ESOP · DOL Form 5500 · 2024

Pioneer Bank, National Association ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
208
Participants Below avg headcount
58th
Percentile by assets National rank
$54,480
Avg per participant Low balance/head
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Official DOL plan name: Pioneer Bank Employee Stock Ownership Plan · Sponsored by Pioneer Bank, National Association · New York · Finance & Insurance

$11M in assets, 208 participants

Pioneer Bank, National Association's Pioneer Bank Employee Stock Ownership Plan reported $11M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,620 in Finance & Insurance (8,549 peers)

Coverage in New York

Pioneer Bank Employee Stock Ownership Plan covers 208 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $11M.

#3,620
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY

Pioneer Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Pioneer Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$11,331,828 Top 42% higher than 58% 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

Pioneer Bank 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. Pioneer Bank Employee Stock Ownership Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pioneer Bank Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pioneer Bank Employee Stock Ownership Plan reported participants rose from 174 in the plan year 2023 filing to 208 in the plan year 2024 filing.
  • Pioneer Bank Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 140970570 · Pioneer Bank, National Association PY 2024 · ESOP

Pioneer Bank Employee Stock Ownership Plan · $11M · 208 · 58th

  • PCT $11M
  • PCT 208
  • PCT 58th
  • PCT ESOP
  • PCT near Smith Berger Marine, Inc. Employee Stock Ownership Plan
  • PCT ind #3620

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 New York →

Pioneer Bank Employee Stock Ownership Plan in the asset neighbourhood

Tricon Construction, Inc. Employee Stock Ownership PlanTricon Construction, Inc. Em…$11MBlois Construction Employee Stock Ownership PlanBlois Construction Employee …$11MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$11MSmith Berger Marine, Inc. Employee Stock Ownership PlanSmith Berger Marine, Inc. Em…$11MCarpetland USA Milwaukee, Inc. Employee Stock Ownership PlanCarpetland USA Milwaukee, In…$11M
End-of-year total assets ($M) among Pioneer Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$736K
Net Income$2M
Employer EIN140970570
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Bank, National Association)

Sponsor-wide plan assets over time

All Pioneer Bank, National Association plans reported in each filing year

Latest sponsor-wide plan assets
$101M 19.10804439351626% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $85M $101M ▲ +19.1%
Year Plans Participants Total Assets
2022 3 548 $85M
2023 3 545 $91M
2024 3 572 $101M

Nearby ESOP Plans in New York

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

Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Pioneer Bank Employee Stock Ownership Plan, Total assets ($M): 11.331828 · Participants: 208Pioneer Bank Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Pioneer Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Pioneer Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Smith Berger Marine, Inc. Employee Stock Ownership Plan in WA ($11M); by covered participants it is Lincoln County Bancorp., Inc. Employee Stock Ownership Plan in MO (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Pioneer Bank Employee Stock Ownership Plan assets move in 2024? ▼
Pioneer Bank Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2024, from $10M to $11M. Reported net income was $2M.
How have Pioneer Bank, National Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Bank, National Association's sponsor-wide assets grew 19.1%, from $85M to $101M.
Which ESOP plans are similar in size to Pioneer Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Smith Berger Marine, Inc. Employee Stock Ownership Plan in WA ($11M, 25 participants).
Which ESOP plans cover a similar participant headcount to Pioneer Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lincoln County Bancorp., Inc. Employee Stock Ownership Plan in MO (208 participants, $14M 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 140970570.

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.