ESOP · DOL Form 5500 · 2023

Banktennessee Bancshares, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
66
Participants Small participant base
36th
Percentile by assets National rank
$46,175
Avg per participant Low balance/head
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Official DOL plan name: Banktennessee Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Banktennessee Bancshares, Inc. · Tennessee · Finance & Insurance

$3M in assets, 66 participants

Banktennessee Bancshares, Inc.'s Banktennessee Bancshares, Inc. Employee Stock Ownership Plan reported $3M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,209 in Finance & Insurance (8,869 peers)

Banktennessee Bancshares, Inc. multi-year trail

Banktennessee Bancshares, Inc.'s plans moved +11.9% in assets from 2022 to 2024; this filing shows Banktennessee Bancshares, Inc. Employee Stock Ownership Plan at $3M / 66 participants.

#2,209
in Finance & Insurance (8,869 peers)
+3.1%
assets growth YoY

Banktennessee Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Banktennessee Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,047,522 36th percentile higher than 36% 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

Banktennessee Bancshares, Inc. 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. Banktennessee Bancshares, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Banktennessee Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $188K in the plan year 2022 filing to $309K in the plan year 2023 filing.
  • Banktennessee Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Banktennessee Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260777808 · Banktennessee Bancshares, Inc. PY 2023 · ESOP

Banktennessee Bancshares, Inc. Employee Stock Ownership Plan · $3M · 66 · 36th

  • EIN $3M
  • EIN 66
  • EIN 36th
  • EIN ESOP
  • EIN near Gemco, Inc. Employee Stock Ownership Plan
  • EIN ind #2209

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 Tennessee →

Banktennessee Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Banktennessee Bancshares, Inc. Employee Stock Ownership PlanBanktennessee Bancshares, In…$3MGemco, Inc. Employee Stock Ownership PlanGemco, Inc. Employee Stock O…$3MHambro Forest Products, Inc. Employee Stock Ownership PlanHambro Forest Products, Inc.…$3MEmsi, Inc. Employee Stock Ownership PlanEmsi, Inc. Employee Stock Ow…$3MNatural Beauty Growers Employee Stock Ownership PlanNatural Beauty Growers Emplo…$3M
End-of-year total assets ($M) among Banktennessee Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Banktennessee Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Banktennessee Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.879235599132137% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M 202220232024 $2.96M $3.31M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 58 $3M
2023 1 66 $3M
2024 1 68 $3M

Banktennessee Bancshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$309K
Employer EIN260777808
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Banktennessee Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Banktennessee Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.047522 · Participants: 66Banktennessee Bancshares, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Banktennessee Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Banktennessee Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Banktennessee Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Gemco, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 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 Banktennessee Bancshares, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Banktennessee Bancshares, Inc. Employee Stock Ownership Plan edged up modestly - up 3.1% during 2023, from $3M to $3M. Reported net income was $309K.
How have Banktennessee Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banktennessee Bancshares, Inc.'s sponsor-wide assets grew 11.9%, from $3M to $3M.
Which ESOP plans are similar in size to Banktennessee Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gemco, Inc. Employee Stock Ownership Plan in IL ($3M, 46 participants).
Which ESOP plans cover a similar participant headcount to Banktennessee Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 260777808.

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.