ESOP · DOL Form 5500 · 2024

Rhinebeck Bank ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
155
Participants Small participant base
38th
Percentile by assets National rank
$25,753
Avg per participant Low balance/head
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Official DOL plan name: Rhinebeck Bank Employee Stock Ownership Plan · Sponsored by Rhinebeck Bank · New York · Finance & Insurance

$4M in assets, 155 participants

Rhinebeck Bank's Rhinebeck Bank Employee Stock Ownership Plan reported $4M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,163 in Finance & Insurance (8,549 peers)

Coverage in New York

Rhinebeck Bank Employee Stock Ownership Plan covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $4M.

#2,163
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY

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

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

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

$3,991,786 38th percentile higher than 38% 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

Rhinebeck 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. Rhinebeck Bank Employee Stock Ownership Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rhinebeck Bank Employee Stock Ownership Plan reported net income rose from -$382K in the plan year 2023 filing to $695K in the plan year 2024 filing.
  • Rhinebeck Bank Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rhinebeck Bank Employee Stock Ownership Plan reported participants fell from 159 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141002430 · Rhinebeck Bank PY 2024 · ESOP

Rhinebeck Bank Employee Stock Ownership Plan · $4M · 155 · 38th

  • TYPE $4M
  • TYPE 155
  • TYPE 38th
  • TYPE ESOP
  • TYPE near Douglas Orr Plumbing, Inc. Employee Stock Ownership Plan
  • TYPE ind #2163

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 →

Rhinebeck Bank Employee Stock Ownership Plan in the asset neighbourhood

Newberry Group Incorporated Employee Stock Ownership PlanNewberry Group Incorporated …$4MMcdantim Employee Stock Ownership PlanMcdantim Employee Stock Owne…$4MMeier Enterprises, Inc. Employee Stock Ownership PlanMeier Enterprises, Inc. Empl…$4MRhinebeck Bank Employee Stock Ownership PlanRhinebeck Bank Employee Stoc…$4MDouglas Orr Plumbing, Inc. Employee Stock Ownership PlanDouglas Orr Plumbing, Inc. E…$4M
End-of-year total assets ($M) among Rhinebeck 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)$3M
Net Assets (End of Year)$508K
Net Income$695K
Employer EIN141002430
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rhinebeck Bank)

Sponsor-wide plan assets over time

All Rhinebeck Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 21.76696334154118% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42M $51.1M ▲ +21.8%
Year Plans Participants Total Assets
2022 3 355 $42M
2023 3 379 $48M
2024 3 352 $51M

Nearby ESOP Plans in New York

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

Rhinebeck Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Rhinebeck Bank Employee Stock Ownership Plan, Total assets ($M): 3.991786 · Participants: 155Rhinebeck 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
Rhinebeck Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Rhinebeck Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Douglas Orr Plumbing, Inc. Employee Stock Ownership Plan in FL ($4M); by covered participants it is Mid-State Consultants, Inc. Employee Stock Ownership Plan in UT (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Rhinebeck Bank Employee Stock Ownership Plan assets move in 2024? ▼
Rhinebeck Bank Employee Stock Ownership Plan grew sharply - up 16.6% during 2024, from $3M to $4M. Reported net income was $695K.
How have Rhinebeck Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rhinebeck Bank's sponsor-wide assets grew 21.8%, from $42M to $51M.
Which ESOP plans are similar in size to Rhinebeck Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Douglas Orr Plumbing, Inc. Employee Stock Ownership Plan in FL ($4M, 117 participants).
Which ESOP plans cover a similar participant headcount to Rhinebeck Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-State Consultants, Inc. Employee Stock Ownership Plan in UT (155 participants, N/A 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 141002430.

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.