ESOP · DOL Form 5500 · 2023
High Country Bancorp, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $49,335
- Avg per participant Low balance/head
Official DOL plan name: High Country Bancorp, Inc. Employee Stock Ownership Plan · Sponsored by High Country Bancorp, Inc. · Colorado · Finance & Insurance
$4M in assets, 71 participants
High Country Bancorp, Inc.'s High Country Bancorp, Inc. Employee Stock Ownership Plan reported $4M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,350 in Finance & Insurance (8,869 peers)
High Country Bancorp, Inc. multi-year trail
High Country Bancorp, Inc.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows High Country Bancorp, Inc. Employee Stock Ownership Plan at $4M / 71 participants.
- #2,350
- in Finance & Insurance (8,869 peers)
- +8.1%
- assets growth YoY
High Country Bancorp, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
High Country Bancorp, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,502,761 38th percentile higher than 38% 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
High Country Bancorp, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. High Country Bancorp, Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- High Country Bancorp, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $262K in the plan year 2023 filing.
- High Country Bancorp, Inc. Employee Stock Ownership Plan reported participants fell from 79 in the plan year 2022 filing to 71 in the plan year 2023 filing.
- High Country Bancorp, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 841438612 · High Country Bancorp, Inc. PY 2023 · ESOP
High Country Bancorp, Inc. Employee Stock Ownership Plan · $4M · 71 · 38th
- EBSA $4M
- EBSA 71
- EBSA 38th
- EBSA ESOP
- EBSA near Spec Employee Stock Ownership Plan
- EBSA ind #2350
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 Colorado →
High Country Bancorp, Inc. Employee Stock Ownership Plan in the asset neighbourhood
High Country Bancorp, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All High Country Bancorp, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 18.448202539646093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $3M |
| 2023 | 1 | 71 | $4M |
| 2024 | 1 | 62 | $4M |
High Country Bancorp, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $262K |
| Employer EIN | 841438612 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
- Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
High Country Bancorp, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Spec Employee Stock Ownership Plan in MA ($4M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
- E80 Holdings, Inc. Employee Stock Ownership Plan (WI) 71 · 0 off
- Dave Fox Remodeling, Inc. ESOP (OH) 71 · 0 off
- Pfs Corporation Employee Stock Ownership Plan (WI) 71 · 0 off
- Whitestone Associates, Inc. ESOP (NJ) 71 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.