ESOP · DOL Form 5500 · 2023

Cb&t Bancshares Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
39
Participants Small participant base
26th
Percentile by assets National rank
$32,977
Avg per participant Low balance/head
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Official DOL plan name: Citizens Bank & Trust of Vivian Employee Stock Ownership Plan · Sponsored by Cb&t Bancshares Inc. · Louisiana · Finance & Insurance

$1M in assets, 39 participants

Cb&t Bancshares Inc.'s Citizens Bank & Trust of Vivian Employee Stock Ownership Plan reported $1M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,505 in Finance & Insurance (8,869 peers)

Cb&t Bancshares Inc. multi-year trail

Cb&t Bancshares Inc.'s plans moved -33.1% in assets from 2022 to 2024; this filing shows Citizens Bank & Trust of Vivian Employee Stock Ownership Plan at $1M / 39 participants.

#1,505
in Finance & Insurance (8,869 peers)
-22.2%
assets change YoY

The plan reported a net loss of $367K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Bank & Trust of Vivian Employee Stock Ownership Plan among the smaller filed plans by assets

Citizens Bank & Trust of Vivian Employee Stock Ownership Plan vs every filed plan by assets

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

$1,286,097 26th percentile higher than 26% 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

Citizens Bank & Trust of Vivian 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. Citizens Bank & Trust of Vivian 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

  • Citizens Bank & Trust of Vivian Employee Stock Ownership Plan reported net income fell from -$174K in the plan year 2022 filing to -$367K in the plan year 2023 filing.
  • Citizens Bank & Trust of Vivian Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Citizens Bank & Trust of Vivian Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721500192 · Cb&t Bancshares Inc. PY 2023 · ESOP

Citizens Bank & Trust of Vivian Employee Stock Ownership Plan · $1M · 39 · 26th

  • PHOTO $1M
  • IND 39
  • EOY 26th
  • 5500 ESOP
  • ASSETS near Air Conditioning & Heating Service Company Employee Stock Ownership Plan
  • PCT ind #1505

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 Louisiana →

Citizens Bank & Trust of Vivian Employee Stock Ownership Plan in the asset neighbourhood

Citizens Bank & Trust of Vivian Employee Stock Ownership PlanCitizens Bank & Trust of Viv…$1MAir Conditioning & Heating Service Company Employee Stock Ownership PlanAir Conditioning & Heating S…$1MSouthern Rubber Company, Inc. Employee Stock Ownership PlanSouthern Rubber Company, Inc…$1MPayless Building Supply Employee Stock Ownership PlanPayless Building Supply Empl…$1MScottdel Cushion, Inc. Employee Stock Ownership PlanScottdel Cushion, Inc. Emplo…$1M
End-of-year total assets ($M) among Citizens Bank & Trust of Vivian Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cb&t Bancshares Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cb&t Bancshares Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.069942607719405% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.65M $1.11M ▼ -32.7%
Year Plans Participants Total Assets
2022 1 43 $2M
2023 1 39 $1M
2024 1 37 $1M

Cb&t Bancshares Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$367K
Employer EIN721500192
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Citizens Bank & Trust of Vivian Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Citizens Bank & Trust of Vivian Employee Stock Ownership Plan, Total assets ($M): 1.286097 · Participants: 39Citizens Bank & Trust of Vivian Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing Corporation Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Citizens Bank & Trust of Vivian Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants

Citizens Bank & Trust of Vivian Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Air Conditioning & Heating Service Company Employee Stock Ownership Plan in NM ($1M); 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 Citizens Bank & Trust of Vivian Employee Stock Ownership Plan assets move in 2023?
Citizens Bank & Trust of Vivian Employee Stock Ownership Plan declined sharply - down 22.2% during 2023, from $2M to $1M. Reported net income was -$367K.
How have Cb&t Bancshares Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cb&t Bancshares Inc.'s sponsor-wide assets declined 33.1%, from $2M to $1M.
Which ESOP plans are similar in size to Citizens Bank & Trust of Vivian Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Air Conditioning & Heating Service Company Employee Stock Ownership Plan in NM ($1M, 10 participants).
Which ESOP plans cover a similar participant headcount to Citizens Bank & Trust of Vivian 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).