ESOP · DOL Form 5500 · 2023

Columbia Bank ESOP

Data updated 2026-08-25

$86M
Total assets Below avg plan size
729
Participants Near avg headcount
90th
Percentile by assets National rank
$117,381
Avg per participant Below avg balance/head
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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.

  • #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.

#7,537
in Finance & Insurance (8,869 peers)
-11.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

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

Columbia Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$85,571,031 Top 10% higher than 90% 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

Columbia Bank 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. Columbia Bank Employee Stock Ownership Plan sits mid-pack in the medium band (729 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 220900560 · Columbia Bank PY 2023 · ESOP

Columbia Bank Employee Stock Ownership Plan · $86M · 729 · 90th

  • PHOTO $86M
  • PHOTO 729
  • PHOTO 90th
  • PHOTO ESOP
  • PHOTO near Southwestern Financial Corporation Employee Stock Ownership Plan
  • PHOTO ind #7537

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 New Jersey →

Columbia Bank Employee Stock Ownership Plan in the asset neighbourhood

Shared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$86MSouthwestern Financial Corporation Employee Stock Ownership PlanSouthwestern Financial Corpo…$86MColumbia Bank Employee Stock Ownership PlanColumbia Bank Employee Stock…$86MArco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$85MAcct Holdings, Inc. Employee Stock Ownership PlanAcct Holdings, Inc. Employee…$85M
End-of-year total assets ($M) among Columbia Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$49M
Net Income-$10M
Employer EIN220900560
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Bank)

Sponsor-wide plan assets over time

All Columbia Bank plans reported in each filing year

Latest sponsor-wide plan assets
$710M 10.119135311286918% vs 2022
2024 filing year
$620M$640M$660M$680M$700M$720M 202220232024 $645M $710M ▲ +10.1%
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 Scatter plot of 6 data points. 0100020003000 0100200300400500 Total assets ($M) Participants Columbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanEmployees' Stock Ownership Plan of Cenlar Capital Corporation, Total assets ($M): 62.281135 · Participants: 2710Employees' Stock Ownership Plan of Cenlar Capital Corporation
Columbia Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Columbia Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Southwestern Financial Corporation Employee Stock Ownership Plan in AZ ($86M); by covered participants it is Wilson Electric Services Corp. Employee Stock Ownership Plan in AZ (726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (729 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 Columbia Bank Employee Stock Ownership Plan assets move in 2023? ▼
Columbia Bank Employee Stock Ownership Plan pulled back noticeably - down 11.7% during 2023, from $97M to $86M. Reported net income was -$10M.
How have Columbia Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Bank's sponsor-wide assets grew 10.1%, from $645M to $710M.
Where does Columbia Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Columbia Bank Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Columbia Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southwestern Financial Corporation Employee Stock Ownership Plan in AZ ($86M, 157 participants).
Which ESOP plans cover a similar participant headcount to Columbia Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wilson Electric Services Corp. Employee Stock Ownership Plan in AZ (726 participants, $167M 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 220900560.

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.