ESOP · DOL Form 5500 · 2024

Libertyville Savings Bank ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
47
Participants Small participant base
50th
Percentile by assets National rank
$159,089
Avg per participant Above avg balance/head
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Official DOL plan name: Libertyville Savings Bank Employee Stock Ownership Plan · Sponsored by Libertyville Savings Bank · Iowa · Management of Enterprises

$7M in assets, 47 participants

Libertyville Savings Bank's Libertyville Savings Bank Employee Stock Ownership Plan reported $7M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

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

Libertyville Savings Bank multi-year trail

Libertyville Savings Bank's plans moved +16.8% in assets from 2023 to 2024; this filing shows Libertyville Savings Bank Employee Stock Ownership Plan at $7M / 47 participants.

#389
in Management of Enterprises (1,133 peers)
+16.8%
assets growth YoY

Libertyville Savings Bank Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Libertyville Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$7,477,206 Top 50% higher than 50% 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

Libertyville Savings Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Libertyville Savings Bank Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Libertyville Savings Bank Employee Stock Ownership Plan reported net income rose from $756K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Libertyville Savings Bank Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Libertyville Savings Bank Employee Stock Ownership Plan reported participants fell from 49 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421424839 · Libertyville Savings Bank PY 2024 · ESOP

Libertyville Savings Bank Employee Stock Ownership Plan · $7M · 47 · 50th

  • TYPE $7M
  • NET 47
  • BOOK 50th
  • VS-ST ESOP
  • BOY near Stargate Apparel, Inc Employee Stock Ownership Plan
  • SCH ind #389

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 Iowa →

Libertyville Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Stargate Apparel, Inc Employee Stock Ownership PlanStargate Apparel, Inc Employ…$7MAircon Engineering Employee Stock Ownership PlanAircon Engineering Employee …$7MLibertyville Savings Bank Employee Stock Ownership PlanLibertyville Savings Bank Em…$7ME80 Holdings, Inc. Employee Stock Ownership PlanE80 Holdings, Inc. Employee …$7MRael & Letson Employee Stock Ownership PlanRael & Letson Employee Stock…$7M
End-of-year total assets ($M) among Libertyville Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Libertyville Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Libertyville Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 16.798567152092943% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M 20232024 $6.4M $7.48M ▲ +16.9%
Year Plans Participants Total Assets
2023 1 49 $6M
2024 1 47 $7M

Libertyville Savings Bank filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN421424839
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Libertyville Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Libertyville Savings Bank Employee Stock Ownership Plan, Total assets ($M): 7.477206 · Participants: 47Libertyville Savings Bank Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Libertyville Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Libertyville Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Libertyville Savings Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Stargate Apparel, Inc Employee Stock Ownership Plan in NY ($7M); by covered participants it is Preferred Drilling Solutions, Inc. Employee Stock Ownership Plan in FL (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Libertyville Savings Bank Employee Stock Ownership Plan assets move in 2024? ▼
Libertyville Savings Bank Employee Stock Ownership Plan grew sharply - up 16.8% during 2024, from $6M to $7M. Reported net income was $1M.
How have Libertyville Savings Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Libertyville Savings Bank's sponsor-wide assets grew 16.8%, from $6M to $7M.
Which ESOP plans are similar in size to Libertyville Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stargate Apparel, Inc Employee Stock Ownership Plan in NY ($7M, 18 participants).
Which ESOP plans cover a similar participant headcount to Libertyville Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Preferred Drilling Solutions, Inc. Employee Stock Ownership Plan in FL (47 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 421424839.

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.