ESOP · DOL Form 5500 · 2023

D.L. Evans Bank ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
453
Participants Below avg headcount
83rd
Percentile by assets National rank
$87,462
Avg per participant Below avg balance/head
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Official DOL plan name: D.L. Evans Bank Employees Stock Ownership Plan and Trust · Sponsored by D.L. Evans Bank · Idaho · Finance & Insurance

$40M in assets, 453 participants

D.L. Evans Bank's D.L. Evans Bank Employees Stock Ownership Plan and Trust reported $40M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,552 in Finance & Insurance (8,869 peers)

Where D.L. Evans Bank Employees Stock Ownership Plan and Trust sits by assets

D.L. Evans Bank Employees Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $40M for 453 participants (~$87,462/participant), up 10.2% in 2023.

#6,552
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

D.L. Evans Bank Employees Stock Ownership Plan and Trust's outsized position by total assets

D.L. Evans Bank Employees Stock Ownership Plan and Trust vs every filed plan by assets

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

$39,620,230 Top 17% higher than 83% 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

D.L. Evans Bank Employees Stock Ownership Plan and Trust 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. D.L. Evans Bank Employees Stock Ownership Plan and Trust sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D.L. Evans Bank Employees Stock Ownership Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • D.L. Evans Bank Employees Stock Ownership Plan and Trust end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • D.L. Evans Bank Employees Stock Ownership Plan and Trust reported participants rose from 437 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820117415 · D.L. Evans Bank PY 2023 · ESOP

D.L. Evans Bank Employees Stock Ownership Plan and Trust · $40M · 453 · 83rd

  • BOY $40M
  • BOY 453
  • BOY 83rd
  • BOY ESOP
  • BOY near Kenneth's Profit Sharing and Retirement Plan
  • BOY ind #6552

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 Idaho →

D.L. Evans Bank Employees Stock Ownership Plan and Trust in the asset neighbourhood

Basden Steel Corp Employee Stock Ownership PlanBasden Steel Corp Employee S…$40MMounds East, Inc. Employee Stock Ownership PlanMounds East, Inc. Employee S…$40MD.L. Evans Bank Employees Stock Ownership Plan and TrustD.L. Evans Bank Employees St…$40MKenneth's Profit Sharing and Retirement PlanKenneth's Profit Sharing and…$40MStoneage Employee Stock Ownership PlanStoneage Employee Stock Owne…$40M
End-of-year total assets ($M) among D.L. Evans Bank Employees Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN820117415
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.L. Evans Bank)

Sponsor-wide plan assets over time

All D.L. Evans Bank plans reported in each filing year

Latest sponsor-wide plan assets
$72M 14.349602062419905% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $63.2M $72.3M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 870 $63M
2023 2 885 $72M
2024 2 870 $72M

Nearby ESOP Plans in Idaho

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

D.L. Evans Bank Employees Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants D.L. Evans Bank Employees Stock Ownership Plan and Trust, Total assets ($B): 0.03962023 · Participants: 453D.L. Evans Bank Employees Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
D.L. Evans Bank Employees Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare D.L. Evans Bank Employees Stock Ownership Plan and Trust side-by-side with 3 peers →

D.L. Evans Bank Employees Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Kenneth's Profit Sharing and Retirement Plan in OH ($40M); by covered participants it is Itac ESOP Retirement Plan and Trust in VA (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 D.L. Evans Bank Employees Stock Ownership Plan and Trust assets move in 2023? ▼
D.L. Evans Bank Employees Stock Ownership Plan and Trust grew at a solid clip - up 10.2% during 2023, from $36M to $40M. Reported net income was $4M.
How have D.L. Evans Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.L. Evans Bank's sponsor-wide assets grew 14.3%, from $63M to $72M.
Where does D.L. Evans Bank Employees Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
D.L. Evans Bank Employees Stock Ownership Plan and Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to D.L. Evans Bank Employees Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Kenneth's Profit Sharing and Retirement Plan in OH ($40M, 268 participants).
Which ESOP plans cover a similar participant headcount to D.L. Evans Bank Employees Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Itac ESOP Retirement Plan and Trust in VA (453 participants, $9M 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 820117415.

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.