401(k) · DOL Form 5500 · 2023
Bath State Bancorp 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $164,046
- Avg per participant Above avg balance/head
Official DOL plan name: Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bath State Bancorp · Indiana · Management of Enterprises
$8M in assets, 47 participants
Bath State Bancorp's Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions reported $8M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #386 in Management of Enterprises (1,137 peers)
Bath State Bancorp multi-year trail
Bath State Bancorp's plans moved +21.5% in assets from 2022 to 2024; this filing shows Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions at $8M / 47 participants.
- #386
- in Management of Enterprises (1,137 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $702K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions's mid-pack asset rank among Management of Enterprises and all filers
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,710,167 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from -$3M in the plan year 2022 filing to -$702K in the plan year 2023 filing.
- Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions reported participants fell from 48 in the plan year 2022 filing to 47 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 351730864 · Bath State Bancorp PY 2023 · 401(k)
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions · $8M · 47 · 53rd
- NET $8M
- BOOK 47
- VS-ST 53rd
- BOY 401(k)
- SCH near Jms Thespian, Inc. Profit Sharing Plan
- EBSA ind #386
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 Management of Enterprises retirement plans → · Plans in Indiana →
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood
Bath State Bancorp multi-year asset trail
Sponsor-wide plan assets over time
All Bath State Bancorp plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 21.50945827430505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $8M |
| 2023 | 1 | 47 | $8M |
| 2024 | 1 | 45 | $10M |
Bath State Bancorp filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$702K |
| Employer EIN | 351730864 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Jms Thespian, Inc. Profit Sharing Plan in CA ($8M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.