ESOP · DOL Form 5500 · 2023
Bna Bank ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 89
- Participants
- 60th
- Percentile by assets
- $119,150
- Avg per participant
Official DOL plan name: Bna Bank Employee Stock Ownership Plan · Sponsored by Bna Bank · Mississippi · Finance & Insurance
$11M in assets, 89 participants
Bna Bank's Bna Bank Employee Stock Ownership Plan reported $11M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #3,963 in Finance & Insurance (8,869 peers)
Bna Bank multi-year trail
Bna Bank's plans moved +21.5% in assets from 2022 to 2024; this filing shows Bna Bank Employee Stock Ownership Plan at $11M / 89 participants.
- $11M
- total plan assets (2023 EOY)
- 89
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $119,150
- avg assets per participant
Where Bna Bank Employee Stock Ownership Plan sits by total assets
Bna Bank Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,604,337 Top 40% higher than 60% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bna Bank Employee Stock Ownership Plan reported net income rose from $507K in the plan year 2022 filing to $919K in the plan year 2023 filing.
- Bna Bank Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Bna Bank Employee Stock Ownership Plan reported participants fell from 90 in the plan year 2022 filing to 89 in the plan year 2023 filing.
Bna Bank across 3 plan years on file
Across the 3 plan years Bna Bank has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $11M, a gain of 21.5%, while reported participants moved from 90 to 92 (+2.2%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($9M).
Bna Bank multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $9M |
| 2023 | 1 | 89 | $11M |
| 2024 | 1 | 92 | $11M |
Bna Bank filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $919K |
| Employer EIN | 640117070 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Mississippi
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bna Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
- Lt Corporation & Affiliates Employee Stock Ownership Plan $159M · 399
- Telapex, Inc. Employee Stock Ownership Plan $159M · 1,610
- Mdr Construction, Inc. Employee Stock Ownership Plan $94M · 349
- Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan $81M · 887
- F.L. Crane & Sons, Inc. Employee Stock Ownership Plan $78M · 325
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bna Bank Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bna Bank Employee Stock Ownership Plan assets move in 2023? ▼
How have Bna Bank plan assets changed over time? ▼
Which ESOP plans are similar in size to Bna Bank Employee Stock Ownership Plan? ▼
Next read for Bna Bank Employee Stock Ownership Plan
Multi-year trail
Ways to act on Bna Bank Employee Stock Ownership Plan's numbers.
- By total assets, Bna Bank Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Mississippi. Compare plans
- Bna Bank's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Finance & Insurance plans