ESOP · DOL Form 5500 · 2024

Bank of Oak Ridge ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
70
Participants Small participant base
44th
Percentile by assets National rank
$79,328
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of Oak Ridge Employee Stock Ownership Plan and Trust · Sponsored by Bank of Oak Ridge · North Carolina · Finance & Insurance

$6M in assets, 70 participants

Bank of Oak Ridge's Bank of Oak Ridge Employee Stock Ownership Plan and Trust reported $6M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,543 in Finance & Insurance (8,549 peers)

Bank of Oak Ridge multi-year trail

Bank of Oak Ridge's plans moved +14.4% in assets from 2022 to 2024; this filing shows Bank of Oak Ridge Employee Stock Ownership Plan and Trust at $6M / 70 participants.

#2,543
in Finance & Insurance (8,549 peers)
+16.8%
assets growth YoY

Bank of Oak Ridge Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$5,552,987 44th percentile higher than 44% 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

Bank of Oak Ridge Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Oak Ridge Employee Stock Ownership Plan and Trust is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bank of Oak Ridge Employee Stock Ownership Plan and Trust reported net income rose from -$100K in the plan year 2023 filing to $799K in the plan year 2024 filing.
  • Bank of Oak Ridge Employee Stock Ownership Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bank of Oak Ridge Employee Stock Ownership Plan and Trust reported participants rose from 66 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 562149229 · Bank of Oak Ridge PY 2024 · ESOP

Bank of Oak Ridge Employee Stock Ownership Plan and Trust · $6M · 70 · 44th

  • VS-ST $6M
  • VS-ST 70
  • VS-ST 44th
  • VS-ST ESOP
  • VS-ST near Marts & Lundy, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2543

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 North Carolina →

Bank of Oak Ridge Employee Stock Ownership Plan and Trust in the asset neighbourhood

Allied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$6MBank of Oak Ridge Employee Stock Ownership Plan and TrustBank of Oak Ridge Employee S…$6MMarts & Lundy, Inc. Employee Stock Ownership PlanMarts & Lundy, Inc. Employee…$6MOpportunities for Positive Growth, Inc. Employee Stock Ownership PlanOpportunities for Positive G…$6MFlying S, Inc. Employee Stock Ownership PlanFlying S, Inc. Employee Stoc…$6M
End-of-year total assets ($M) among Bank of Oak Ridge Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bank of Oak Ridge multi-year asset trail

Sponsor-wide plan assets over time

All Bank of Oak Ridge plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.39506540599013% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.85M $5.55M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 61 $5M
2023 1 66 $5M
2024 1 70 $6M

Bank of Oak Ridge filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$799K
Employer EIN562149229
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Bank of Oak Ridge Employee Stock Ownership Plan and Trust, Total assets ($M): 5.552987 · Participants: 70Bank of Oak Ridge Employee Stock Ownership Plan and TrustColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Bank of Oak Ridge Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Bank of Oak Ridge Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Marts & Lundy, Inc. Employee Stock Ownership Plan in NJ ($6M); by covered participants it is Delta Pipeline Inc. Employee Stock Ownership Plan in CA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Bank of Oak Ridge Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Bank of Oak Ridge Employee Stock Ownership Plan and Trust grew sharply - up 16.8% during 2024, from $5M to $6M. Reported net income was $799K.
How have Bank of Oak Ridge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Oak Ridge's sponsor-wide assets grew 14.4%, from $5M to $6M.
Which ESOP plans are similar in size to Bank of Oak Ridge Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Marts & Lundy, Inc. Employee Stock Ownership Plan in NJ ($6M, 39 participants).
Which ESOP plans cover a similar participant headcount to Bank of Oak Ridge Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Delta Pipeline Inc. Employee Stock Ownership Plan in CA (70 participants, $13M 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 562149229.

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.