ESOP · DOL Form 5500 · 2023

Old Mission Bancorp, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
26th
Percentile by assets National rank
$70,475
Avg per participant Below avg balance/head
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Official DOL plan name: Old Mission Employee Stock Ownership Plan · Sponsored by Old Mission Bancorp, Inc. · Michigan · Finance & Insurance

$1M in assets, 19 participants

Old Mission Bancorp, Inc.'s Old Mission Employee Stock Ownership Plan reported $1M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,536 in Finance & Insurance (8,869 peers)

2023 asset change

Old Mission Employee Stock Ownership Plan surged 32.8% in 2023 ($1M → $1M) for 19 participants.

#1,536
in Finance & Insurance (8,869 peers)
+32.8%
assets growth YoY

Old Mission Employee Stock Ownership Plan among the smaller filed plans by assets

Old Mission Employee Stock Ownership Plan vs every filed plan by assets

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

$1,339,016 26th percentile higher than 26% 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 Mission 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. Old Mission Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Old Mission Employee Stock Ownership Plan reported net income rose from -$28K in the plan year 2022 filing to $331K in the plan year 2023 filing.
  • Old Mission Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Old Mission Employee Stock Ownership Plan reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383458580 · Old Mission Bancorp, Inc. PY 2023 · ESOP

Old Mission Employee Stock Ownership Plan · $1M · 19 · 26th

  • RANK $1M
  • RANK 19
  • RANK 26th
  • RANK ESOP
  • RANK near Cobec Consulting, Inc. Employee Stock Ownership Plan
  • RANK ind #1536

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 Michigan →

Old Mission Employee Stock Ownership Plan in the asset neighbourhood

Old Mission Employee Stock Ownership PlanOld Mission Employee Stock O…$1MCobec Consulting, Inc. Employee Stock Ownership PlanCobec Consulting, Inc. Emplo…$1MLincus, Inc. Employee Stock Ownership PlanLincus, Inc. Employee Stock …$1MMjm Architects, Inc. Employee Stock Ownership PlanMjm Architects, Inc. Employe…$1MAres Holding Corporation Employee Stock Ownership PlanAres Holding Corporation Emp…$1M
End-of-year total assets ($M) among Old Mission Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Old Mission Bancorp, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Old Mission Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 19 $1M
2024 1 N/A N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$331K
Employer EIN383458580
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Old Mission Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Old Mission Employee Stock Ownership Plan, Total assets ($B): 0.001339016 · Participants: 19Old Mission Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Old Mission Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Old Mission Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Cobec Consulting, Inc. Employee Stock Ownership Plan in DC ($1M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Mission Employee Stock Ownership Plan assets move in 2023? ▼
Old Mission Employee Stock Ownership Plan surged - up 32.8% during 2023, from $1M to $1M. Reported net income was $331K.
Which ESOP plans are similar in size to Old Mission Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cobec Consulting, Inc. Employee Stock Ownership Plan in DC ($1M, 103 participants).
Which ESOP plans cover a similar participant headcount to Old Mission Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 383458580.

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.