ESOP · DOL Form 5500 · 2024
Planters Bank and Trust Company ESOP
Data updated 2026-07-24
- $24M
- Total assets
- 76
- Participants
- 73rd
- Percentile by assets
- $310,563
- Avg per participant
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.
- 73rd percentile by assets (of 116,472 plans)
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.
- $24M
- total plan assets (2024 EOY)
- 76
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $310,563
- avg assets per participant
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.
Planters Bank and Trust Company across 3 plan years on file
Across the 3 plan years Planters Bank and Trust Company has on file (2022-2024), sponsor-wide plan assets have moved from $48M to $58M, a gain of 20.3%, while reported participants moved from 341 to 332 (-2.6%). Peak year by sponsor assets: 2024 ($58M); trough: 2022 ($48M).
Planters Bank and Trust Company multi-year asset trail
| 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.
Planters Bank and Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
- 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
- Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan $81M · 876
- Eutaw Construction Company, Inc. Employee Stock Ownership Plan $64M · 739
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Planters Bank and Trust Company Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Planters Bank and Trust Company Employee Stock Ownership Plan assets move in 2024? ▼
How have Planters Bank and Trust Company plan assets changed over time? ▼
Which ESOP plans are similar in size to Planters Bank and Trust Company Employee Stock Ownership Plan? ▼
Next read for Planters Bank and Trust Company Employee…
Multi-year trail
Ways to act on Planters Bank and Trust Company Employee Stock Ownership Plan's numbers.
- By total assets, Planters Bank and 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 Mississippi. Compare plans
- Planters Bank and Trust Company's sponsor-wide assets have grown 20.3% 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 640223390.
Read our methodology - how this data is sourced, computed, and verified.