ESOP · DOL Form 5500 · 2023

Bank 34 ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
47
Participants Small participant base
31st
Percentile by assets National rank
$44,059
Avg per participant Low balance/head
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Official DOL plan name: Bank 34 Employee Stock Ownership Plan · Sponsored by Bank 34 · Arizona · Finance & Insurance

$2M in assets, 47 participants

Bank 34's Bank 34 Employee Stock Ownership Plan reported $2M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,865 in Finance & Insurance (8,869 peers)

Bank 34 multi-year trail

Bank 34's plans moved -24.5% in assets from 2022 to 2024; this filing shows Bank 34 Employee Stock Ownership Plan at $2M / 47 participants.

#1,865
in Finance & Insurance (8,869 peers)
-27.0%
assets change YoY

The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank 34 Employee Stock Ownership Plan among the smaller filed plans by assets

Bank 34 Employee Stock Ownership Plan vs every filed plan by assets

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

$2,070,771 31st percentile higher than 31% 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

Bank 34 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. Bank 34 Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank 34 Employee Stock Ownership Plan reported net income fell from -$107K in the plan year 2022 filing to -$737K in the plan year 2023 filing.
  • Bank 34 Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850142558 · Bank 34 PY 2023 · ESOP

Bank 34 Employee Stock Ownership Plan · $2M · 47 · 31st

  • TYPE $2M
  • NET 47
  • BOOK 31st
  • VS-ST ESOP
  • BOY near Pinyon Environmental, Inc. Employee Stock Ownership Plan
  • SCH ind #1865

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 Arizona →

Bank 34 Employee Stock Ownership Plan in the asset neighbourhood

Bank 34 Employee Stock Ownership PlanBank 34 Employee Stock Owner…$2MPinyon Environmental, Inc. Employee Stock Ownership PlanPinyon Environmental, Inc. E…$2MCorbin Design, Inc. Employee Stock Ownership PlanCorbin Design, Inc. Employee…$2MMeyers Consulting Engineers Corporation ESOPMeyers Consulting Engineers …$2MFarmers Bank and Trust Company Employee Stock Ownership PlanFarmers Bank and Trust Compa…$2M
End-of-year total assets ($M) among Bank 34 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bank 34 multi-year asset trail

Sponsor-wide plan assets over time

All Bank 34 plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.484189331529127% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.83M $2.14M ▼ -24.4%
Year Plans Participants Total Assets
2022 1 47 $3M
2023 1 47 $2M
2024 1 44 $2M

Bank 34 filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$539K
Net Income-$737K
Employer EIN850142558
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Bank 34 Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Bank 34 Employee Stock Ownership Plan, Total assets ($B): 0.002070771 · Participants: 47Bank 34 Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Bank 34 Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Bank 34 Employee Stock Ownership Plan side-by-side with 3 peers →

Bank 34 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Pinyon Environmental, Inc. Employee Stock Ownership Plan in CO ($2M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Bank 34 Employee Stock Ownership Plan assets move in 2023? ▼
Bank 34 Employee Stock Ownership Plan declined sharply - down 27.0% during 2023, from $3M to $2M. Reported net income was -$737K.
How have Bank 34 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank 34's sponsor-wide assets declined 24.5%, from $3M to $2M.
Which ESOP plans are similar in size to Bank 34 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pinyon Environmental, Inc. Employee Stock Ownership Plan in CO ($2M, 72 participants).
Which ESOP plans cover a similar participant headcount to Bank 34 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M 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 850142558.

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.