ESOP · DOL Form 5500 · 2024

Mccreary Bancshares, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
67
Participants Small participant base
63rd
Percentile by assets National rank
$209,259
Avg per participant Above avg balance/head
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Official DOL plan name: Mccreary Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Mccreary Bancshares, Inc. · Kentucky · Finance & Insurance

$14M in assets, 67 participants

Mccreary Bancshares, Inc.'s Mccreary Bancshares, Inc. Employee Stock Ownership Plan reported $14M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,014 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Mccreary Bancshares, Inc. Employee Stock Ownership Plan holds $14M for 67 participants - about $209,259 per participant, above the median plan by assets.

#4,014
in Finance & Insurance (8,549 peers)
+2.6%
assets growth YoY

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

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

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

$14,020,342 Top 37% higher than 63% 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

Mccreary 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. Mccreary Bancshares, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mccreary Bancshares, Inc. Employee Stock Ownership Plan reported net income fell from $669K in the plan year 2023 filing to $486K in the plan year 2024 filing.
  • Mccreary Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Mccreary Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 66 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611023342 · Mccreary Bancshares, Inc. PY 2024 · ESOP

Mccreary Bancshares, Inc. Employee Stock Ownership Plan · $14M · 67 · 63rd

  • PCT $14M
  • EIN 67
  • RANK 63rd
  • PHOTO ESOP
  • IND near Psi Holding Company Employee Stock Ownership Plan
  • EOY ind #4014

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 Kentucky →

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

Mccreary Bancshares, Inc. Employee Stock Ownership PlanMccreary Bancshares, Inc. Em…$14MPsi Holding Company Employee Stock Ownership PlanPsi Holding Company Employee…$14MPetticoat-Schmitt Civil Contractors, Inc. Employee Stock Ownership PlanPetticoat-Schmitt Civil Cont…$14MMetric Manufacturing Company, Inc. Employee Stock Ownership PlanMetric Manufacturing Company…$14MNordon, Inc. Employee Stock Ownership PlanNordon, Inc. Employee Stock …$14M
End-of-year total assets ($M) among Mccreary Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income$486K
Employer EIN611023342
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccreary Bancshares, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$14M 6.764183698451082% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M 202220232024 $13.1M $14M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 72 $13M
2023 1 66 $14M
2024 1 67 $14M

Nearby ESOP Plans in Kentucky

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

Mccreary Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Mccreary Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014020342 · Participants: 67Mccreary Bancshares, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Mccreary Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Mccreary Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Psi Holding Company Employee Stock Ownership Plan in MI ($14M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Mccreary Bancshares, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Mccreary Bancshares, Inc. Employee Stock Ownership Plan edged up modestly - up 2.6% during 2024, from $14M to $14M. Reported net income was $486K.
How have Mccreary Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccreary Bancshares, Inc.'s sponsor-wide assets grew 6.8%, from $13M to $14M.
Which ESOP plans are similar in size to Mccreary Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Psi Holding Company Employee Stock Ownership Plan in MI ($14M, 65 participants).
Which ESOP plans cover a similar participant headcount to Mccreary Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $768K 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 611023342.

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.