401(k) · DOL Form 5500 · 2024

Mount Vernon Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 41
Participants Small participant base: 35th
Percentile by assets National rank: $76,547
Avg per participant Below avg balance/head

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Official DOL plan name: Mount Vernon Bank Employee Stock Ownership Plan · Sponsored by Mount Vernon Bank · Georgia · Finance & Insurance

$3M in assets, 41 participants

Mount Vernon Bank's Mount Vernon Bank Employee Stock Ownership Plan reported $3M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

#1,936 in Finance & Insurance (8,549 peers)

Mount Vernon Bank multi-year trail

Mount Vernon Bank's plans moved -16.4% in assets from 2022 to 2024; this filing shows Mount Vernon Bank Employee Stock Ownership Plan at $3M / 41 participants.

#1,936
in Finance & Insurance (8,549 peers): +17.2%
assets growth YoY

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

Mount Vernon Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$3,138,428 35th percentile higher than 35% 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

Mount Vernon 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. Mount Vernon Bank Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 580361070 · Mount Vernon Bank PY 2024 · 401(k)

Mount Vernon Bank Employee Stock Ownership Plan · $3M · 41 · 35th

EIN $3M
EIN 41
EIN 35th
EIN 401(k)
EIN near Fulcro Insurance, Inc. 1165(e) Retirement Plan
EIN ind #1936

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 Finance & Insurance retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Mount Vernon Bank Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mount Vernon Bank multi-year asset trail

Latest sponsor-wide plan assets: $3M 16.412101919649373% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	28	$4M
2023	1	26	$4M
2024	1	41	$3M

Mount Vernon Bank filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$437K
Employer EIN	580361070
Plan Effective Date	2002-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mount Vernon Bank Employee Stock Ownership Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Mount Vernon Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Mount Vernon Bank Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Fulcro Insurance, Inc. 1165(e) Retirement Plan in PR ($3M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Fulcro Insurance, Inc. 1165(e) Retirement Plan (PR) $3M · 82
Seraplex, Inc. 401(k) Profit Sharing Plan (CA) $3M · 12
Lee Construction Group 401(k) Retirement Plan (VA) $3M · 189
Quikstudy Learning Centers, 401(k) Profit Sharing Plan (TX) $3M · 204

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) 41 · 0 off
National Blasting & Coating 401(k) Profit Sharing Plan & Trust (LA) 41 · 0 off
Efs Advisors 401(k) Plan (MN) 41 · 0 off
Hc of Virginia 401(k) Plan (VA) 41 · 0 off

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 Mount Vernon Bank Employee Stock Ownership Plan assets move in 2024? ▼

Mount Vernon Bank Employee Stock Ownership Plan grew sharply - up 17.2% during 2024, from $3M to $3M. Reported net income was $437K.

How have Mount Vernon Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mount Vernon Bank's sponsor-wide assets declined 16.4%, from $4M to $3M.

Which 401(k) plans are similar in size to Mount Vernon Bank Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fulcro Insurance, Inc. 1165(e) Retirement Plan in PR ($3M, 82 participants).

Which 401(k) plans cover a similar participant headcount to Mount Vernon Bank Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K 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 580361070.