ESOP · DOL Form 5500 · 2024
Arrow Financial Corporation ESOP
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 402
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $69,306
- Avg per participant Below avg balance/head
Official DOL plan name: Arrow Financial Corporation Employee Stock Ownership Plan · Sponsored by Arrow Financial Corporation · New York · Finance & Insurance
$28M in assets, 402 participants
Arrow Financial Corporation's Arrow Financial Corporation Employee Stock Ownership Plan reported $28M in total assets and 402 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #5,392 in Finance & Insurance (8,549 peers)
Where Arrow Financial Corporation Employee Stock Ownership Plan sits by assets
Arrow Financial Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 402 participants (~$69,306/participant), up 0.5% in 2024.
- #5,392
- in Finance & Insurance (8,549 peers)
- +0.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Arrow Financial Corporation Employee Stock Ownership Plan's outsized position by total assets
Arrow Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,861,207 Top 24% higher than 76% 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
Arrow Financial Corporation 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. Arrow Financial Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (402 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arrow Financial Corporation Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $151K in the plan year 2024 filing.
- Arrow Financial Corporation Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2023 filing to $28M in the plan year 2024 filing.
DOL schedule card
Filing strip 222448962 · Arrow Financial Corporation PY 2024 · ESOP
Arrow Financial Corporation Employee Stock Ownership Plan · $28M · 402 · 76th
- BOY $28M
- BOY 402
- BOY 76th
- BOY ESOP
- BOY near Miller Paint Co., Inc. Employee Stock Ownership Plan
- BOY ind #5392
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 →
Arrow Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $151K |
| Employer EIN | 222448962 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arrow Financial Corporation)
Sponsor-wide plan assets over time
All Arrow Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 14.975930928648115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,364 | $115M |
| 2023 | 3 | 1,309 | $122M |
| 2024 | 3 | 1,344 | $132M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Arrow Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Miller Paint Co., Inc. Employee Stock Ownership Plan in OR ($28M); by covered participants it is W. Lease Lewis Company Employee Stock Ownership Plan and Trust in WA (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Miller Paint Co., Inc. Employee Stock Ownership Plan (OR) $28M · 249
- Laurits R. Christensen Associates Employee Stock Ownership Plan (WI) $28M · 42
- Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan (TX) $28M · 132
- Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust (MN) $28M · 108
Similar participant headcount
Nearest other-state filings by covered participants (402 participants); asset peers above are excluded.
- W. Lease Lewis Company Employee Stock Ownership Plan and Trust (WA) 401 · 1 off
- Barr Brands International Amended and Restated Employee Stock Ownership Plan (TN) 403 · 1 off
- Web Industries, Inc. Employee Stock Ownership Plan (MA) 403 · 1 off
- Employee Stock Ownership Plan of Vita Plus (WI) 401 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.