ESOP · DOL Form 5500 · 2023

Bna Bank ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
89
Participants Small participant base
60th
Percentile by assets National rank
$119,150
Avg per participant Near avg balance/head
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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.

  • #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.

#3,963
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY

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

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

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

Bna 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. Bna Bank Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640117070 · Bna Bank PY 2023 · ESOP

Bna Bank Employee Stock Ownership Plan · $11M · 89 · 60th

  • EIN $11M
  • EIN 89
  • EIN 60th
  • EIN ESOP
  • EIN near Northern Habilitative Services Employee Stock Ownership Plan
  • EIN ind #3963

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 Mississippi →

Bna Bank Employee Stock Ownership Plan in the asset neighbourhood

Northern Habilitative Services Employee Stock Ownership PlanNorthern Habilitative Servic…$11MNortheast Bank Employee Stock Ownership PlanNortheast Bank Employee Stoc…$11MBna Bank Employee Stock Ownership PlanBna Bank Employee Stock Owne…$11MKoberstein Holdings, Inc. Employee Stock Ownership Plan & TrustKoberstein Holdings, Inc. Em…$11MDazey's, Inc. Employee Stock Ownership PlanDazey's, Inc. Employee Stock…$11M
End-of-year total assets ($M) among Bna Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bna Bank multi-year asset trail

Sponsor-wide plan assets over time

All Bna Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 21.5079360264153% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.74M $10.6M ▲ +21.4%
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 EIN640117070
Plan Effective Date1993-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 0500100015002000 050100150200 Total assets ($M) Participants Bna Bank Employee Stock Ownership Plan, Total assets ($M): 10.604337 · Participants: 89Bna Bank Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 159.396413 · Participants: 399Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 159.125246 · Participants: 1610Telapex, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.605073 · Participants: 349Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.926488 · Participants: 887Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.794773 · Participants: 325F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
Bna Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Bna Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest ESOP by assets is Northern Habilitative Services Employee Stock Ownership Plan in MN ($11M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Bna Bank Employee Stock Ownership Plan assets move in 2023? ▼
Bna Bank Employee Stock Ownership Plan grew sharply - up 21.4% during 2023, from $9M to $11M. Reported net income was $919K.
How have Bna Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bna Bank's sponsor-wide assets grew 21.5%, from $9M to $11M.
Which ESOP plans are similar in size to Bna Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Northern Habilitative Services Employee Stock Ownership Plan in MN ($11M, 157 participants).
Which ESOP plans cover a similar participant headcount to Bna Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants, $84M 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 640117070.

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.