ESOP · DOL Form 5500 · 2023
Pinnacle Financial Corporation ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 291
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $28,648
- Avg per participant Low balance/head
Official DOL plan name: Pinnacle Financial Corporation Employee Stock Ownership Plan · Sponsored by Pinnacle Financial Corporation · Georgia · Finance & Insurance
$8M in assets, 291 participants
Pinnacle Financial Corporation's Pinnacle Financial Corporation Employee Stock Ownership Plan reported $8M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #3,512 in Finance & Insurance (8,869 peers)
Coverage in Georgia
Pinnacle Financial Corporation Employee Stock Ownership Plan covers 291 participants in Georgia, about 27% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.
- #3,512
- in Finance & Insurance (8,869 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pinnacle Financial Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Pinnacle Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,336,486 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pinnacle Financial Corporation 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. Pinnacle Financial Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (291 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pinnacle Financial Corporation Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$293K in the plan year 2023 filing.
- Pinnacle Financial Corporation Employee Stock Ownership Plan reported participants rose from 273 in the plan year 2022 filing to 291 in the plan year 2023 filing.
- Pinnacle Financial Corporation Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 580232548 · Pinnacle Financial Corporation PY 2023 · ESOP
Pinnacle Financial Corporation Employee Stock Ownership Plan · $8M · 291 · 55th
- 5500 $8M
- ASSETS 291
- PCT 55th
- EIN ESOP
- RANK near Insurance Office of America, Inc. Employee Stock Ownership Plan
- PHOTO ind #3512
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 Georgia →
Pinnacle Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$293K |
| Employer EIN | 580232548 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pinnacle Financial Corporation)
Sponsor-wide plan assets over time
All Pinnacle Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 3.973596269000727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $9M |
| 2023 | 1 | 291 | $8M |
| 2024 | 1 | 321 | $9M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
Pinnacle Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Insurance Office of America, Inc. Employee Stock Ownership Plan in FL ($8M); by covered participants it is Lynker Corporation Employee Stock Ownership Plan in VA (291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (291 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.