401(k) · DOL Form 5500 · 2023

Gillmor Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
101
Participants Small participant base
85th
Percentile by assets National rank
$489,431
Avg per participant High balance/head
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Official DOL plan name: Old Fort Banking Company Employee Stock Ownership and 401(k) Plan · Sponsored by Gillmor Financial Services, Inc. · Ohio · Management of Enterprises

$49M in assets, 101 participants

Gillmor Financial Services, Inc.'s Old Fort Banking Company Employee Stock Ownership and 401(k) Plan reported $49M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #767 in Management of Enterprises (1,137 peers)

Coverage in Ohio

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan covers 101 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $49M.

#767
in Management of Enterprises (1,137 peers)
-4.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$49,432,523 Top 15% higher than 85% 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

Old Fort Banking Company Employee Stock Ownership and 401(k) 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. Old Fort Banking Company Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Old Fort Banking Company Employee Stock Ownership and 401(k) Plan reported net income fell from $4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Old Fort Banking Company Employee Stock Ownership and 401(k) Plan reported participants rose from 85 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Old Fort Banking Company Employee Stock Ownership and 401(k) Plan end-of-year assets fell from $52M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341764632 · Gillmor Financial Services, Inc. PY 2023 · 401(k)

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan · $49M · 101 · 85th

  • ASSETS $49M
  • PCT 101
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Georgia Urology, P.a. 401(k) Savings Plan
  • IND ind #767

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 Management of Enterprises retirement plans → · Plans in Ohio →

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Resonac Graphite America, Inc. 401(k) PlanResonac Graphite America, In…$49MSimmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & TrustSimmons Perrine Moyer Bergma…$49MToray Advanced Composites USA Savings PlanToray Advanced Composites US…$49MOld Fort Banking Company Employee Stock Ownership and 401(k) PlanOld Fort Banking Company Emp…$49MGeorgia Urology, P.a. 401(k) Savings PlanGeorgia Urology, P.a. 401(k)…$49M
End-of-year total assets ($M) among Old Fort Banking Company Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$48M
Net Income-$1M
Employer EIN341764632
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gillmor Financial Services, Inc.)

Sponsor-wide plan assets over time

All Gillmor Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 1.29200262939628% vs 2022
2024 filing year
$49M$50M$51M$52M$53M 202220232024 $51.5M $52.2M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 85 $52M
2023 1 101 $49M
2024 1 102 $52M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Old Fort Banking Company Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.049432523 · Participants: 101Old Fort Banking Company Employee Stock Ownership and 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Old Fort Banking Company Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Georgia Urology, P.a. 401(k) Savings Plan in GA ($49M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Old Fort Banking Company Employee Stock Ownership and 401(k) Plan assets move in 2023? ▼
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan edged down modestly - down 4.1% during 2023, from $52M to $49M. Reported net income was -$1M.
How have Gillmor Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gillmor Financial Services, Inc.'s sponsor-wide assets grew 1.3%, from $52M to $52M.
Where does Old Fort Banking Company Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Old Fort Banking Company Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Georgia Urology, P.a. 401(k) Savings Plan in GA ($49M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Old Fort Banking Company Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 341764632.

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.