401(k) · DOL Form 5500 · 2024

Gillmor Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
102
Participants Small participant base
85th
Percentile by assets National rank
$511,811
Avg per participant High balance/head
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Official DOL plan name: Old Fort Banking Company Employee Stock Ownership and 401(k) Plan · Sponsored by Gillmor Financial Services, Inc. · Ohio · Management of Enterprises

$52M in assets, 102 participants

Gillmor Financial Services, Inc.'s Old Fort Banking Company Employee Stock Ownership and 401(k) Plan reported $52M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #773 in Management of Enterprises (1,133 peers)

Coverage in Ohio

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan covers 102 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $52M.

#773
in Management of Enterprises (1,133 peers)
+5.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$52,204,710 Top 15% higher than 85% 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

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Fort Banking Company Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Old Fort Banking Company Employee Stock Ownership and 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Old Fort Banking Company Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341764632 · Gillmor Financial Services, Inc. PY 2024 · 401(k)

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan · $52M · 102 · 85th

  • PCT $52M
  • EIN 102
  • RANK 85th
  • PHOTO 401(k)
  • IND near Radius Health, Inc. 401(k) Plan
  • EOY ind #773

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 Management of Enterprises retirement plans → · Plans in Ohio →

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Notion Labs, Inc. 401(k) Plan$52MOld Fort Banking Company Employee Stock Ownership and 401(k) PlanOld Fort Banking Company Emp…$52MRadius Health, Inc. 401(k) PlanRadius Health, Inc. 401(k) P…$52MQuality Carriers, Inc. 401(k) PlanQuality Carriers, Inc. 401(k…$52MCare Hospice, Inc. 401(k) PlanCare Hospice, Inc. 401(k) Pl…$52M
End-of-year total assets ($M) among Old Fort Banking Company Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$49M
Net Income$1M
Employer EIN341764632
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gillmor Financial Services, Inc.)

Sponsor-wide plan assets over time

All Gillmor Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 1.29200262939628% vs 2022
2024 filing year
$49M$50M$51M$52M$53M 202220232024 $51.5M $52.2M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 85 $52M
2023 1 101 $49M
2024 1 102 $52M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Old Fort Banking Company Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.05220471 · Participants: 102Old Fort Banking Company Employee Stock Ownership and 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Old Fort Banking Company Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Old Fort Banking Company Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Radius Health, Inc. 401(k) Plan in MA ($52M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Old Fort Banking Company Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 5.6% during 2024, from $49M to $52M. Reported net income was $1M.
How have Gillmor Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gillmor Financial Services, Inc.'s sponsor-wide assets grew 1.3%, from $52M to $52M.
Where does Old Fort Banking Company Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Old Fort Banking Company Employee Stock Ownership and 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Old Fort Banking Company Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radius Health, Inc. 401(k) Plan in MA ($52M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Old Fort Banking Company Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 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 341764632.

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.