ESOP · DOL Form 5500 · 2023

Planters Bank and Trust Company ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
81
Participants Small participant base
75th
Percentile by assets National rank
$277,594
Avg per participant High balance/head
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Official DOL plan name: Planters Bank and Trust Company Employee Stock Ownership Plan · Sponsored by Planters Bank and Trust Company · Mississippi · Finance & Insurance

$22M in assets, 81 participants

Planters Bank and Trust Company's Planters Bank and Trust Company Employee Stock Ownership Plan reported $22M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,499 in Finance & Insurance (8,869 peers)

Where Planters Bank and Trust Company Employee Stock Ownership Plan sits by assets

Planters Bank and Trust Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 81 participants (~$277,594/participant), up 1.8% in 2023.

#5,499
in Finance & Insurance (8,869 peers)
+1.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Planters Bank and Trust Company Employee Stock Ownership Plan's outsized position by total assets

Planters Bank and Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$22,485,078 Top 25% higher than 75% 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

Planters Bank and Trust Company 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. Planters Bank and Trust Company Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planters Bank and Trust Company Employee Stock Ownership Plan reported net income rose from -$620K in the plan year 2022 filing to $398K in the plan year 2023 filing.
  • Planters Bank and Trust Company Employee Stock Ownership Plan reported participants fell from 89 in the plan year 2022 filing to 81 in the plan year 2023 filing.
  • Planters Bank and Trust Company Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640223390 · Planters Bank and Trust Company PY 2023 · ESOP

Planters Bank and Trust Company Employee Stock Ownership Plan · $22M · 81 · 75th

  • EOY $22M
  • EOY 81
  • EOY 75th
  • EOY ESOP
  • EOY near Rampart Multifamily, Inc. Employee Stock Ownership Plan
  • EOY ind #5499

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 Mississippi →

Planters Bank and Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Henson Robinson Company Employee Stock Ownership PlanHenson Robinson Company Empl…$23MRampart Multifamily, Inc. Employee Stock Ownership PlanRampart Multifamily, Inc. Em…$23MPlanters Bank and Trust Company Employee Stock Ownership PlanPlanters Bank and Trust Comp…$22MPariveda Solutions, Inc. Employee Stock Ownership PlanPariveda Solutions, Inc. Emp…$22MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$22M
End-of-year total assets ($M) among Planters Bank and Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income$398K
Employer EIN640223390
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planters Bank and Trust Company)

Sponsor-wide plan assets over time

All Planters Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$58M 20.29892299181783% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48M $57.7M ▲ +20.3%
Year Plans Participants Total Assets
2022 2 341 $48M
2023 2 330 $52M
2024 2 332 $58M

Nearby ESOP Plans in Mississippi

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

Planters Bank and Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200 Total assets ($M) Participants Planters Bank and Trust Company Employee Stock Ownership Plan, Total assets ($M): 22.485078 · Participants: 81Planters Bank and Trust Company Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 159.396413 · Participants: 399Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 159.125246 · Participants: 1610Telapex, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.605073 · Participants: 349Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.926488 · Participants: 887Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.794773 · Participants: 325F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
Planters Bank and Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Planters Bank and Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

Planters Bank and Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Mississippi, the nearest ESOP by assets is Rampart Multifamily, Inc. Employee Stock Ownership Plan in TX ($23M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Planters Bank and Trust Company Employee Stock Ownership Plan assets move in 2023? ▼
Planters Bank and Trust Company Employee Stock Ownership Plan edged up modestly - up 1.8% during 2023, from $22M to $22M. Reported net income was $398K.
How have Planters Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planters Bank and Trust Company's sponsor-wide assets grew 20.3%, from $48M to $58M.
Where does Planters Bank and Trust Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Planters Bank and Trust Company Employee Stock Ownership Plan ranks in the 75th 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 Planters Bank and Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rampart Multifamily, Inc. Employee Stock Ownership Plan in TX ($23M, 98 participants).
Which ESOP plans cover a similar participant headcount to Planters Bank and Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (81 participants, $18M 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 640223390.

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.