ESOP · DOL Form 5500 · 2024
First Jackson Bank ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $39,505
- Avg per participant Low balance/head
Official DOL plan name: North Jackson Bank Employee Stock Ownership Plan · Sponsored by First Jackson Bank · Alabama · Finance & Insurance
$3M in assets, 69 participants
First Jackson Bank's North Jackson Bank Employee Stock Ownership Plan reported $3M in total assets and 69 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.
- #1,818 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
North Jackson Bank Employee Stock Ownership Plan holds $3M for 69 participants - about $39,505 per participant, in the lower half of filed plans by assets.
- #1,818
- in Finance & Insurance (8,549 peers)
- +2.2%
- assets growth YoY
North Jackson Bank Employee Stock Ownership Plan among the smaller filed plans by assets
North Jackson Bank Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,725,832 33rd percentile higher than 33% 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
North Jackson Bank 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. North Jackson Bank Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Jackson Bank Employee Stock Ownership Plan reported net income rose from $50K in the plan year 2023 filing to $60K in the plan year 2024 filing.
- North Jackson Bank Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 69 in the plan year 2024 filing.
- North Jackson Bank 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.
Plan-year Form 5500 strip
Filing strip 630800802 · First Jackson Bank PY 2024 · ESOP
North Jackson Bank Employee Stock Ownership Plan · $3M · 69 · 33rd
- 5500 $3M
- ASSETS 69
- PCT 33rd
- EIN ESOP
- RANK near Lester R. Summers, Inc. Employee Stock Ownership Plan
- PHOTO ind #1818
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 →
North Jackson Bank Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $60K |
| Employer EIN | 630800802 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Jackson Bank)
Sponsor-wide plan assets over time
All First Jackson Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.18266035314977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $3M |
| 2023 | 1 | 64 | $3M |
| 2024 | 1 | 69 | $3M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Starfish Holdings, Inc. Employee Stock Ownership Plan $515M · 1,644
- Inline Electric Employee Stock Ownership Plan $243M · 298
- Signature Homes Employee Stock Ownership Plan $225M · 125
- Radiance Technologies, Inc. Employee Stock Ownership Plan $195M · 1,041
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries $182M · 958
North Jackson Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Alabama, the nearest ESOP by assets is Lester R. Summers, Inc. Employee Stock Ownership Plan in PA ($3M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Lester R. Summers, Inc. Employee Stock Ownership Plan (PA) $3M · 76
- Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement (KY) $3M · 10
- Daar Engineering, Inc. Employee Stock Ownership Plan (WI) $3M · 73
- Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan (KY) $3M · 31
Similar participant headcount
Nearest other-state filings by covered participants (69 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.