ESOP · DOL Form 5500 · 2024
Planters Bank and Trust Company ESOP
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $310,563
- Avg per participant High balance/head
Official DOL plan name: Planters Bank and Trust Company Employee Stock Ownership Plan · Sponsored by Planters Bank and Trust Company · Mississippi · Finance & Insurance
$24M in assets, 76 participants
Planters Bank and Trust Company's Planters Bank and Trust Company Employee Stock Ownership Plan reported $24M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,084 in Finance & Insurance (8,549 peers)
Planters Bank and Trust Company multi-year trail
Planters Bank and Trust Company's plans moved +20.3% in assets from 2022 to 2024; this filing shows Planters Bank and Trust Company Employee Stock Ownership Plan at $24M / 76 participants.
- #5,084
- in Finance & Insurance (8,549 peers)
- +5.0%
- assets growth YoY
Planters Bank and Trust Company Employee Stock Ownership Plan's outsized position by total assets
Planters Bank and Trust Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,602,803 Top 27% higher than 73% 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
Planters Bank and Trust Company 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. Planters Bank and Trust Company Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planters Bank and Trust Company Employee Stock Ownership Plan reported net income rose from $398K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Planters Bank and Trust Company Employee Stock Ownership Plan reported participants fell from 81 in the plan year 2023 filing to 76 in the plan year 2024 filing.
- Planters Bank and Trust Company Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 640223390 · Planters Bank and Trust Company PY 2024 · ESOP
Planters Bank and Trust Company Employee Stock Ownership Plan · $24M · 76 · 73rd
- 5500 $24M
- 5500 76
- 5500 73rd
- 5500 ESOP
- 5500 near Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust
- 5500 ind #5084
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 Mississippi →
Planters Bank and Trust Company Employee Stock Ownership Plan in the asset neighbourhood
Planters Bank and Trust Company multi-year asset trail
Sponsor-wide plan assets over time
All Planters Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 20.29892299181783% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 341 | $48M |
| 2023 | 2 | 330 | $52M |
| 2024 | 2 | 332 | $58M |
Planters Bank and Trust Company filing trail (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 640223390 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Mississippi
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mdr Construction, Inc. Employee Stock Ownership Plan $181M · 652
- Lt Corporation & Affiliates Employee Stock Ownership Plan $179M · 499
- Telapex, Inc. Employee Stock Ownership Plan $158M · 1,629
- F.L. Crane & Sons, Inc. Employee Stock Ownership Plan $110M · 339
- Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan $81M · 876
Planters Bank and Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Mississippi, the nearest ESOP by assets is Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust in WA ($24M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust (WA) $24M · 28
- West Builders, Inc. Employee Stock Ownership Plan (CA) $24M · 50
- American Flexible Products, Inc. Employee Stock Ownership Plan and Trust (MN) $24M · 35
- Abrasives Incorporated Employee Stock Ownership Plan (ND) $24M · 47
Similar participant headcount
Nearest other-state filings by covered participants (76 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.