ESOP · DOL Form 5500 · 2024

Ohnward Bancshares, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
117
Participants Small participant base
61st
Percentile by assets National rank
$106,960
Avg per participant Below avg balance/head
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Official DOL plan name: Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ohnward Bancshares, Inc. · Iowa · Management of Enterprises

$13M in assets, 117 participants

Ohnward Bancshares, Inc.'s Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust reported $13M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #494 in Management of Enterprises (1,133 peers)

Coverage in Iowa

Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust covers 117 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $13M.

#494
in Management of Enterprises (1,133 peers)
+2.3%
assets growth YoY

Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$12,514,363 Top 39% higher than 61% 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

Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$206K in the plan year 2023 filing to $282K in the plan year 2024 filing.
  • Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 114 in the plan year 2023 filing to 117 in the plan year 2024 filing.
  • Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420933516 · Ohnward Bancshares, Inc. PY 2024 · ESOP

Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust · $13M · 117 · 61st

  • RANK $13M
  • RANK 117
  • RANK 61st
  • RANK ESOP
  • RANK near Rainbolt & Alexander, Inc. Employee Stock Ownership Plan
  • RANK ind #494

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 Iowa →

Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Blufox Mobile Services 1, Inc. Employee Stock Ownership PlanBlufox Mobile Services 1, In…$13MSpeedrack Employee Stock Ownership PlanSpeedrack Employee Stock Own…$13MRainbolt & Alexander, Inc. Employee Stock Ownership PlanRainbolt & Alexander, Inc. E…$13MOhnward Bancshares, Inc. Employee Stock Ownership Plan and TrustOhnward Bancshares, Inc. Emp…$13MWindover Construction, Inc. Employee Stock Ownership Plan and TrustWindover Construction, Inc. …$12M
End-of-year total assets ($M) among Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$282K
Employer EIN420933516
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohnward Bancshares, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$52M 25.786577292207564% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.5M $52.2M ▲ +25.8%
Year Plans Participants Total Assets
2022 2 400 $42M
2023 2 368 $48M
2024 2 370 $52M

Nearby ESOP Plans in Iowa

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

Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 12.514363 · Participants: 117Ohnward Bancshares, Inc. Employee Stock Ownership Plan and TrustEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Rainbolt & Alexander, Inc. Employee Stock Ownership Plan in TX ($13M); by covered participants it is Synergy Global Solutions, Inc. Employee Stock Ownership Plan in NY (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 2.3% during 2024, from $12M to $13M. Reported net income was $282K.
How have Ohnward Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohnward Bancshares, Inc.'s sponsor-wide assets grew 25.8%, from $42M to $52M.
Which ESOP plans are similar in size to Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Rainbolt & Alexander, Inc. Employee Stock Ownership Plan in TX ($13M, 17 participants).
Which ESOP plans cover a similar participant headcount to Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Synergy Global Solutions, Inc. Employee Stock Ownership Plan in NY (117 participants, $9M 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 420933516.

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.