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 Missouri →

Ma Bank Employee Stock Ownership Plan in the asset neighbourhood

Ma Bank Employee Stock Ownership PlanMa Bank Employee Stock Owner…$3MPresence Bank Employee Stock Ownership PlanPresence Bank Employee Stock…$3MGlidden Excavating & Paving, Inc. Employee Stock Ownership PlanGlidden Excavating & Paving,…$3MWilliams Electronics, LLC Employee Stock Ownership PlanWilliams Electronics, LLC Em…$3MKansas-Oklahoma Machine Tools, Inc. Employee Stock Ownership PlanKansas-Oklahoma Machine Tool…$3M
End-of-year total assets ($M) among Ma 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)$3M
Net Assets (End of Year)$3M
Net Income$89K
Employer EIN430388860
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ma Bank)

Sponsor-wide plan assets over time

All Ma Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.618757976454308% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M 202220232024 $2.69M $2.86M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 58 $3M
2023 1 58 $3M
2024 1 57 $3M

Nearby ESOP Plans in Missouri

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

Ma Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ma Bank Employee Stock Ownership Plan, Total assets ($B): 0.002779852 · Participants: 58Ma Bank Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Ma Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ma Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Presence Bank Employee Stock Ownership Plan in PA ($3M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Ma Bank Employee Stock Ownership Plan assets move in 2023? ▼
Ma Bank Employee Stock Ownership Plan edged up modestly - up 3.5% during 2023, from $3M to $3M. Reported net income was $89K.
How have Ma Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ma Bank's sponsor-wide assets grew 6.6%, from $3M to $3M.
Which ESOP plans are similar in size to Ma Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Presence Bank Employee Stock Ownership Plan in PA ($3M, 28 participants).
Which ESOP plans cover a similar participant headcount to Ma Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants, $2M 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 430388860.

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.