ESOP · DOL Form 5500 · 2022

Van Wert Federal Savings Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
30th
Percentile by assets National rank
$90,491
Avg per participant Below avg balance/head
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Official DOL plan name: Van Wert Federal Savings Bank Employee Stock Ownership Plan · Sponsored by Van Wert Federal Savings Bank · Ohio · Finance & Insurance

$2M in assets, 17 participants

Van Wert Federal Savings Bank's Van Wert Federal Savings Bank Employee Stock Ownership Plan reported $2M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,871 in Finance & Insurance (9,261 peers)

Van Wert Federal Savings Bank multi-year trail

Van Wert Federal Savings Bank's plans moved +66.1% in assets from 2022 to 2024; this filing shows Van Wert Federal Savings Bank Employee Stock Ownership Plan at $2M / 17 participants.

#1,871
in Finance & Insurance (9,261 peers)
$84K
reported net income

Van Wert Federal Savings Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Van Wert Federal Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,538,340 30th percentile higher than 30% of 139,123 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 2022

Van Wert Federal Savings Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Wert Federal Savings Bank Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 344382025 · Van Wert Federal Savings Bank PY 2022 · ESOP

Van Wert Federal Savings Bank Employee Stock Ownership Plan · $2M · 17 · 30th

  • RANK $2M
  • PHOTO 17
  • IND 30th
  • EOY ESOP
  • 5500 near Demcon Concrete Employee Stock Ownership Plan
  • ASSETS ind #1871

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 Ohio →

Van Wert Federal Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Van Wert Federal Savings Bank Employee Stock Ownership PlanVan Wert Federal Savings Ban…$2MDemcon Concrete Employee Stock Ownership PlanDemcon Concrete Employee Sto…$2MSunwest Supply, Inc. Employee Stock Ownership PlanSunwest Supply, Inc. Employe…$2MSnell-Zornig Funeral Homes, Inc. ESOPSnell-Zornig Funeral Homes, …$2MRobert Clapper Construction Services, Inc. ESOPRobert Clapper Construction …$2M
End-of-year total assets ($M) among Van Wert Federal Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Van Wert Federal Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Van Wert Federal Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 66.07472990366239% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.54M $2.55M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 14 $2M
2024 1 9 $3M

Van Wert Federal Savings Bank filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$84K
Net Income$84K
Employer EIN344382025
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Van Wert Federal Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Van Wert Federal Savings Bank Employee Stock Ownership Plan, Total assets ($B): 0.00153834 · Participants: 17Van Wert Federal Savings Bank Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Van Wert Federal Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Van Wert Federal Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Van Wert Federal Savings Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Demcon Concrete Employee Stock Ownership Plan in CA ($2M); by covered participants it is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Van Wert Federal Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Wert Federal Savings Bank's sponsor-wide assets grew 66.1%, from $2M to $3M.
Which ESOP plans are similar in size to Van Wert Federal Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Demcon Concrete Employee Stock Ownership Plan in CA ($2M, 94 participants).
Which ESOP plans cover a similar participant headcount to Van Wert Federal Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 344382025.

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.