ESOP · DOL Form 5500 · 2024
D.L. Evans Bank ESOP
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 444
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $81,910
- Avg per participant Below avg balance/head
Official DOL plan name: D.L. Evans Bank Employees Stock Ownership Plan and Trust · Sponsored by D.L. Evans Bank · Idaho · Finance & Insurance
$36M in assets, 444 participants
D.L. Evans Bank's D.L. Evans Bank Employees Stock Ownership Plan and Trust reported $36M in total assets and 444 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,897 in Finance & Insurance (8,549 peers)
Where D.L. Evans Bank Employees Stock Ownership Plan and Trust sits by assets
D.L. Evans Bank Employees Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $36M for 444 participants (~$81,910/participant), down 8.2% in 2024.
- #5,897
- in Finance & Insurance (8,549 peers)
- -8.2%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
D.L. Evans Bank Employees Stock Ownership Plan and Trust's outsized position by total assets
D.L. Evans Bank Employees Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,368,001 Top 20% higher than 80% 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
D.L. Evans Bank Employees Stock Ownership Plan and Trust 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. D.L. Evans Bank Employees Stock Ownership Plan and Trust sits mid-pack in the medium band (444 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- D.L. Evans Bank Employees Stock Ownership Plan and Trust reported net income fell from $4M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- D.L. Evans Bank Employees Stock Ownership Plan and Trust end-of-year assets fell from $40M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- D.L. Evans Bank Employees Stock Ownership Plan and Trust reported participants fell from 453 in the plan year 2023 filing to 444 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 820117415 · D.L. Evans Bank PY 2024 · ESOP
D.L. Evans Bank Employees Stock Ownership Plan and Trust · $36M · 444 · 80th
- VS-ST $36M
- VS-ST 444
- VS-ST 80th
- VS-ST ESOP
- VS-ST near Unitek Holdings Inc. Employee Stock Ownership Plan
- VS-ST ind #5897
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 Idaho →
D.L. Evans Bank Employees Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$3M |
| Employer EIN | 820117415 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (D.L. Evans Bank)
Sponsor-wide plan assets over time
All D.L. Evans Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 14.349602062419905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 870 | $63M |
| 2023 | 2 | 885 | $72M |
| 2024 | 2 | 870 | $72M |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Winco Employee Stock Ownership Plan $5.0B · 17,054
- Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
- Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $90M · 561
D.L. Evans Bank Employees Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Idaho, the nearest ESOP by assets is Unitek Holdings Inc. Employee Stock Ownership Plan in HI ($36M); by covered participants it is Hills Bank and Trust Employee Stock Ownership Plan in IA (445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Hills Bank and Trust Employee Stock Ownership Plan (IA) 445 · 1 off
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan (MA) 445 · 1 off
- Central Employees Stock Ownership Plan and Trust (KY) 442 · 2 off
- Bane-Welker Employee Stock Ownership Plan (IN) 446 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.