ESOP · DOL Form 5500 · 2024

Sb Financial Group ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
255
Participants Below avg headcount
46th
Percentile by assets National rank
$25,036
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sb Financial Group Employee Stock Ownership Plan · Sponsored by Sb Financial Group · Ohio · Finance & Insurance

$6M in assets, 255 participants

Sb Financial Group's Sb Financial Group Employee Stock Ownership Plan reported $6M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,719 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Sb Financial Group Employee Stock Ownership Plan covers 255 participants in Ohio, about 33% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#2,719
in Finance & Insurance (8,549 peers)
+24.6%
assets growth YoY

Sb Financial Group Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Sb Financial Group Employee Stock Ownership Plan vs every filed plan by assets

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

$6,384,267 46th percentile higher than 46% 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

Sb Financial Group Employee Stock Ownership Plan 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. Sb Financial Group Employee Stock Ownership Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sb Financial Group Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sb Financial Group Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sb Financial Group Employee Stock Ownership Plan reported participants fell from 271 in the plan year 2023 filing to 255 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341395608 · Sb Financial Group PY 2024 · ESOP

Sb Financial Group Employee Stock Ownership Plan · $6M · 255 · 46th

  • EBSA $6M
  • PART 255
  • TYPE 46th
  • NET ESOP
  • BOOK near Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement
  • VS-ST ind #2719

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 Ohio →

Sb Financial Group Employee Stock Ownership Plan in the asset neighbourhood

Orr Company, Inc. Employee Stock Ownership Plan and Trust AgreementOrr Company, Inc. Employee S…$6MCranford Johnson Robinson Woods, Inc. Employee Stock Ownership PlanCranford Johnson Robinson Wo…$6MSb Financial Group Employee Stock Ownership PlanSb Financial Group Employee …$6MPool Covers, Inc. Employee Stock Ownership TrustPool Covers, Inc. Employee S…$6MBarry Isett & Associates Inc Employee Stock Ownership PlanBarry Isett & Associates Inc…$6M
End-of-year total assets ($M) among Sb Financial Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN341395608
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sb Financial Group)

Sponsor-wide plan assets over time

All Sb Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.926117248605527% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $37.8M $43.5M ▲ +14.9%
Year Plans Participants Total Assets
2022 2 501 $38M
2023 2 526 $37M
2024 2 491 $43M

Nearby ESOP Plans in Ohio

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

Sb Financial Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Sb Financial Group Employee Stock Ownership Plan, Total assets ($B): 0.006384267 · Participants: 255Sb Financial Group Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Sb Financial Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Sb Financial Group Employee Stock Ownership Plan side-by-side with 3 peers →

Sb Financial Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement in SC ($6M); by covered participants it is Metro Sales, Inc. Employee Stock Ownership Plan in MN (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Sb Financial Group Employee Stock Ownership Plan assets move in 2024? ▼
Sb Financial Group Employee Stock Ownership Plan grew sharply - up 24.6% during 2024, from $5M to $6M. Reported net income was $1M.
How have Sb Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sb Financial Group's sponsor-wide assets grew 14.9%, from $38M to $43M.
Which ESOP plans are similar in size to Sb Financial Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement in SC ($6M, 89 participants).
Which ESOP plans cover a similar participant headcount to Sb Financial Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Metro Sales, Inc. Employee Stock Ownership Plan in MN (255 participants, $86M 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 341395608.

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.