ESOP · DOL Form 5500 · 2024

Columbia Bank ESOP

Data updated 2026-08-11

$69M
Total assets
715
Participants
87th
Percentile by assets
$96,142
Avg per participant
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Official DOL plan name: Columbia Bank Employee Stock Ownership Plan · Sponsored by Columbia Bank · New Jersey · Finance & Insurance

$69M in assets, 715 participants

Columbia Bank's Columbia Bank Employee Stock Ownership Plan reported $69M in total assets and 715 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #6,887 in Finance & Insurance (8,549 peers)

Where Columbia Bank Employee Stock Ownership Plan sits by assets

Columbia Bank Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $69M for 715 participants (~$96,142/participant), down 19.7% in 2024.

$69M
total plan assets (2024 EOY)
715
covered participants
87th
percentile by assets (of 123,622 plans)
$96,142
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Columbia Bank Employee Stock Ownership Plan sits by total assets

Columbia Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$68,741,176 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Columbia Bank Employee Stock Ownership Plan reported net income fell from -$10M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
  • Columbia Bank Employee Stock Ownership Plan end-of-year assets fell from $86M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Columbia Bank Employee Stock Ownership Plan reported participants fell from 729 in the plan year 2023 filing to 715 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New Jersey
Industry
Finance & Insurance

Columbia Bank Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Columbia Bank Employee Stock Ownership Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$34M
Net Income-$15M
Employer EIN220900560
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Bank)

$620M$640M$660M$680M$700M$720M 202220232024 $645M $710M ▲ +10.1%
Total plan assets by year, all Columbia Bank plans on file
Year Plans Participants Total Assets
2022 3 1,605 $645M
2023 3 1,811 $681M
2024 3 1,737 $710M

Nearby ESOP Plans in New Jersey

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

Columbia Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Columbia Bank Employ…, Total assets ($M): 68.741176 · Participants: 715Columbia Bank Employ…Okonite Company Empl…, Total assets ($M): 446.25 · Participants: 1176Okonite Company Empl…Conair LLC Savings a…, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings a…Mathematica Group Ho…, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Ho…Amboy Bancorporation…, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation…Railroad Constructio…, Total assets ($M): 87.816327 · Participants: 144Railroad Constructio…
Columbia Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Columbia Bank Employee Stock Ownership P… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Columbia Bank Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Columbia Bank Employee Stock Ownership Plan assets move in 2024? ▼
Columbia Bank Employee Stock Ownership Plan declined sharply - down 19.7% during 2024, from $86M to $69M. Reported net income was -$15M.
How have Columbia Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Bank's sponsor-wide assets grew 10.1%, from $645M to $710M.
Where does Columbia Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Columbia Bank Employee Stock Ownership Plan ranks in the 87th 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 ESOP plans are similar in size to Columbia Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan in LA ($69M, 145 participants).

Next read for Columbia Bank Employee Stock Ownership P…

Scale reading

Ways to act on Columbia Bank Employee Stock Ownership Plan's numbers.

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 220900560.

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.