ESOP · DOL Form 5500 · 2024

Mercer Savings Bank ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
23
Participants Small participant base
25th
Percentile by assets National rank
$51,594
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mercer Savings Bank Employee Stock Ownership Plan · Sponsored by Mercer Savings Bank · Ohio · Finance & Insurance

$1M in assets, 23 participants

Mercer Savings Bank's Mercer Savings Bank Employee Stock Ownership Plan reported $1M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,241 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Mercer Savings Bank Employee Stock Ownership Plan holds $1M for 23 participants - about $51,594 per participant, in the lower half of filed plans by assets.

#1,241
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Mercer Savings Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Mercer Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,186,651 25th percentile higher than 25% 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

Mercer Savings Bank 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. Mercer Savings Bank Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercer Savings Bank Employee Stock Ownership Plan reported net income fell from $432K in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Mercer Savings Bank Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 344302175 · Mercer Savings Bank PY 2024 · ESOP

Mercer Savings Bank Employee Stock Ownership Plan · $1M · 23 · 25th

  • VS-ST $1M
  • BOY 23
  • SCH 25th
  • EBSA ESOP
  • PART near Coastline Electrical Construction, Inc. Employee Stock Ownership Plan
  • TYPE ind #1241

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 →

Mercer Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Mercer Savings Bank Employee Stock Ownership PlanMercer Savings Bank Employee…$1MCoastline Electrical Construction, Inc. Employee Stock Ownership PlanCoastline Electrical Constru…$1MExbon Development, Inc. ESOP$1MRemediation Risk Management Inc. Employee Stock Ownership Plan and TrustRemediation Risk Management …$1MThe Shelburne Company Employee Stock Ownership PlanThe Shelburne Company Employ…$1M
End-of-year total assets ($M) among Mercer Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$462K
Net Income$30K
Employer EIN344302175
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Savings Bank)

Sponsor-wide plan assets over time

All Mercer Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0% vs 2023
2024 filing year
$1.19M 20232024 $1.19M $1.19M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 25 $1M
2024 1 23 $1M

Nearby ESOP Plans in Ohio

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

Mercer Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Mercer Savings Bank Employee Stock Ownership Plan, Total assets ($B): 0.001186651 · Participants: 23Mercer Savings Bank 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
Mercer Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Mercer Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Coastline Electrical Construction, Inc. Employee Stock Ownership Plan in NC ($1M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Mercer Savings Bank Employee Stock Ownership Plan assets move in 2024? ▼
Mercer Savings Bank Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $1M to $1M. Reported net income was $30K.
How have Mercer Savings Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mercer Savings Bank's sponsor-wide assets grew 0.0%, from $1M to $1M.
Where does Mercer Savings Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mercer Savings Bank Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Mercer Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Coastline Electrical Construction, Inc. Employee Stock Ownership Plan in NC ($1M, 34 participants).
Which ESOP plans cover a similar participant headcount to Mercer Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants, $11M 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 344302175.

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.