ESOP · DOL Form 5500 · 2024
Van Wert Federal Savings Bank ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $283,866
- Avg per participant High balance/head
Official DOL plan name: Van Wert Federal Savings Bank Employee Stock Ownership Plan · Sponsored by Van Wert Federal Savings Bank · Ohio · Finance & Insurance
$3M in assets, 9 participants
Van Wert Federal Savings Bank's Van Wert Federal Savings Bank Employee Stock Ownership Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,770 in Finance & Insurance (8,549 peers)
Van Wert Federal Savings Bank multi-year trail
Van Wert Federal Savings Bank's plans moved +66.1% in assets from 2022 to 2024; this filing shows Van Wert Federal Savings Bank Employee Stock Ownership Plan at $3M / 9 participants.
- #1,770
- in Finance & Insurance (8,549 peers)
- +10.7%
- assets growth YoY
Van Wert Federal Savings Bank Employee Stock Ownership Plan among the smaller filed plans by assets
Van Wert Federal Savings Bank Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,554,794 32nd percentile higher than 32% 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
Van Wert Federal Savings Bank Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Wert Federal Savings Bank Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Van Wert Federal Savings Bank Employee Stock Ownership Plan reported net income fell from $818K in the plan year 2023 filing to $298K in the plan year 2024 filing.
- Van Wert Federal Savings Bank Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Van Wert Federal Savings Bank Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 344382025 · Van Wert Federal Savings Bank PY 2024 · ESOP
Van Wert Federal Savings Bank Employee Stock Ownership Plan · $3M · 9 · 32nd
- PCT $3M
- PCT 9
- PCT 32nd
- PCT ESOP
- PCT near Clarkson Grain Company, Inc. Employee Stock Ownership Plan
- PCT ind #1770
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 Ohio →
Van Wert Federal Savings Bank Employee Stock Ownership Plan in the asset neighbourhood
Van Wert Federal Savings Bank multi-year asset trail
Sponsor-wide plan assets over time
All Van Wert Federal Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 66.07472990366239% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $2M |
| 2023 | 1 | 14 | $2M |
| 2024 | 1 | 9 | $3M |
Van Wert Federal Savings Bank filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $298K |
| Employer EIN | 344382025 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Van Wert Federal Savings Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Clarkson Grain Company, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.