ESOP · DOL Form 5500 · 2023

Van Wert Federal Savings Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
32nd
Percentile by assets National rank
$164,822
Avg per participant Above 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, 14 participants

Van Wert Federal Savings Bank's Van Wert Federal Savings Bank Employee Stock Ownership Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,956 in Finance & Insurance (8,869 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 / 14 participants.

#1,956
in Finance & Insurance (8,869 peers)
+50.0%
assets growth YoY

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 2023 · DOL Form 5500

$2,307,510 32nd percentile higher than 32% 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

Van Wert Federal Savings 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. Van Wert Federal Savings Bank Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Van Wert Federal Savings Bank Employee Stock Ownership Plan reported net income rose from $84K in the plan year 2022 filing to $818K in the plan year 2023 filing.
  • Van Wert Federal Savings Bank Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Van Wert Federal Savings Bank Employee Stock Ownership Plan reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 344382025 · Van Wert Federal Savings Bank PY 2023 · ESOP

Van Wert Federal Savings Bank Employee Stock Ownership Plan · $2M · 14 · 32nd

  • SCH $2M
  • SCH 14
  • SCH 32nd
  • SCH ESOP
  • SCH near Cecil W Powell & Company Employee Stock Ownership Plan
  • SCH ind #1956

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…$2MCecil W Powell & Company Employee Stock Ownership PlanCecil W Powell & Company Emp…$2MOconee Savings & Loan Association Employee Stock Ownership PlanOconee Savings & Loan Associ…$2MH & C Tool Supply Corp. Employee Stock Ownership PlanH & C Tool Supply Corp. Empl…$2MMajr Products Corporation Employee Stock Ownership PlanMajr Products Corporation Em…$2M
End-of-year total assets ($M) among Van Wert Federal Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$902K
Net Income$818K
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 -100102030 Total assets ($B) Participants Van Wert Federal Savings Bank Employee Stock Ownership Plan, Total assets ($B): 0.00230751 · Participants: 14Van Wert Federal Savings Bank Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland 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 Cecil W Powell & Company Employee Stock Ownership Plan in FL ($2M); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Van Wert Federal Savings Bank Employee Stock Ownership Plan assets move in 2023? ▼
Van Wert Federal Savings Bank Employee Stock Ownership Plan surged - up 50.0% during 2023, from $2M to $2M. Reported net income was $818K.
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 Cecil W Powell & Company Employee Stock Ownership Plan in FL ($2M, 37 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 Eureka Homestead ESOP in LA (14 participants, $2M 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 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.