ESOP · DOL Form 5500 · 2023

Pioneer Bank ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
101
Participants Small participant base
56th
Percentile by assets National rank
$87,387
Avg per participant Below avg balance/head
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Official DOL plan name: Pioneer Bank Employee Stock Ownership Plan · Sponsored by Pioneer Bank · New Mexico · Finance & Insurance

$9M in assets, 101 participants

Pioneer Bank's Pioneer Bank Employee Stock Ownership Plan reported $9M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,614 in Finance & Insurance (8,869 peers)

Coverage in New Mexico

Pioneer Bank Employee Stock Ownership Plan covers 101 participants in New Mexico, about 28% of the average New Mexico filer (state average ~365 per filing). Assets: $9M.

#3,614
in Finance & Insurance (8,869 peers)
+7.8%
assets growth YoY

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

$8,826,087 Top 44% higher than 56% 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 (101 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 $1M in the plan year 2022 filing to $852K in the plan year 2023 filing.
  • Pioneer Bank Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 850065555 · Pioneer Bank PY 2023 · ESOP

Pioneer Bank Employee Stock Ownership Plan · $9M · 101 · 56th

  • VS-ST $9M
  • BOY 101
  • SCH 56th
  • EBSA ESOP
  • PART near Anderson Insurance Associates Employee Stock Ownership Plan
  • TYPE ind #3614

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 Mexico →

Pioneer Bank Employee Stock Ownership Plan in the asset neighbourhood

Pioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$9MAnderson Insurance Associates Employee Stock Ownership PlanAnderson Insurance Associate…$9MCitadel Environmental Services, Inc. Employee Stock Ownership PlanCitadel Environmental Servic…$9MCallahan & Associates, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. …$9MAutomated Conveyor Systems, Inc. Employee Stock Ownership PlanAutomated Conveyor Systems, …$9M
End-of-year total assets ($M) among Pioneer Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$852K
Employer EIN850065555
Plan Effective Date2014-01-01
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
$16M 16.67281530465777% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 241 $14M
2023 2 243 $15M
2024 2 270 $16M

Nearby ESOP Plans in New Mexico

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

Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Pioneer Bank Employee Stock Ownership Plan, Total assets ($M): 8.826087 · Participants: 101Pioneer Bank Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanAzurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan
Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, 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 Mexico, the nearest ESOP by assets is Anderson Insurance Associates Employee Stock Ownership Plan in SC ($9M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants). Same-state nearby plans are listed separately above.

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 grew at a solid clip - up 7.8% during 2023, from $8M to $9M. Reported net income was $852K.
How have Pioneer Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Bank's sponsor-wide assets grew 16.7%, from $14M to $16M.
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 Anderson Insurance Associates Employee Stock Ownership Plan in SC ($9M, 60 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 United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants, $5M 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 850065555.

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.