ESOP · DOL Form 5500 · 2023

Pioneer Bank ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
174
Participants Small participant base
59th
Percentile by assets National rank
$57,630
Avg per participant Low balance/head
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Official DOL plan name: Pioneer Bank Employee Stock Ownership Plan · Sponsored by Pioneer Bank · New York · Finance & Insurance

$10M in assets, 174 participants

Pioneer Bank's Pioneer Bank Employee Stock Ownership Plan reported $10M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,847 in Finance & Insurance (8,869 peers)

Coverage in New York

Pioneer Bank Employee Stock Ownership Plan covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $10M.

#3,847
in Finance & Insurance (8,869 peers)
-12.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$10,027,672 Top 41% higher than 59% 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

Pioneer Bank 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. Pioneer Bank Employee Stock Ownership Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pioneer Bank Employee Stock Ownership Plan reported net income fell from $571K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Pioneer Bank Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pioneer Bank Employee Stock Ownership Plan reported participants rose from 170 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 140970570 · Pioneer Bank PY 2023 · ESOP

Pioneer Bank Employee Stock Ownership Plan · $10M · 174 · 59th

  • EIN $10M
  • EIN 174
  • EIN 59th
  • EIN ESOP
  • EIN near Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #3847

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 New York →

Pioneer Bank Employee Stock Ownership Plan in the asset neighbourhood

Osborne Industries Inc Employee Stock Ownership Plan and TrustOsborne Industries Inc Emplo…$10MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$10MPhilpott Solutions Group, Inc. Employee Stock Ownership Plan and TrustPhilpott Solutions Group, In…$10MLynker Corporation Employee Stock Ownership PlanLynker Corporation Employee …$10MClg Holding, Inc Employee Stock Ownership PlanClg Holding, Inc Employee St…$10M
End-of-year total assets ($M) among Pioneer Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)-$956K
Net Income-$1M
Employer EIN140970570
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Bank)

Sponsor-wide plan assets over time

All Pioneer Bank plans reported in each filing year

Latest sponsor-wide plan assets
$101M 19.10804439351626% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $85M $101M ▲ +19.1%
Year Plans Participants Total Assets
2022 3 548 $85M
2023 3 545 $91M
2024 3 572 $101M

Nearby ESOP Plans in New York

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

Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Pioneer Bank Employee Stock Ownership Plan, Total assets ($M): 10.027672 · Participants: 174Pioneer Bank Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Pioneer Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in OH ($10M); by covered participants it is The Gillette Company Employee Stock Ownership Plan in MA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Pioneer Bank Employee Stock Ownership Plan assets move in 2023? ▼
Pioneer Bank Employee Stock Ownership Plan pulled back noticeably - down 12.9% during 2023, from $12M to $10M. Reported net income was -$1M.
How have Pioneer Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Bank's sponsor-wide assets grew 19.1%, from $85M to $101M.
Which ESOP plans are similar in size to Pioneer Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in OH ($10M, 39 participants).
Which ESOP plans cover a similar participant headcount to Pioneer Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Gillette Company Employee Stock Ownership Plan in MA (174 participants, $349M 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 140970570.

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.