ESOP · DOL Form 5500 · 2024

The Bank of South Carolina ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
74
Participants Small participant base
63rd
Percentile by assets National rank
$191,890
Avg per participant Above avg balance/head
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Official DOL plan name: The Bank of South Carolina Employee Stock Ownership Plan and Trust · Sponsored by The Bank of South Carolina · South Carolina · Finance & Insurance

$14M in assets, 74 participants

The Bank of South Carolina's The Bank of South Carolina Employee Stock Ownership Plan and Trust reported $14M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,046 in Finance & Insurance (8,549 peers)

The Bank of South Carolina multi-year trail

The Bank of South Carolina's plans moved +28.2% in assets from 2022 to 2024; this filing shows The Bank of South Carolina Employee Stock Ownership Plan and Trust at $14M / 74 participants.

#4,046
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY

The Bank of South Carolina Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

The Bank of South Carolina Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,199,836 Top 37% higher than 63% of 123,620 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 2024

The Bank of South Carolina Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bank of South Carolina Employee Stock Ownership Plan and Trust is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bank of South Carolina Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Bank of South Carolina Employee Stock Ownership Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • The Bank of South Carolina Employee Stock Ownership Plan and Trust reported participants rose from 69 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 570825951 · The Bank of South Carolina PY 2024 · ESOP

The Bank of South Carolina Employee Stock Ownership Plan and Trust · $14M · 74 · 63rd

  • EIN $14M
  • EIN 74
  • EIN 63rd
  • EIN ESOP
  • EIN near Zwr Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #4046

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 South Carolina →

The Bank of South Carolina Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Bank of South Carolina Employee Stock Ownership Plan and TrustThe Bank of South Carolina E…$14MZwr Holdings, Inc. Employee Stock Ownership PlanZwr Holdings, Inc. Employee …$14MStratos Solutions, Inc. Employee Stock Ownership PlanStratos Solutions, Inc. Empl…$14ME.L. Robinson Engineering Co. Employee Stock Ownership PlanE.L. Robinson Engineering Co…$14MNewcastle Employee Stock Ownership PlanNewcastle Employee Stock Own…$14M
End-of-year total assets ($M) among The Bank of South Carolina Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Bank of South Carolina multi-year asset trail

Sponsor-wide plan assets over time

All The Bank of South Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$14M 28.247624095008383% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.1M $14.2M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 72 $11M
2023 1 69 $12M
2024 1 74 $14M

The Bank of South Carolina filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN570825951
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

The Bank of South Carolina Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 1015202530 Total assets ($M) Participants The Bank of South Carolina Employee Stock Ownership Plan and Trust, Total assets ($M): 14.199836 · Participants: 74The Bank of South Carolina Employee Stock Ownership Plan and TrustAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
The Bank of South Carolina Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants

The Bank of South Carolina Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Zwr Holdings, Inc. Employee Stock Ownership Plan in NC ($14M); by covered participants it is Dave Fox Remodeling, Inc. ESOP in OH (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bank of South Carolina Employee Stock Ownership Plan and Trust assets move in 2024?
The Bank of South Carolina Employee Stock Ownership Plan and Trust grew at a solid clip - up 13.7% during 2024, from $12M to $14M. Reported net income was $2M.
How have The Bank of South Carolina plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bank of South Carolina's sponsor-wide assets grew 28.2%, from $11M to $14M.
Which ESOP plans are similar in size to The Bank of South Carolina Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Zwr Holdings, Inc. Employee Stock Ownership Plan in NC ($14M, 212 participants).
Which ESOP plans cover a similar participant headcount to The Bank of South Carolina Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Dave Fox Remodeling, Inc. ESOP in OH (74 participants, $2M in assets).