ESOP · DOL Form 5500 · 2023

Bank of Oak Ridge ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
66
Participants Small participant base
43rd
Percentile by assets National rank
$72,029
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of Oak Ridge Employee Stock Ownership Plan and Trust · Sponsored by Bank of Oak Ridge · North Carolina · Finance & Insurance

$5M in assets, 66 participants

Bank of Oak Ridge's Bank of Oak Ridge Employee Stock Ownership Plan and Trust reported $5M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,708 in Finance & Insurance (8,869 peers)

Bank of Oak Ridge multi-year trail

Bank of Oak Ridge's plans moved +14.4% in assets from 2022 to 2024; this filing shows Bank of Oak Ridge Employee Stock Ownership Plan and Trust at $5M / 66 participants.

#2,708
in Finance & Insurance (8,869 peers)
-2.1%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,753,910 43rd percentile higher than 43% 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

Bank of Oak Ridge Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Oak Ridge Employee Stock Ownership Plan and Trust is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Oak Ridge Employee Stock Ownership Plan and Trust reported net income fell from $118K in the plan year 2022 filing to -$100K in the plan year 2023 filing.
  • Bank of Oak Ridge Employee Stock Ownership Plan and Trust reported participants rose from 61 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Bank of Oak Ridge Employee Stock Ownership Plan and Trust end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562149229 · Bank of Oak Ridge PY 2023 · ESOP

Bank of Oak Ridge Employee Stock Ownership Plan and Trust · $5M · 66 · 43rd

  • PHOTO $5M
  • PHOTO 66
  • PHOTO 43rd
  • PHOTO ESOP
  • PHOTO near Midwest Transatlantic Lines, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2708

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 North Carolina →

Bank of Oak Ridge Employee Stock Ownership Plan and Trust in the asset neighbourhood

Geotex Construction Services, Inc. Employee Stock Ownership PlanGeotex Construction Services…$5MUnited Machine Company, Inc. Employee Stock Ownership PlanUnited Machine Company, Inc.…$5MBank of Oak Ridge Employee Stock Ownership Plan and TrustBank of Oak Ridge Employee S…$5MMidwest Transatlantic Lines, Inc. Employee Stock Ownership PlanMidwest Transatlantic Lines,…$5MNusource Holdings, Inc Employee Stock Ownership PlanNusource Holdings, Inc Emplo…$5M
End-of-year total assets ($M) among Bank of Oak Ridge Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bank of Oak Ridge multi-year asset trail

Sponsor-wide plan assets over time

All Bank of Oak Ridge plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.39506540599013% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.85M $5.55M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 61 $5M
2023 1 66 $5M
2024 1 70 $6M

Bank of Oak Ridge filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$100K
Employer EIN562149229
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Bank of Oak Ridge Employee Stock Ownership Plan and Trust, Total assets ($M): 4.75391 · Participants: 66Bank of Oak Ridge Employee Stock Ownership Plan and TrustColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Bank of Oak Ridge Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Midwest Transatlantic Lines, Inc. Employee Stock Ownership Plan in OH ($5M); 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 Bank of Oak Ridge Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Bank of Oak Ridge Employee Stock Ownership Plan and Trust edged down modestly - down 2.1% during 2023, from $5M to $5M. Reported net income was -$100K.
How have Bank of Oak Ridge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Oak Ridge's sponsor-wide assets grew 14.4%, from $5M to $6M.
Which ESOP plans are similar in size to Bank of Oak Ridge Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Midwest Transatlantic Lines, Inc. Employee Stock Ownership Plan in OH ($5M, 47 participants).
Which ESOP plans cover a similar participant headcount to Bank of Oak Ridge Employee Stock Ownership Plan and Trust? ▼
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 562149229.

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.