ESOP · DOL Form 5500 · 2024

Haviland Bancshares, Inc & Haviland State Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$302,484
Avg per participant High balance/head
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Official DOL plan name: Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Haviland Bancshares, Inc & Haviland State Bank · Kansas · Finance & Insurance

$2M in assets, 7 participants

Haviland Bancshares, Inc & Haviland State Bank's Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,627 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust holds $2M for 7 participants - about $302,484 per participant, in the lower half of filed plans by assets.

#1,627
in Finance & Insurance (8,549 peers)
+5.8%
assets growth YoY

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,117,388 30th percentile higher than 30% 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

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$15K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 480928980 · Haviland Bancshares, Inc & Haviland State Bank PY 2024 · ESOP

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust · $2M · 7 · 30th

  • EOY $2M
  • EOY 7
  • EOY 30th
  • EOY ESOP
  • EOY near Eureka Homestead ESOP
  • EOY ind #1627

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 Kansas →

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Haviland Bancshares, Inc. Employee Stock Ownership Plan and TrustHaviland Bancshares, Inc. Em…$2MEureka Homestead ESOP$2MDoucette Industries, Inc. Employee Stock Ownership Plan and TrustDoucette Industries, Inc. Em…$2MMountain Research, Inc. Employee Stock Ownership PlanMountain Research, Inc. Empl…$2MEau Gallie Electric Employee Stock Ownership PlanEau Gallie Electric Employee…$2M
End-of-year total assets ($M) among Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$115K
Employer EIN480928980
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haviland Bancshares, Inc & Haviland State Bank)

Sponsor-wide plan assets over time

All Haviland Bancshares, Inc & Haviland State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.96288801763569% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $2.02M $2.12M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 7 $2M

Nearby ESOP Plans in Kansas

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

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400 Total assets ($M) Participants Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 2.117388 · Participants: 7Haviland Bancshares, Inc. Employee Stock Ownership Plan and TrustHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, Inc. Employee Stock Ownership PlanCerris, Inc. Employee Stock Ownership Plan, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employee Stock Ownership PlanIntegra Technologies Employee Stock Ownership Plan, Total assets ($M): 143.017096 · Participants: 585Integra Technologies Employee Stock Ownership PlanHenderson Companies Employee Stock Ownership Plan, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies Employee Stock Ownership PlanBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Eureka Homestead ESOP in LA ($2M); by covered participants it is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants). Same-state nearby plans are listed separately above.

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 Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.8% during 2024, from $2M to $2M. Reported net income was $115K.
How have Haviland Bancshares, Inc & Haviland State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haviland Bancshares, Inc & Haviland State Bank's sponsor-wide assets grew 5.0%, from $2M to $2M.
Which ESOP plans are similar in size to Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Eureka Homestead ESOP in LA ($2M, 15 participants).
Which ESOP plans cover a similar participant headcount to Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480928980.

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.