ESOP · DOL Form 5500 · 2024
York Bancshares, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $37,661
- Avg per participant Low balance/head
Official DOL plan name: York Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by York Bancshares, Inc. · South Carolina · Management of Enterprises
$1M in assets, 35 participants
York Bancshares, Inc.'s York Bancshares, Inc. Employee Stock Ownership Plan reported $1M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #196 in Management of Enterprises (1,133 peers)
York Bancshares, Inc. multi-year trail
York Bancshares, Inc.'s plans moved +39.6% in assets from 2022 to 2024; this filing shows York Bancshares, Inc. Employee Stock Ownership Plan at $1M / 35 participants.
- #196
- in Management of Enterprises (1,133 peers)
- -23.1%
- assets change YoY
The plan reported a net loss of $397K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
York Bancshares, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
York Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,318,135 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
York 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. York Bancshares, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- York Bancshares, Inc. Employee Stock Ownership Plan reported net income fell from $770K in the plan year 2023 filing to -$397K in the plan year 2024 filing.
- York Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- York Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2023 filing to 35 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 570742566 · York Bancshares, Inc. PY 2024 · ESOP
York Bancshares, Inc. Employee Stock Ownership Plan · $1M · 35 · 25th
- VS-ST $1M
- BOY 35
- SCH 25th
- EBSA ESOP
- PART near Valley City Sign Company Employee Stock Ownership Plan
- TYPE ind #196
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 South Carolina →
York Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood
York Bancshares, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All York Bancshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 39.561094605954985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $944K |
| 2023 | 1 | 31 | $2M |
| 2024 | 1 | 35 | $1M |
York Bancshares, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$397K |
| Employer EIN | 570742566 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $26M · 56
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $25M · 373
- Ngroup Employee Stock Ownership Plan $25M · 1,859
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $21M · 31
- Synergi Employee Stock Ownership Plan $17M · 286
York Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is Valley City Sign Company Employee Stock Ownership Plan in MI ($1M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 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.