ESOP · DOL Form 5500 · 2024

Columbia Bank ESOP

Data updated 2026-08-25

$69M
Total assets Below avg plan size
715
Participants Below avg headcount
87th
Percentile by assets National rank
$96,142
Avg per participant Below avg balance/head
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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.

  • #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.

#6,887
in Finance & Insurance (8,549 peers)
-19.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Columbia Bank Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Columbia 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. Columbia Bank Employee Stock Ownership Plan sits mid-pack in the medium band (715 participants).

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 →

Form 5500 schedule snapshot

Filing strip 220900560 · Columbia Bank PY 2024 · ESOP

Columbia Bank Employee Stock Ownership Plan · $69M · 715 · 87th

  • 5500 $69M
  • 5500 715
  • 5500 87th
  • 5500 ESOP
  • 5500 near Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan
  • 5500 ind #6887

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 New Jersey →

Columbia Bank Employee Stock Ownership Plan in the asset neighbourhood

Holborn Corporation Employee Stock Ownership PlanHolborn Corporation Employee…$69MMorley Builders, Inc. Employee Stock Ownership PlanMorley Builders, Inc. Employ…$69MGarrett Holdings, Inc. Employee Stock Ownership PlanGarrett Holdings, Inc. Emplo…$69MGlobal Vessel & Tank Holdco, Inc. Employee Stock Ownership PlanGlobal Vessel & Tank Holdco,…$69MColumbia Bank Employee Stock Ownership PlanColumbia Bank Employee Stock…$69M
End-of-year total assets ($M) among Columbia Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Columbia Bank plans reported in each filing year

Latest sponsor-wide plan assets
$710M 10.119135311286918% vs 2022
2024 filing year
$620M$640M$660M$680M$700M$720M 202220232024 $645M $710M ▲ +10.1%
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 ($M) Participants Columbia Bank Employee Stock Ownership Plan, Total assets ($M): 68.741176 · Participants: 715Columbia Bank Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Columbia Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Columbia Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan in LA ($69M); by covered participants it is Fishback Financial Corporation Employee Stock Ownership Plan in SD (715 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (715 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 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).
Which ESOP plans cover a similar participant headcount to Columbia Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fishback Financial Corporation Employee Stock Ownership Plan in SD (715 participants, $56M 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 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.