401(k) · DOL Form 5500 · 2024
Bath State Bancorp 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $227,159
- Avg per participant Above avg balance/head
Official DOL plan name: Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bath State Bancorp · Indiana · Management of Enterprises
$10M in assets, 45 participants
Bath State Bancorp's Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions reported $10M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #453 in Management of Enterprises (1,133 peers)
Bath State Bancorp multi-year trail
Bath State Bancorp's plans moved +21.5% in assets from 2022 to 2024; this filing shows Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions at $10M / 45 participants.
- #453
- in Management of Enterprises (1,133 peers)
- +32.6%
- assets growth YoY
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions's mid-pack asset rank among Management of Enterprises and all filers
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,222,146 Top 44% higher than 56% 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
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from -$702K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions reported participants fell from 47 in the plan year 2023 filing to 45 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 351730864 · Bath State Bancorp PY 2024 · 401(k)
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions · $10M · 45 · 56th
- IND $10M
- EOY 45
- 5500 56th
- ASSETS 401(k)
- PCT near Siebert Financial Corp. 401(k) Plan
- EIN ind #453
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 Management of Enterprises retirement plans → · Plans in Indiana →
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood
Bath State Bancorp multi-year asset trail
Sponsor-wide plan assets over time
All Bath State Bancorp plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 21.50945827430505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $8M |
| 2023 | 1 | 47 | $8M |
| 2024 | 1 | 45 | $10M |
Bath State Bancorp filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 351730864 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Siebert Financial Corp. 401(k) Plan in FL ($10M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.