ESOP · DOL Form 5500 · 2023
Columbia Bank ESOP
Data updated 2026-08-11
- $86M
- Total assets
- 729
- Participants
- 90th
- Percentile by assets
- $117,381
- Avg per participant
Official DOL plan name: Columbia Bank Employee Stock Ownership Plan · Sponsored by Columbia Bank · New Jersey · Finance & Insurance
$86M in assets, 729 participants
Columbia Bank's Columbia Bank Employee Stock Ownership Plan reported $86M in total assets and 729 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #7,537 in Finance & Insurance (8,869 peers)
Where Columbia Bank Employee Stock Ownership Plan sits by assets
Columbia Bank Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $86M for 729 participants (~$117,381/participant), down 11.7% in 2023.
- $86M
- total plan assets (2023 EOY)
- 729
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $117,381
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Columbia Bank Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
- Columbia Bank Employee Stock Ownership Plan reported participants rose from 609 in the plan year 2022 filing to 729 in the plan year 2023 filing.
- Columbia Bank Employee Stock Ownership Plan end-of-year assets fell from $97M in the plan year 2022 filing to $86M in the plan year 2023 filing.
Columbia Bank Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Columbia Bank Employee Stock Ownership Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$10M |
| Employer EIN | 220900560 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Columbia Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,605 | $645M |
| 2023 | 3 | 1,811 | $681M |
| 2024 | 3 | 1,737 | $710M |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
Columbia Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
- Okonite Company Employees Stock Ownership Plan $421M · 1,127
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $309M · 1,571
- Conair LLC Savings and Investment Plan $301M · 1,050
- Amboy Bancorporation Employee Stock Ownership Plan $107M · 193
- Employees' Stock Ownership Plan of Cenlar Capital Corporation $62M · 2,710
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Columbia Bank Employee Stock Ownership Plan by total assets, not by location.
- Southwestern Financial Corporation Employee Stock Ownership Plan (AZ) $86M · 157
- Shared Medical Services Employee Stock Ownership Plan (WI) $86M · 317
- Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan (MO) $85M · 612
- Acct Holdings, Inc. Employee Stock Ownership Plan (PA) $85M · 6,885
Frequently Asked Questions
How did Columbia Bank Employee Stock Ownership Plan assets move in 2023? ▼
How have Columbia Bank plan assets changed over time? ▼
Where does Columbia Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Columbia Bank Employee Stock Ownership Plan? ▼
Next read for Columbia Bank Employee Stock Ownership P…
Scale reading
Ways to act on Columbia Bank Employee Stock Ownership Plan's numbers.
- By total assets, Columbia Bank Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New Jersey. Compare plans
- Columbia Bank's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Finance & Insurance plans