ESOP · DOL Form 5500 · 2024

Liberty Bank & Trust Company ESOP

Data updated 2026-08-11

$8M
Total assets: 30
Participants: 52nd
Percentile by assets: $278,023
Avg per participant

Official DOL plan name: Liberty Bank & Trust Company Employee Stock Ownership Plan · Sponsored by Liberty Bank & Trust Company · Louisiana · Finance & Insurance

$8M in assets, 30 participants

Liberty Bank & Trust Company's Liberty Bank & Trust Company Employee Stock Ownership Plan reported $8M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

52nd percentile by assets (of 123,622 plans)
#3,080 in Finance & Insurance (8,549 peers)

Liberty Bank & Trust Company multi-year trail

Liberty Bank & Trust Company's plans moved +37.5% in assets from 2022 to 2024; this filing shows Liberty Bank & Trust Company Employee Stock Ownership Plan at $8M / 30 participants.

$8M
total plan assets (2024 EOY): 30
covered participants: 52nd
percentile by assets (of 123,622 plans): $278,023
avg assets per participant

Where Liberty Bank & Trust Company Employee Stock Ownership Plan sits by total assets

Liberty Bank & Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$8,340,693 Top 48% higher than 52% 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

Liberty Bank & Trust Company Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $652K in the plan year 2024 filing.
Liberty Bank & Trust Company Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Liberty Bank & Trust Company Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Louisiana

Industry

Finance & Insurance

Liberty Bank & Trust Company across 3 plan years on file

Across the 3 plan years Liberty Bank & Trust Company has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $11M, a gain of 37.5%, while reported participants moved from 154 to 174 (+13.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($8M).

Liberty Bank & Trust Company multi-year asset trail

Total plan assets by year, all Liberty Bank & Trust Company plans on file

Year	Plans	Participants	Total Assets
2022	2	154	$8M
2023	2	167	$9M
2024	2	174	$11M

Liberty Bank & Trust Company filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$652K
Employer EIN	720719924
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Liberty Bank & Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants

Magnolia Employee Stock Ownership Plan $731M · 745
Acadian Ambulance Service, Inc. Employee Stock Ownership Plan $528M · 3,705
Rogers Manufacturing Corporation Employee Stock Ownership Plan $161M · 142
Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan $142M · 573
Gulf Coast Bank & Trust Company Employee Stock Ownership Plan $139M · 867

Compare Liberty Bank & Trust Company Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Liberty Bank & Trust Company Employee Stock Ownership Plan by total assets, not by location.

Callahan & Associates, Inc. Employee Stock Ownership Plan (DC) $8M · 95
Fgm Employee Stock Ownership Plan (IL) $8M · 225
Bill Few Associates Employee Stock Ownership Plan (PA) $8M · 34
Movement for Life Employee Stock Ownership Plan (CA) $8M · 222

Frequently Asked Questions

How did Liberty Bank & Trust Company Employee Stock Ownership Plan assets move in 2024? ▼

Liberty Bank & Trust Company Employee Stock Ownership Plan grew at a solid clip - up 8.6% during 2024, from $8M to $8M. Reported net income was $652K.

How have Liberty Bank & Trust Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Liberty Bank & Trust Company's sponsor-wide assets grew 37.5%, from $8M to $11M.

Which ESOP plans are similar in size to Liberty Bank & Trust Company Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Callahan & Associates, Inc. Employee Stock Ownership Plan in DC ($8M, 95 participants).

Next read for Liberty Bank & Trust Company Employee St…

Multi-year trail

Ways to act on Liberty Bank & Trust Company Employee Stock Ownership Plan's numbers.

By total assets, Liberty Bank & Trust Company Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Louisiana. Compare plans
Liberty Bank & Trust Company's sponsor-wide assets have grown 37.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 720719924.