ESOP · DOL Form 5500 · 2023

Bellevue State Bank ESOP

Data updated 2026-08-11

$26M
Total assets: 15
Participants: 77th
Percentile by assets: $1.7M
Avg per participant

Official DOL plan name: Bellevue State Bank Employee Stock Ownership Plan · Sponsored by Bellevue State Bank · Ohio · Finance & Insurance

$26M in assets, 15 participants

Bellevue State Bank's Bellevue State Bank Employee Stock Ownership Plan reported $26M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#5,746 in Finance & Insurance (8,869 peers)

Where Bellevue State Bank Employee Stock Ownership Plan sits by assets

Bellevue State Bank Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 15 participants (~$1.7M/participant), down 5.2% in 2023.

$26M
total plan assets (2023 EOY): 15
covered participants: 77th
percentile by assets (of 127,072 plans): $1.7M
avg assets per participant

Where Bellevue State Bank Employee Stock Ownership Plan sits by total assets

Bellevue State Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$25,616,070 Top 23% higher than 77% 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

Bellevue State Bank Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $778K in the plan year 2023 filing.
Bellevue State Bank Employee Stock Ownership Plan end-of-year assets fell from $27M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Finance & Insurance

Bellevue State Bank Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Bellevue State Bank Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$22M
Net Income	$778K
Employer EIN	420929590
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bellevue State Bank)

Total plan assets by year, all Bellevue State Bank plans on file

Year	Plans	Participants	Total Assets
2022	1	15	$27M
2023	1	15	$26M
2024	1	13	$27M

Nearby ESOP Plans in Ohio

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

Bellevue State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
Messer Inc. Employee Stock Ownership Plan $622M · 873
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434

Compare Bellevue State Bank Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bellevue State Bank Employee Stock Ownership Plan by total assets, not by location.

G. E. Tignall and Co, Inc. Employee Stock Ownership Plan (MD) $26M · 52
Eder Flag Manufacturing Co., Inc. Employee Stock Ownership Plan (WI) $26M · 144
Once Again Nut Butter Collective, Inc. Employee Stock Ownership Plan (NY) $26M · 73
Apmc Holdings, Inc. Employee Stock Ownership Plan (IN) $26M · 97

Frequently Asked Questions

How did Bellevue State Bank Employee Stock Ownership Plan assets move in 2023? ▼

Bellevue State Bank Employee Stock Ownership Plan pulled back noticeably - down 5.2% during 2023, from $27M to $26M. Reported net income was $778K.

How have Bellevue State Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bellevue State Bank's sponsor-wide assets declined 0.8%, from $27M to $27M.

Where does Bellevue State Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Bellevue State Bank Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Bellevue State Bank Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is G. E. Tignall and Co, Inc. Employee Stock Ownership Plan in MD ($26M, 52 participants).

Next read for Bellevue State Bank Employee Stock Owner…

Scale reading

Ways to act on Bellevue State Bank Employee Stock Ownership Plan's numbers.

By total assets, Bellevue State Bank Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Bellevue State Bank's sponsor-wide assets have declined 0.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 420929590.