ESOP · DOL Form 5500 · 2023

Pinnacle Financial Group, Inc. ESOP

Data updated 2026-08-25

$249K
Total assets Small plan by assets
9
Participants Small participant base
12th
Percentile by assets National rank
$27,659
Avg per participant Low balance/head
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Official DOL plan name: Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Pinnacle Financial Group, Inc. · Maryland · Administrative & Support Services

$249K in assets, 9 participants

Pinnacle Financial Group, Inc.'s Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust reported $249K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,208 in Administrative & Support Services (4,372 peers)

What the 2023 filing shows

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust holds $249K for 9 participants - about $27,659 per participant, among the smaller plans by assets on file.

#1,208
in Administrative & Support Services (4,372 peers)
-3.7%
assets change YoY

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$248,927 12th percentile higher than 12% 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

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 14 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $258K in the plan year 2022 filing to $249K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472623474 · Pinnacle Financial Group, Inc. PY 2023 · ESOP

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust · $249K · 9 · 12th

  • PHOTO $249K
  • IND 9
  • EOY 12th
  • 5500 ESOP
  • ASSETS near J. D. Hendley & Associates, Inc. E.S.O.P.
  • PCT ind #1208

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 Maryland →

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and TrustPinnacle Financial Group, In…$249KJ. D. Hendley & Associates, Inc. E.S.O.P.J. D. Hendley & Associates, …$249KNorth American Transportation Solutions, Inc. Employee Stock Ownership PlanNorth American Transportatio…$250KSjh Derm, Inc. Employee Stock Ownership PlanSjh Derm, Inc. Employee Stoc…$250KCustom Interface, Inc. Employee Stock Ownership Plan and TrustCustom Interface, Inc. Emplo…$251K
End-of-year total assets ($M) among Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$258K
Net Assets (End of Year)-$377K
Net Income$70K
Employer EIN472623474
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Financial Group, Inc.)

Sponsor-wide plan assets over time

All Pinnacle Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$242K 6.2726829532528035% vs 2022
2024 filing year
$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.26M $0.24M ▼ -7.7%
Year Plans Participants Total Assets
2022 1 14 $258K
2023 1 9 $249K
2024 1 13 $242K

Nearby ESOP Plans in Maryland

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

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000248927 · Participants: 9Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and TrustEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is J. D. Hendley & Associates, Inc. E.S.O.P. in GA ($249K); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 3.7% during 2023, from $258K to $249K. Reported net income was $70K.
How have Pinnacle Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Financial Group, Inc.'s sponsor-wide assets declined 6.3%, from $258K to $242K.
Where does Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 12th 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 Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is J. D. Hendley & Associates, Inc. E.S.O.P. in GA ($249K, 4 participants).
Which ESOP plans cover a similar participant headcount to Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants, N/A 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 472623474.

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.