ESOP · DOL Form 5500 · 2024

Bellevue State Bank ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
13
Participants Small participant base
75th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Bellevue State Bank Employee Stock Ownership Plan · Sponsored by Bellevue State Bank · Ohio · Finance & Insurance

$27M in assets, 13 participants

Bellevue State Bank's Bellevue State Bank Employee Stock Ownership Plan reported $27M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,322 in Finance & Insurance (8,549 peers)

Where Bellevue State Bank Employee Stock Ownership Plan sits by assets

Bellevue State Bank Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 13 participants (~$2.1M/participant), up 4.6% in 2024.

#5,322
in Finance & Insurance (8,549 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bellevue State Bank Employee Stock Ownership Plan's outsized position by total assets

Bellevue State Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$26,790,713 Top 25% higher than 75% 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

Bellevue State 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. Bellevue State Bank Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellevue State Bank Employee Stock Ownership Plan reported net income rose from $778K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bellevue State Bank Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Bellevue State Bank Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420929590 · Bellevue State Bank PY 2024 · ESOP

Bellevue State Bank Employee Stock Ownership Plan · $27M · 13 · 75th

  • SCH $27M
  • SCH 13
  • SCH 75th
  • SCH ESOP
  • SCH near Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan
  • SCH ind #5322

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 →

Bellevue State Bank Employee Stock Ownership Plan in the asset neighbourhood

Atlantic Track & Turnout Co. Employee Stock Ownership PlanAtlantic Track & Turnout Co.…$27MKogok Corporation Employee Stock Ownership PlanKogok Corporation Employee S…$27MKey Knife, Inc. Employee Stock Ownership PlanKey Knife, Inc. Employee Sto…$27MBellevue State Bank Employee Stock Ownership PlanBellevue State Bank Employee…$27MFox Valley Fire & Safety Co., Inc. Employee Stock Ownership PlanFox Valley Fire & Safety Co.…$27M
End-of-year total assets ($M) among Bellevue State 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)$26M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN420929590
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellevue State Bank)

Sponsor-wide plan assets over time

All Bellevue State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$27M 0.8490889276731303% vs 2022
2024 filing year
$25M$25.5M$26M$26.5M$27M$27.5M 202220232024 $27M $26.8M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 15 $27M
2023 1 15 $26M
2024 1 13 $27M

Nearby ESOP Plans in Ohio

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

Bellevue State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Bellevue State Bank Employee Stock Ownership Plan, Total assets ($B): 0.026790713 · Participants: 13Bellevue State Bank Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Bellevue State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Bellevue State Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan in IL ($27M); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Bellevue State Bank Employee Stock Ownership Plan assets move in 2024? ▼
Bellevue State Bank Employee Stock Ownership Plan edged up modestly - up 4.6% during 2024, from $26M to $27M. Reported net income was $1M.
How have Bellevue State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellevue State Bank's sponsor-wide assets declined 0.8%, from $27M to $27M.
Where does Bellevue State Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bellevue State Bank Employee Stock Ownership Plan ranks in the 75th 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 Bellevue State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan in IL ($27M, 292 participants).
Which ESOP plans cover a similar participant headcount to Bellevue State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants, N/A 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 420929590.

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.