ESOP · DOL Form 5500 · 2023

The Henry County Bank ESOP

Data updated 2026-08-25

$730K
Total assets Small plan by assets
45
Participants Small participant base
21st
Percentile by assets National rank
$16,231
Avg per participant Low balance/head
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Official DOL plan name: The Henry County Bank Employee Stock Ownership Plan · Sponsored by The Henry County Bank · Ohio · Finance & Insurance

$730K in assets, 45 participants

The Henry County Bank's The Henry County Bank Employee Stock Ownership Plan reported $730K in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,158 in Finance & Insurance (8,869 peers)

The Henry County Bank multi-year trail

The Henry County Bank's plans moved -14.9% in assets from 2022 to 2023; this filing shows The Henry County Bank Employee Stock Ownership Plan at $730K / 45 participants.

#1,158
in Finance & Insurance (8,869 peers)
-14.9%
assets change YoY

The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Henry County Bank Employee Stock Ownership Plan among the smaller filed plans by assets

The Henry County Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$730,384 21st percentile higher than 21% 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

The Henry County 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. The Henry County Bank Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Henry County Bank Employee Stock Ownership Plan reported net income rose from -$200K in the plan year 2022 filing to -$128K in the plan year 2023 filing.
  • The Henry County Bank Employee Stock Ownership Plan reported participants fell from 54 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • The Henry County Bank Employee Stock Ownership Plan end-of-year assets fell from $859K in the plan year 2022 filing to $730K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 344263090 · The Henry County Bank PY 2023 · ESOP

The Henry County Bank Employee Stock Ownership Plan · $730K · 45 · 21st

  • BOY $730K
  • SCH 45
  • EBSA 21st
  • PART ESOP
  • TYPE near Hts Inc. Employee Stock Ownership Plan
  • NET ind #1158

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 Ohio →

The Henry County Bank Employee Stock Ownership Plan in the asset neighbourhood

The Henry County Bank Employee Stock Ownership PlanThe Henry County Bank Employ…$730KHts Inc. Employee Stock Ownership PlanHts Inc. Employee Stock Owne…$730KMann Holding Company, Inc. Employee Stock Ownership PlanMann Holding Company, Inc. E…$730KAaron Investments Inc Employee Stock Ownership PlanAaron Investments Inc Employ…$729KMetro Safety & Fire, Inc. Employee Stock Ownership Plan and TrustMetro Safety & Fire, Inc. Em…$733K
End-of-year total assets ($M) among The Henry County Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Henry County Bank multi-year asset trail

Sponsor-wide plan assets over time

All The Henry County Bank plans reported in each filing year

Latest sponsor-wide plan assets
$730K 14.940973285709793% vs 2022
2023 filing year
$0.7M$0.75M$0.8M$0.85M$0.9M 20222023 $0.86M $0.73M ▼ -15.1%
Year Plans Participants Total Assets
2022 1 54 $859K
2023 2 45 $730K

The Henry County Bank filing trail (2023)

Total Assets (Beginning of Year)$859K
Net Assets (End of Year)$730K
Net Income-$128K
Employer EIN344263090
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

The Henry County Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Henry County Bank Employee Stock Ownership Plan, Total assets ($B): 0.000730384 · Participants: 45The Henry County Bank Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Henry County Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Henry County Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Hts Inc. Employee Stock Ownership Plan in AZ ($730K); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 The Henry County Bank Employee Stock Ownership Plan assets move in 2023? ▼
The Henry County Bank Employee Stock Ownership Plan pulled back noticeably - down 14.9% during 2023, from $859K to $730K. Reported net income was -$128K.
How have The Henry County Bank plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Henry County Bank's sponsor-wide assets declined 14.9%, from $859K to $730K.
Where does The Henry County Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Henry County Bank Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Henry County Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hts Inc. Employee Stock Ownership Plan in AZ ($730K, 5 participants).
Which ESOP plans cover a similar participant headcount to The Henry County Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 344263090.

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.