ESOP · DOL Form 5500 · 2023

Heritage Community Bank ESOP

Data updated 2026-08-25

$643K
Total assets Small plan by assets
39
Participants Small participant base
20th
Percentile by assets National rank
$16,480
Avg per participant Low balance/head
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Official DOL plan name: Heritage Community Bank Employee Stock Ownership Plan · Sponsored by Heritage Community Bank · Tennessee · Finance & Insurance

$643K in assets, 39 participants

Heritage Community Bank's Heritage Community Bank Employee Stock Ownership Plan reported $643K in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,095 in Finance & Insurance (8,869 peers)

Heritage Community Bank multi-year trail

Heritage Community Bank's plans moved +17.2% in assets from 2022 to 2024; this filing shows Heritage Community Bank Employee Stock Ownership Plan at $643K / 39 participants.

#1,095
in Finance & Insurance (8,869 peers)
+10.4%
assets growth YoY

Heritage Community Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Heritage Community Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$642,702 20th percentile higher than 20% 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

Heritage Community 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. Heritage Community Bank Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Community Bank Employee Stock Ownership Plan reported net income fell from $159K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Heritage Community Bank Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2022 filing to 39 in the plan year 2023 filing.
  • Heritage Community Bank Employee Stock Ownership Plan end-of-year assets rose from $582K in the plan year 2022 filing to $643K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820587218 · Heritage Community Bank PY 2023 · ESOP

Heritage Community Bank Employee Stock Ownership Plan · $643K · 39 · 20th

  • PCT $643K
  • EIN 39
  • RANK 20th
  • PHOTO ESOP
  • IND near Arnold Insurance Agency Employee Stock Ownership Plan
  • EOY ind #1095

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 Tennessee →

Heritage Community Bank Employee Stock Ownership Plan in the asset neighbourhood

Pdq Food Stores, Inc Employee Stock Ownership PlanPdq Food Stores, Inc Employe…$647KArt T Zine, Inc. Employee Stock Ownership Plan and TrustArt T Zine, Inc. Employee St…$647KHeritage Community Bank Employee Stock Ownership PlanHeritage Community Bank Empl…$643KArnold Insurance Agency Employee Stock Ownership PlanArnold Insurance Agency Empl…$641KNetquest Corporation Employee Stock Ownership PlanNetquest Corporation Employe…$639K
End-of-year total assets ($M) among Heritage Community Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Heritage Community Bank multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Community Bank plans reported in each filing year

Latest sponsor-wide plan assets
$682K 17.186901455145748% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.58M $0.68M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 29 $582K
2023 1 39 $643K
2024 1 37 $682K

Heritage Community Bank filing trail (2023)

Total Assets (Beginning of Year)$582K
Net Assets (End of Year)$643K
Net Income$61K
Employer EIN820587218
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Heritage Community Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Heritage Community Bank Employee Stock Ownership Plan, Total assets ($M): 0.642702 · Participants: 39Heritage Community Bank Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Heritage Community Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Heritage Community Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Community Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Arnold Insurance Agency Employee Stock Ownership Plan in OH ($641K); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 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 Heritage Community Bank Employee Stock Ownership Plan assets move in 2023? ▼
Heritage Community Bank Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2023, from $582K to $643K. Reported net income was $61K.
How have Heritage Community Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Community Bank's sponsor-wide assets grew 17.2%, from $582K to $682K.
Where does Heritage Community Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Heritage Community Bank Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Heritage Community Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arnold Insurance Agency Employee Stock Ownership Plan in OH ($641K, 11 participants).
Which ESOP plans cover a similar participant headcount to Heritage Community Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 820587218.

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.