ESOP · DOL Form 5500 · 2024

Pilot Grove Savings Bank ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
81
Participants Small participant base
67th
Percentile by assets National rank
$206,064
Avg per participant Above avg balance/head
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Official DOL plan name: Pilot Grove Savings Bank Employee Stock Ownership Plan · Sponsored by Pilot Grove Savings Bank · Iowa · Finance & Insurance

$17M in assets, 81 participants

Pilot Grove Savings Bank's Pilot Grove Savings Bank Employee Stock Ownership Plan reported $17M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,358 in Finance & Insurance (8,549 peers)

Pilot Grove Savings Bank multi-year trail

Pilot Grove Savings Bank's plans moved +21.2% in assets from 2022 to 2024; this filing shows Pilot Grove Savings Bank Employee Stock Ownership Plan at $17M / 81 participants.

#4,358
in Finance & Insurance (8,549 peers)
+6.6%
assets growth YoY

Pilot Grove Savings Bank Employee Stock Ownership Plan's outsized position by total assets

Pilot Grove Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$16,691,156 Top 33% higher than 67% 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

Pilot Grove Savings Bank 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. Pilot Grove Savings Bank Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pilot Grove Savings Bank Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $700K in the plan year 2024 filing.
  • Pilot Grove Savings Bank Employee Stock Ownership Plan reported participants fell from 90 in the plan year 2023 filing to 81 in the plan year 2024 filing.
  • Pilot Grove Savings Bank Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420469990 · Pilot Grove Savings Bank PY 2024 · ESOP

Pilot Grove Savings Bank Employee Stock Ownership Plan · $17M · 81 · 67th

  • NET $17M
  • NET 81
  • NET 67th
  • NET ESOP
  • NET near Premiere Speakers Bureau, Inc. Employee Stock Ownership Plan
  • NET ind #4358

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 Iowa →

Pilot Grove Savings Bank Employee Stock Ownership Plan in the asset neighbourhood

Pilot Grove Savings Bank Employee Stock Ownership PlanPilot Grove Savings Bank Emp…$17MPremiere Speakers Bureau, Inc. Employee Stock Ownership PlanPremiere Speakers Bureau, In…$17MJasper Rubber Products, Inc. Employee Stock Ownership PlanJasper Rubber Products, Inc.…$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17MCalsoft Systems Employee Stock Ownership PlanCalsoft Systems Employee Sto…$17M
End-of-year total assets ($M) among Pilot Grove Savings Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pilot Grove Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Pilot Grove Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.16619576763632% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $16.7M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 90 $14M
2023 1 90 $16M
2024 1 81 $17M

Pilot Grove Savings Bank filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income$700K
Employer EIN420469990
Plan Effective Date1973-12-28
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Pilot Grove Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Pilot Grove Savings Bank Employee Stock Ownership Plan, Total assets ($M): 16.691156 · Participants: 81Pilot Grove Savings Bank Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Pilot Grove Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Pilot Grove Savings Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Pilot Grove Savings Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Premiere Speakers Bureau, Inc. Employee Stock Ownership Plan in TN ($17M); by covered participants it is American Business Group, Inc. Employee Stock Ownership Plan and Trust in CA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Pilot Grove Savings Bank Employee Stock Ownership Plan assets move in 2024? ▼
Pilot Grove Savings Bank Employee Stock Ownership Plan grew at a solid clip - up 6.6% during 2024, from $16M to $17M. Reported net income was $700K.
How have Pilot Grove Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pilot Grove Savings Bank's sponsor-wide assets grew 21.2%, from $14M to $17M.
Which ESOP plans are similar in size to Pilot Grove Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Premiere Speakers Bureau, Inc. Employee Stock Ownership Plan in TN ($17M, 18 participants).
Which ESOP plans cover a similar participant headcount to Pilot Grove Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Business Group, Inc. Employee Stock Ownership Plan and Trust in CA (81 participants, $58M 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 420469990.

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.