401(k) · DOL Form 5500 · 2024

Phelps County Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
103
Participants Small participant base
85th
Percentile by assets National rank
$525,426
Avg per participant High balance/head
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Official DOL plan name: Phelps County Bank Employee Stock Ownership Plan · Sponsored by Phelps County Bancshares, Inc. · Missouri · Finance & Insurance

$54M in assets, 103 participants

Phelps County Bancshares, Inc.'s Phelps County Bank Employee Stock Ownership Plan reported $54M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,567 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Phelps County Bank Employee Stock Ownership Plan covers 103 participants in Missouri, about 14% of the average Missouri filer (state average ~737 per filing). Assets: $54M.

#6,567
in Finance & Insurance (8,549 peers)
+7.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Phelps County Bank Employee Stock Ownership Plan's outsized position by total assets

Phelps County Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$54,118,858 Top 15% higher than 85% 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

Phelps County Bank Employee Stock Ownership 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. Phelps County Bank Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phelps County Bank Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Phelps County Bank Employee Stock Ownership Plan reported participants rose from 94 in the plan year 2023 filing to 103 in the plan year 2024 filing.
  • Phelps County Bank Employee Stock Ownership Plan end-of-year assets rose from $50M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431146028 · Phelps County Bancshares, Inc. PY 2024 · 401(k)

Phelps County Bank Employee Stock Ownership Plan · $54M · 103 · 85th

  • TYPE $54M
  • TYPE 103
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Econtrols, LLC 401(k) Profit Sharing Plan
  • TYPE ind #6567

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 Missouri →

Phelps County Bank Employee Stock Ownership Plan in the asset neighbourhood

Priority-1, Inc. 401(k) and Profit Sharing PlanPriority-1, Inc. 401(k) and …$54MPhelps County Bank Employee Stock Ownership PlanPhelps County Bank Employee …$54MEcontrols, LLC 401(k) Profit Sharing PlanEcontrols, LLC 401(k) Profit…$54MDendreon 401(k) Plan$54MOklahoma Cancer Specialists Management Company, LLC 401(k) PlanOklahoma Cancer Specialists …$54M
End-of-year total assets ($M) among Phelps County Bank Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$49M
Net Income$4M
Employer EIN431146028
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phelps County Bancshares, Inc.)

Sponsor-wide plan assets over time

All Phelps County Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 23.19023365824419% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.9M $54.1M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 95 $44M
2023 1 94 $50M
2024 1 103 $54M

Nearby 401(k) Plans in Missouri

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

Phelps County Bank Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Phelps County Bank Employee Stock Ownership Plan, Total assets ($B): 0.054118858 · Participants: 103Phelps County Bank Employee Stock Ownership PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Phelps County Bank Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Phelps County Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Phelps County Bank Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Econtrols, LLC 401(k) Profit Sharing Plan in TX ($54M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Phelps County Bank Employee Stock Ownership Plan assets move in 2024? ▼
Phelps County Bank Employee Stock Ownership Plan grew at a solid clip - up 7.8% during 2024, from $50M to $54M. Reported net income was $4M.
How have Phelps County Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phelps County Bancshares, Inc.'s sponsor-wide assets grew 23.2%, from $44M to $54M.
Where does Phelps County Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Phelps County Bank Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phelps County Bank Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Econtrols, LLC 401(k) Profit Sharing Plan in TX ($54M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Phelps County Bank Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 431146028.

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.