401(k) · DOL Form 5500 · 2024

Andover Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
101
Participants Small participant base
58th
Percentile by assets National rank
$111,430
Avg per participant Below avg balance/head
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Official DOL plan name: Andover Bank Employees Stock Purchase Plan · Sponsored by Andover Bank · Ohio · Finance & Insurance

$11M in assets, 101 participants

Andover Bank's Andover Bank Employees Stock Purchase Plan reported $11M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,603 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Andover Bank Employees Stock Purchase Plan covers 101 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#3,603
in Finance & Insurance (8,549 peers)
+6.7%
assets growth YoY

Andover Bank Employees Stock Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers

Andover Bank Employees Stock Purchase Plan vs every filed plan by assets

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

$11,254,408 Top 42% higher than 58% 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

Andover Bank Employees Stock Purchase Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andover Bank Employees Stock Purchase Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andover Bank Employees Stock Purchase Plan reported net income rose from $481K in the plan year 2023 filing to $982K in the plan year 2024 filing.
  • Andover Bank Employees Stock Purchase Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Andover Bank Employees Stock Purchase Plan reported participants rose from 97 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341436056 · Andover Bank PY 2024 · 401(k)

Andover Bank Employees Stock Purchase Plan · $11M · 101 · 58th

  • EBSA $11M
  • PART 101
  • TYPE 58th
  • NET 401(k)
  • BOOK near Palmer Group 401(k) Plan
  • VS-ST ind #3603

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 Ohio →

Andover Bank Employees Stock Purchase Plan in the asset neighbourhood

Informdata LLC 401(k) Plan$11MAndover Bank Employees Stock Purchase PlanAndover Bank Employees Stock…$11MPalmer Group 401(k) Plan$11MNative Seed, LP 401(k) Plan$11MAamp Global 401(k) Plan$11M
End-of-year total assets ($M) among Andover Bank Employees Stock Purchase Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income$982K
Employer EIN341436056
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andover Bank)

Sponsor-wide plan assets over time

All Andover Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 9.58973792701592% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $10.3M $11.3M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 85 $10M
2023 1 97 $11M
2024 1 101 $11M

Nearby 401(k) Plans in Ohio

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

Andover Bank Employees Stock Purchase Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Andover Bank Employees Stock Purchase Plan, Total assets ($B): 0.011254408 · Participants: 101Andover Bank Employees Stock Purchase PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Andover Bank Employees Stock Purchase Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Andover Bank Employees Stock Purchase Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Palmer Group 401(k) Plan in IA ($11M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Andover Bank Employees Stock Purchase Plan assets move in 2024?
Andover Bank Employees Stock Purchase Plan grew at a solid clip - up 6.7% during 2024, from $11M to $11M. Reported net income was $982K.
How have Andover Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Andover Bank's sponsor-wide assets grew 9.6%, from $10M to $11M.
Which 401(k) plans are similar in size to Andover Bank Employees Stock Purchase Plan?
Among 401(k) plans in other states, the closest by assets is Palmer Group 401(k) Plan in IA ($11M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Andover Bank Employees Stock Purchase Plan?
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 participants, N/A in assets).