ESOP · DOL Form 5500 · 2024

Bank of Brookhaven ESOP

Data updated 2026-08-25

$394K
Total assets Small plan by assets
31
Participants Small participant base
16th
Percentile by assets National rank
$12,703
Avg per participant Low balance/head
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Official DOL plan name: Bank of Brookhaven Employee Stock Ownership Plan · Sponsored by Bank of Brookhaven · Mississippi · Finance & Insurance

$394K in assets, 31 participants

Bank of Brookhaven's Bank of Brookhaven Employee Stock Ownership Plan reported $394K in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

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

Bank of Brookhaven multi-year trail

Bank of Brookhaven's plans moved +133.5% in assets from 2022 to 2024; this filing shows Bank of Brookhaven Employee Stock Ownership Plan at $394K / 31 participants.

#689
in Finance & Insurance (8,549 peers)
+39.3%
assets growth YoY

Bank of Brookhaven Employee Stock Ownership Plan among the smaller filed plans by assets

Bank of Brookhaven Employee Stock Ownership Plan vs every filed plan by assets

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

$393,796 16th percentile higher than 16% 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

Bank of Brookhaven 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. Bank of Brookhaven Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bank of Brookhaven Employee Stock Ownership Plan end-of-year assets rose from $283K in the plan year 2023 filing to $394K in the plan year 2024 filing.
  • Bank of Brookhaven Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640918029 · Bank of Brookhaven PY 2024 · ESOP

Bank of Brookhaven Employee Stock Ownership Plan · $394K · 31 · 16th

  • EBSA $394K
  • PART 31
  • TYPE 16th
  • NET ESOP
  • BOOK near Gonzalez Goodale Architects Employee Stock Ownership Plan
  • VS-ST ind #689

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 Mississippi →

Bank of Brookhaven Employee Stock Ownership Plan in the asset neighbourhood

Intervine, Inc. Employee Stock Ownership PlanIntervine, Inc. Employee Sto…$397KSewell Motor Express Employee Stock Ownership PlanSewell Motor Express Employe…$398KBank of Brookhaven Employee Stock Ownership PlanBank of Brookhaven Employee …$394KGonzalez Goodale Architects Employee Stock Ownership PlanGonzalez Goodale Architects …$394KDx Enterprises, Inc. Employee Stock Ownership PlanDx Enterprises, Inc. Employe…$392K
End-of-year total assets ($M) among Bank of Brookhaven Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bank of Brookhaven multi-year asset trail

Sponsor-wide plan assets over time

All Bank of Brookhaven plans reported in each filing year

Latest sponsor-wide plan assets
$394K 133.5031159759735% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.17M $0.39M ▲ +129.4%
Year Plans Participants Total Assets
2022 1 27 $169K
2023 1 29 $283K
2024 1 31 $394K

Bank of Brookhaven filing trail (2024)

Total Assets (Beginning of Year)$283K
Net Assets (End of Year)$394K
Net Income$111K
Employer EIN640918029
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Mississippi

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

Bank of Brookhaven Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants Bank of Brookhaven Employee Stock Ownership Plan, Total assets ($M): 0.393796 · Participants: 31Bank of Brookhaven Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 181.221459 · Participants: 652Mdr Construction, Inc. Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 178.870073 · Participants: 499Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 158.465575 · Participants: 1629Telapex, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.680748 · Participants: 339F.L. Crane & Sons, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.538218 · Participants: 876Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan
Bank of Brookhaven Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Bank of Brookhaven Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest ESOP by assets is Gonzalez Goodale Architects Employee Stock Ownership Plan in CA ($394K); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Bank of Brookhaven Employee Stock Ownership Plan assets move in 2024? ▼
Bank of Brookhaven Employee Stock Ownership Plan surged - up 39.3% during 2024, from $283K to $394K. Reported net income was $111K.
How have Bank of Brookhaven plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Brookhaven's sponsor-wide assets grew 133.5%, from $169K to $394K.
Where does Bank of Brookhaven Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bank of Brookhaven Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bank of Brookhaven Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gonzalez Goodale Architects Employee Stock Ownership Plan in CA ($394K, 8 participants).
Which ESOP plans cover a similar participant headcount to Bank of Brookhaven Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M 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 640918029.

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.