ESOP · DOL Form 5500 · 2024

Traditions Bancshares, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
79
Participants Small participant base
61st
Percentile by assets National rank
$163,091
Avg per participant Above avg balance/head
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Official DOL plan name: Traditions Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Traditions Bancshares, Inc. · Alabama · Finance & Insurance

$13M in assets, 79 participants

Traditions Bancshares, Inc.'s Traditions Bancshares, Inc. Employee Stock Ownership Plan reported $13M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,858 in Finance & Insurance (8,549 peers)

Traditions Bancshares, Inc. multi-year trail

Traditions Bancshares, Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Traditions Bancshares, Inc. Employee Stock Ownership Plan at $13M / 79 participants.

#3,858
in Finance & Insurance (8,549 peers)
+20.9%
assets growth YoY

Traditions Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Traditions Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,884,174 Top 39% higher than 61% 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

Traditions Bancshares, Inc. 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. Traditions Bancshares, Inc. Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Traditions Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Traditions Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Traditions Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030487826 · Traditions Bancshares, Inc. PY 2024 · ESOP

Traditions Bancshares, Inc. Employee Stock Ownership Plan · $13M · 79 · 61st

  • BOY $13M
  • SCH 79
  • EBSA 61st
  • PART ESOP
  • TYPE near Fleetwood Group, Inc. Employee Stock Ownership Plan
  • NET ind #3858

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 Alabama →

Traditions Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fleetwood Group, Inc. Employee Stock Ownership PlanFleetwood Group, Inc. Employ…$13MRedwater, Inc. Employee Stock Ownership PlanRedwater, Inc. Employee Stoc…$13MMn Builders Employee Stock Ownership PlanMn Builders Employee Stock O…$13MRebling Plastics Employee Stock Ownership PlanRebling Plastics Employee St…$13MTraditions Bancshares, Inc. Employee Stock Ownership PlanTraditions Bancshares, Inc. …$13M
End-of-year total assets ($M) among Traditions Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Traditions Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Traditions Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.402852317339104% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.11M $12.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 71 $9M
2023 1 75 $11M
2024 1 79 $13M

Traditions Bancshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN030487826
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Traditions Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Traditions Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.884174 · Participants: 79Traditions Bancshares, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Traditions Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Traditions Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Fleetwood Group, Inc. Employee Stock Ownership Plan in MI ($13M); by covered participants it is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Traditions Bancshares, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Traditions Bancshares, Inc. Employee Stock Ownership Plan grew sharply - up 20.9% during 2024, from $11M to $13M. Reported net income was $2M.
How have Traditions Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Traditions Bancshares, Inc.'s sponsor-wide assets grew 41.4%, from $9M to $13M.
Which ESOP plans are similar in size to Traditions Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fleetwood Group, Inc. Employee Stock Ownership Plan in MI ($13M, 102 participants).
Which ESOP plans cover a similar participant headcount to Traditions Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants, $3M 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 030487826.

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.