ESOP · DOL Form 5500 · 2024

Bogota Savings Bank ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
52
Participants Small participant base
37th
Percentile by assets National rank
$73,304
Avg per participant Below avg balance/head
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Official DOL plan name: Bogota Savings Bank Employee Stock Ownership Plan · Sponsored by Bogota Savings Bank · New Jersey · Finance & Insurance

$4M in assets, 52 participants

Bogota Savings Bank's Bogota Savings Bank Employee Stock Ownership Plan reported $4M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,120 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Bogota Savings Bank Employee Stock Ownership Plan holds $4M for 52 participants - about $73,304 per participant, in the lower half of filed plans by assets.

#2,120
in Finance & Insurance (8,549 peers)
-7.7%
assets change YoY

The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bogota Savings Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$3,811,786 37th percentile higher than 37% 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

Bogota 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. Bogota Savings Bank Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bogota Savings Bank Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$154K in the plan year 2024 filing.
  • Bogota Savings Bank Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bogota Savings Bank Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 220780560 · Bogota Savings Bank PY 2024 · ESOP

Bogota Savings Bank Employee Stock Ownership Plan · $4M · 52 · 37th

  • IND $4M
  • IND 52
  • IND 37th
  • IND ESOP
  • IND near Delta Computer Systems, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #2120

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 New Jersey →

Bogota Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

The Cadle Company Inc., II ESOPThe Cadle Company Inc., II E…$4MBogota Savings Bank Employee Stock Ownership PlanBogota Savings Bank Employee…$4MDelta Computer Systems, Inc. Employee Stock Ownership Plan and TrustDelta Computer Systems, Inc.…$4MHarris Tire Co. Inc. Employee Stock Ownership PlanHarris Tire Co. Inc. Employe…$4MPro Reps West, Inc. ESOP$4M
End-of-year total assets ($M) among Bogota Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$1M
Net Income-$154K
Employer EIN220780560
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bogota Savings Bank)

Sponsor-wide plan assets over time

All Bogota Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 7.748094314505123% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M 202220232024 $12.3M $13.3M ▲ +7.8%
Year Plans Participants Total Assets
2022 2 112 $12M
2023 2 110 $12M
2024 2 122 $13M

Nearby ESOP Plans in New Jersey

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

Bogota Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Bogota Savings Bank Employee Stock Ownership Plan, Total assets ($M): 3.811786 · Participants: 52Bogota Savings Bank Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Bogota Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Bogota Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Delta Computer Systems, Inc. Employee Stock Ownership Plan and Trust in WA ($4M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Bogota Savings Bank Employee Stock Ownership Plan assets move in 2024? ▼
Bogota Savings Bank Employee Stock Ownership Plan pulled back noticeably - down 7.7% during 2024, from $4M to $4M. Reported net income was -$154K.
How have Bogota Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogota Savings Bank's sponsor-wide assets grew 7.7%, from $12M to $13M.
Which ESOP plans are similar in size to Bogota Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Delta Computer Systems, Inc. Employee Stock Ownership Plan and Trust in WA ($4M, 31 participants).
Which ESOP plans cover a similar participant headcount to Bogota Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K 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 220780560.

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.