ESOP · DOL Form 5500 · 2023

Salisbury Bank and Trust Co. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
147
Participants Small participant base
40th
Percentile by assets National rank
$26,042
Avg per participant Low balance/head
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Official DOL plan name: Salisbury Bank and Trust Company Employee Stock Ownership Plan · Sponsored by Salisbury Bank and Trust Co. · Connecticut · Finance & Insurance

$4M in assets, 147 participants

Salisbury Bank and Trust Co.'s Salisbury Bank and Trust Company Employee Stock Ownership Plan reported $4M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,463 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Salisbury Bank and Trust Company Employee Stock Ownership Plan covers 147 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.

#2,463
in Finance & Insurance (8,869 peers)
+4.4%
assets growth YoY

Salisbury Bank and Trust Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Salisbury 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

$3,828,211 40th percentile higher than 40% 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

Salisbury Bank and Trust Company Employee Stock Ownership Plan 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. Salisbury Bank and Trust Company Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Salisbury Bank and Trust Company Employee Stock Ownership Plan reported net income fell from $606K in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • Salisbury Bank and Trust Company Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Salisbury Bank and Trust Company Employee Stock Ownership Plan reported participants fell from 149 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060521260 · Salisbury Bank and Trust Co. PY 2023 · ESOP

Salisbury Bank and Trust Company Employee Stock Ownership Plan · $4M · 147 · 40th

  • VS-ST $4M
  • BOY 147
  • SCH 40th
  • EBSA ESOP
  • PART near Ltm Inc. Employee Stock Ownership Plan
  • TYPE ind #2463

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 Connecticut →

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

Erect-a-Tube, Inc. Employee Stock Ownership PlanErect-a-Tube, Inc. Employee …$4MSalisbury Bank and Trust Company Employee Stock Ownership PlanSalisbury Bank and Trust Com…$4MLtm Inc. Employee Stock Ownership PlanLtm Inc. Employee Stock Owne…$4MCampbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & TrustCampbell Lumber & Supply Co.…$4MAccutrex Products, Inc. Employees Stock Ownership PlanAccutrex Products, Inc. Empl…$4M
End-of-year total assets ($M) among Salisbury Bank and Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$168K
Employer EIN060521260
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Salisbury Bank and Trust Co.)

Sponsor-wide plan assets over time

All Salisbury Bank and Trust Co. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $31.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 326 $32M
2023 2 329 $4M
2024 1 N/A N/A

Nearby ESOP Plans in Connecticut

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

Salisbury Bank and Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 -1000100200300400 Total assets ($M) Participants Salisbury Bank and Trust Company Employee Stock Ownership Plan, Total assets ($M): 3.828211 · Participants: 147Salisbury Bank and Trust Company Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Salisbury Bank and Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Salisbury Bank and Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Ltm Inc. Employee Stock Ownership Plan in NC ($4M); by covered participants it is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Salisbury Bank and Trust Company Employee Stock Ownership Plan assets move in 2023? ▼
Salisbury Bank and Trust Company Employee Stock Ownership Plan edged up modestly - up 4.4% during 2023, from $4M to $4M. Reported net income was $168K.
Which ESOP plans are similar in size to Salisbury Bank and Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ltm Inc. Employee Stock Ownership Plan in NC ($4M, 184 participants).
Which ESOP plans cover a similar participant headcount to Salisbury Bank and Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (147 participants, $8M 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 060521260.

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.