ESOP · DOL Form 5500 · 2024

Mifflinburg Bank and Trust Company ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
76
Participants Small participant base
33rd
Percentile by assets National rank
$36,542
Avg per participant Low balance/head
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Official DOL plan name: Mifflinburg Bank and Trust Company Employee Stock Ownership Plan · Sponsored by Mifflinburg Bank and Trust Company · Pennsylvania · Finance & Insurance

$3M in assets, 76 participants

Mifflinburg Bank and Trust Company's Mifflinburg Bank and Trust Company Employee Stock Ownership Plan reported $3M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,841 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Mifflinburg Bank and Trust Company Employee Stock Ownership Plan holds $3M for 76 participants - about $36,542 per participant, in the lower half of filed plans by assets.

#1,841
in Finance & Insurance (8,549 peers)
+6.5%
assets growth YoY

Mifflinburg Bank and Trust Company Employee Stock Ownership Plan among the smaller filed plans by assets

Mifflinburg Bank and Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,777,190 33rd percentile higher than 33% 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

Mifflinburg Bank and Trust Company 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. Mifflinburg Bank and Trust Company Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mifflinburg Bank and Trust Company Employee Stock Ownership Plan reported net income rose from -$224K in the plan year 2023 filing to $169K in the plan year 2024 filing.
  • Mifflinburg Bank and Trust Company Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 240661750 · Mifflinburg Bank and Trust Company PY 2024 · ESOP

Mifflinburg Bank and Trust Company Employee Stock Ownership Plan · $3M · 76 · 33rd

  • VS-ST $3M
  • BOY 76
  • SCH 33rd
  • EBSA ESOP
  • PART near Wiring.Com, Inc. ESOP and Trust
  • TYPE ind #1841

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 Pennsylvania →

Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Mifflinburg Bank and Trust Company Employee Stock Ownership PlanMifflinburg Bank and Trust C…$3MWiring.Com, Inc. ESOP and TrustWiring.Com, Inc. ESOP and Tr…$3MTrial Behavior Consulting, Inc. Employee Stock Ownership PlanTrial Behavior Consulting, I…$3MSweatt Construction, Inc. Employee Stock Ownership PlanSweatt Construction, Inc. Em…$3MStockmens Bank Employee Stock Ownership Plan and TrustStockmens Bank Employee Stoc…$3M
End-of-year total assets ($M) among Mifflinburg Bank and Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$169K
Employer EIN240661750
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mifflinburg Bank and Trust Company)

Sponsor-wide plan assets over time

All Mifflinburg Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.9268622910040913% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.83M $2.78M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 73 $3M
2023 1 76 $3M
2024 1 76 $3M

Nearby ESOP Plans in Pennsylvania

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

Mifflinburg Bank and Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mifflinburg Bank and Trust Company Employee Stock Ownership Plan, Total assets ($B): 0.00277719 · Participants: 76Mifflinburg Bank and Trust Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Mifflinburg Bank and Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Wiring.Com, Inc. ESOP and Trust in FL ($3M); by covered participants it is Henick-Lane, Inc. Employee Stock Ownership Plan in NY (76 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 Mifflinburg Bank and Trust Company Employee Stock Ownership Plan assets move in 2024?
Mifflinburg Bank and Trust Company Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2024, from $3M to $3M. Reported net income was $169K.
How have Mifflinburg Bank and Trust Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Mifflinburg Bank and Trust Company's sponsor-wide assets declined 1.9%, from $3M to $3M.
Which ESOP plans are similar in size to Mifflinburg Bank and Trust Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Wiring.Com, Inc. ESOP and Trust in FL ($3M, 23 participants).
Which ESOP plans cover a similar participant headcount to Mifflinburg Bank and Trust Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Henick-Lane, Inc. Employee Stock Ownership Plan in NY (76 participants, $5M in assets).