ESOP · DOL Form 5500 · 2023

Broadstreet Bank, Ssb ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
53
Participants Small participant base
39th
Percentile by assets National rank
$69,872
Avg per participant Below avg balance/head
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Official DOL plan name: Broadstreet Bank, Ssb Employee Stock Ownership Plan · Sponsored by Broadstreet Bank, Ssb · Texas · Finance & Insurance

$4M in assets, 53 participants

Broadstreet Bank, Ssb's Broadstreet Bank, Ssb Employee Stock Ownership Plan reported $4M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,423 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Broadstreet Bank, Ssb Employee Stock Ownership Plan holds $4M for 53 participants - about $69,872 per participant, in the lower half of filed plans by assets.

#2,423
in Finance & Insurance (8,869 peers)
-7.4%
assets change YoY

The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Broadstreet Bank, Ssb Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Broadstreet Bank, Ssb Employee Stock Ownership Plan vs every filed plan by assets

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

$3,703,199 39th percentile higher than 39% 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

Broadstreet Bank, Ssb 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. Broadstreet Bank, Ssb Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broadstreet Bank, Ssb Employee Stock Ownership Plan reported net income fell from $54K in the plan year 2022 filing to -$195K in the plan year 2023 filing.
  • Broadstreet Bank, Ssb Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Broadstreet Bank, Ssb Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750440734 · Broadstreet Bank, Ssb PY 2023 · ESOP

Broadstreet Bank, Ssb Employee Stock Ownership Plan · $4M · 53 · 39th

  • VS-ST $4M
  • VS-ST 53
  • VS-ST 39th
  • VS-ST ESOP
  • VS-ST near Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2423

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 Texas →

Broadstreet Bank, Ssb Employee Stock Ownership Plan in the asset neighbourhood

Integrus Holdings, Inc. Employee Stock Ownership PlanIntegrus Holdings, Inc. Empl…$4MKosmo Machine Inc. Employee Stock Ownership PlanKosmo Machine Inc. Employee …$4MAir Turbine Propeller Company Employee Stock Ownership PlanAir Turbine Propeller Compan…$4MBroadstreet Bank, Ssb Employee Stock Ownership PlanBroadstreet Bank, Ssb Employ…$4MFresno Plumbing & Heating, Inc. Employee Stock Ownership PlanFresno Plumbing & Heating, I…$4M
End-of-year total assets ($M) among Broadstreet Bank, Ssb Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income-$195K
Employer EIN750440734
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadstreet Bank, Ssb)

Sponsor-wide plan assets over time

All Broadstreet Bank, Ssb plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.250670007552517% vs 2022
2024 filing year
$3.6M$3.7M$3.8M$3.9M$4M$4.1M 202220232024 $4M $3.91M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 51 $4M
2023 1 53 $4M
2024 1 48 $4M

Nearby ESOP Plans in Texas

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

Broadstreet Bank, Ssb Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Broadstreet Bank, Ssb Employee Stock Ownership Plan, Total assets ($B): 0.003703199 · Participants: 53Broadstreet Bank, Ssb Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Broadstreet Bank, Ssb Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Broadstreet Bank, Ssb Employee Stock Ownership Plan side-by-side with 3 peers →

Broadstreet Bank, Ssb Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Broadstreet Bank, Ssb Employee Stock Ownership Plan assets move in 2023? ▼
Broadstreet Bank, Ssb Employee Stock Ownership Plan pulled back noticeably - down 7.4% during 2023, from $4M to $4M. Reported net income was -$195K.
How have Broadstreet Bank, Ssb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadstreet Bank, Ssb's sponsor-wide assets declined 2.3%, from $4M to $4M.
Which ESOP plans are similar in size to Broadstreet Bank, Ssb Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan in CA ($4M, 282 participants).
Which ESOP plans cover a similar participant headcount to Broadstreet Bank, Ssb Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 750440734.

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.