ESOP · DOL Form 5500 · 2023

Territorial Savings Bank ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
221
Participants Below avg headcount
61st
Percentile by assets National rank
$49,978
Avg per participant Low balance/head
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Official DOL plan name: Territorial Savings Bank Amended and Restated ESOP · Sponsored by Territorial Savings Bank · Hawaii · Finance & Insurance

$11M in assets, 221 participants

Territorial Savings Bank's Territorial Savings Bank Amended and Restated ESOP reported $11M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,038 in Finance & Insurance (8,869 peers)

Territorial Savings Bank multi-year trail

Territorial Savings Bank's plans moved +88.7% in assets from 2022 to 2024; this filing shows Territorial Savings Bank Amended and Restated ESOP at $11M / 221 participants.

#4,038
in Finance & Insurance (8,869 peers)
-50.9%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Territorial Savings Bank Amended and Restated ESOP's mid-pack asset rank among Finance & Insurance and all filers

Territorial Savings Bank Amended and Restated ESOP vs every filed plan by assets

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

$11,045,056 Top 39% higher than 61% 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

Territorial Savings Bank Amended and Restated ESOP 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. Territorial Savings Bank Amended and Restated ESOP sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Territorial Savings Bank Amended and Restated ESOP reported net income fell from -$707K in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Territorial Savings Bank Amended and Restated ESOP end-of-year assets fell from $22M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Territorial Savings Bank Amended and Restated ESOP reported participants fell from 242 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990056630 · Territorial Savings Bank PY 2023 · ESOP

Territorial Savings Bank Amended and Restated ESOP · $11M · 221 · 61st

  • BOY $11M
  • BOY 221
  • BOY 61st
  • BOY ESOP
  • BOY near Thompson Concrete Employee Stock Ownership Plan
  • BOY ind #4038

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 Hawaii →

Territorial Savings Bank Amended and Restated ESOP in the asset neighbourhood

Territorial Savings Bank Amended and Restated ESOPTerritorial Savings Bank Ame…$11MThompson Concrete Employee Stock Ownership PlanThompson Concrete Employee S…$11MDaco Precision-Tool Employee Stock Ownership PlanDaco Precision-Tool Employee…$11MArion Systems, Inc. Employee Stock Ownership PlanArion Systems, Inc. Employee…$11ME.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership PlanE.S.a.I.C., Inc. Dba Eastern…$11M
End-of-year total assets ($M) among Territorial Savings Bank Amended and Restated ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Territorial Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Territorial Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$148M 88.71190028891488% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $78.4M $148M ▲ +88.7%
Year Plans Participants Total Assets
2022 3 609 $78M
2023 3 565 $70M
2024 4 1,096 $148M

Territorial Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$8M
Net Income-$11M
Employer EIN990056630
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Territorial Savings Bank Amended and Restated ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150 Total assets ($M) Participants Territorial Savings Bank Amended and Restated ESOP, Total assets ($M): 11.045056 · Participants: 221Territorial Savings Bank Amended and Restated ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Territorial Savings Bank Amended and Restated ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Territorial Savings Bank Amended and Restated ESOP side-by-side with 3 peers →

Territorial Savings Bank Amended and Restated ESOP's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Thompson Concrete Employee Stock Ownership Plan in OH ($11M); by covered participants it is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Territorial Savings Bank Amended and Restated ESOP assets move in 2023? ▼
Territorial Savings Bank Amended and Restated ESOP contracted severely - down 50.9% during 2023, from $22M to $11M. Reported net income was -$11M.
How have Territorial Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Territorial Savings Bank's sponsor-wide assets grew 88.7%, from $78M to $148M.
Which ESOP plans are similar in size to Territorial Savings Bank Amended and Restated ESOP? ▼
Among ESOP plans in other states, the closest by assets is Thompson Concrete Employee Stock Ownership Plan in OH ($11M, 272 participants).
Which ESOP plans cover a similar participant headcount to Territorial Savings Bank Amended and Restated ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI (221 participants, $23M 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 990056630.

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.