401(k) · DOL Form 5500 · 2023

Phelps County Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
94
Participants Small participant base
86th
Percentile by assets National rank
$533,853
Avg per participant High balance/head
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Official DOL plan name: Phelps County Bank Employee Stock Ownership Plan · Sponsored by Phelps County Bancshares, Inc. · Missouri · Finance & Insurance

$50M in assets, 94 participants

Phelps County Bancshares, Inc.'s Phelps County Bank Employee Stock Ownership Plan reported $50M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,901 in Finance & Insurance (8,869 peers)

Where Phelps County Bank Employee Stock Ownership Plan sits by assets

Phelps County Bank Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 94 participants (~$533,853/participant), up 14.2% in 2023.

#6,901
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Phelps County Bank Employee Stock Ownership Plan's outsized position by total assets

Phelps County Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$50,182,163 Top 14% higher than 86% 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

Phelps County Bank 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. Phelps County Bank Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phelps County Bank Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Phelps County Bank Employee Stock Ownership Plan end-of-year assets rose from $44M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Phelps County Bank Employee Stock Ownership Plan reported participants fell from 95 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431146028 · Phelps County Bancshares, Inc. PY 2023 · 401(k)

Phelps County Bank Employee Stock Ownership Plan · $50M · 94 · 86th

  • ASSETS $50M
  • PCT 94
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Hearst Television, Inc. Union 401(k) Plan
  • IND ind #6901

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 Finance & Insurance retirement plans → · Plans in Missouri →

Phelps County Bank Employee Stock Ownership Plan in the asset neighbourhood

Michelman, Inc. Retirement and Savings PlanMichelman, Inc. Retirement a…$50MSeaman Development 401(k) PlanSeaman Development 401(k) Pl…$50MHearst Television, Inc. Union 401(k) PlanHearst Television, Inc. Unio…$50MPhelps County Bank Employee Stock Ownership PlanPhelps County Bank Employee …$50MVeenstra & Kimm, Inc. Profit Sharing PlanVeenstra & Kimm, Inc. Profit…$50M
End-of-year total assets ($M) among Phelps County Bank Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN431146028
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phelps County Bancshares, Inc.)

Sponsor-wide plan assets over time

All Phelps County Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 23.19023365824419% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.9M $54.1M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 95 $44M
2023 1 94 $50M
2024 1 103 $54M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phelps County Bank Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Phelps County Bank Employee Stock Ownership Plan, Total assets ($B): 0.050182163 · Participants: 94Phelps County Bank Employee Stock Ownership PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Phelps County Bank Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Phelps County Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Phelps County Bank Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Hearst Television, Inc. Union 401(k) Plan in NC ($50M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Phelps County Bank Employee Stock Ownership Plan assets move in 2023? ▼
Phelps County Bank Employee Stock Ownership Plan grew at a solid clip - up 14.2% during 2023, from $44M to $50M. Reported net income was $6M.
How have Phelps County Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phelps County Bancshares, Inc.'s sponsor-wide assets grew 23.2%, from $44M to $54M.
Where does Phelps County Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Phelps County Bank Employee Stock Ownership Plan ranks in the 86th 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 401(k) plans are similar in size to Phelps County Bank Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hearst Television, Inc. Union 401(k) Plan in NC ($50M, 510 participants).
Which 401(k) plans cover a similar participant headcount to Phelps County Bank Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 431146028.

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.