ESOP · DOL Form 5500 · 2023
Fishback Financial Corporation ESOP
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 713
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $72,571
- Avg per participant Below avg balance/head
Official DOL plan name: Fishback Financial Corporation Employee Stock Ownership Plan · Sponsored by Fishback Financial Corporation · South Dakota · Finance & Insurance
$52M in assets, 713 participants
Fishback Financial Corporation's Fishback Financial Corporation Employee Stock Ownership Plan reported $52M in total assets and 713 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #6,945 in Finance & Insurance (8,869 peers)
Coverage in South Dakota
Fishback Financial Corporation Employee Stock Ownership Plan covers 713 participants in South Dakota, 2.1x the typical South Dakota plan (state average ~340 per filing). Assets: $52M.
- #6,945
- in Finance & Insurance (8,869 peers)
- -5.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fishback Financial Corporation Employee Stock Ownership Plan's outsized position by total assets
Fishback Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,743,144 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fishback Financial Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fishback Financial Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fishback Financial Corporation Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Fishback Financial Corporation Employee Stock Ownership Plan end-of-year assets fell from $55M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Fishback Financial Corporation Employee Stock Ownership Plan reported participants rose from 688 in the plan year 2022 filing to 713 in the plan year 2023 filing.
DOL schedule card
Filing strip 460306542 · Fishback Financial Corporation PY 2023 · ESOP
Fishback Financial Corporation Employee Stock Ownership Plan · $52M · 713 · 86th
- NET $52M
- BOOK 713
- VS-ST 86th
- BOY ESOP
- SCH near Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees
- EBSA ind #6945
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 Dakota →
Fishback Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood
South Dakota filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$3M |
| Employer EIN | 460306542 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fishback Financial Corporation)
Sponsor-wide plan assets over time
All Fishback Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 1.9806091835023754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 688 | $55M |
| 2023 | 1 | 713 | $52M |
| 2024 | 1 | 715 | $56M |
Nearby ESOP Plans in South Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Showplace Wood Products, Inc. Employee Stock Ownership Plan $99M · 506
- Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan $44M · 83
- Re/Spec Inc. Employee Stock Ownership Plan $43M · 471
- The Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust $39M · 112
- Vps Employee Stock Ownership Plan $27M · 340
Fishback Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Dakota, the nearest ESOP by assets is Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees in MD ($52M); by covered participants it is Super Quik, Inc. Employee Stock Ownership Plan in KY (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) $52M · 10,489
- Minnesota Elevator, Inc. Employee Stock Ownership Plan (MN) $52M · 156
- Concrete Supply Co. Inc. Employee Stock Ownership Plan (GA) $52M · 219
- American Equity Investment Employee Stock Ownership Plan (IA) $52M · 726
Similar participant headcount
Nearest other-state filings by covered participants (713 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.