ESOP · DOL Form 5500 · 2024

Pioneer Bank ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
121
Participants Small participant base
55th
Percentile by assets National rank
$78,356
Avg per participant Below avg balance/head
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Official DOL plan name: Pioneer Bank Employee Stock Ownership Plan · Sponsored by Pioneer Bank · New Mexico · Finance & Insurance

$9M in assets, 121 participants

Pioneer Bank's Pioneer Bank Employee Stock Ownership Plan reported $9M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,299 in Finance & Insurance (8,549 peers)

Coverage in New Mexico

Pioneer Bank Employee Stock Ownership Plan covers 121 participants in New Mexico, about 33% of the average New Mexico filer (state average ~365 per filing). Assets: $9M.

#3,299
in Finance & Insurance (8,549 peers)
+7.4%
assets growth YoY

Pioneer Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$9,481,089 Top 45% higher than 55% 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

Pioneer 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. Pioneer Bank Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pioneer Bank Employee Stock Ownership Plan reported net income rose from $852K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pioneer Bank Employee Stock Ownership Plan reported participants rose from 101 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Pioneer Bank Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 850065555 · Pioneer Bank PY 2024 · ESOP

Pioneer Bank Employee Stock Ownership Plan · $9M · 121 · 55th

  • BOY $9M
  • BOY 121
  • BOY 55th
  • BOY ESOP
  • BOY near Spencer Enterprises, Inc. Employee Stock Ownership Plan
  • BOY ind #3299

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 Mexico →

Pioneer Bank Employee Stock Ownership Plan in the asset neighbourhood

Spencer Enterprises, Inc. Employee Stock Ownership PlanSpencer Enterprises, Inc. Em…$9MDonald a. Campbell and Company Employee Stock Ownership PlanDonald a. Campbell and Compa…$9MUnited Pipe & Supply Co., Inc. Employee Stock Ownership PlanUnited Pipe & Supply Co., In…$9MGinos Distributing, Inc. Employee Stock Ownership PlanGinos Distributing, Inc. Emp…$9MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$9M
End-of-year total assets ($M) among Pioneer Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN850065555
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Bank)

Sponsor-wide plan assets over time

All Pioneer Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.67281530465777% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 241 $14M
2023 2 243 $15M
2024 2 270 $16M

Nearby ESOP Plans in New Mexico

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

Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Pioneer Bank Employee Stock Ownership Plan, Total assets ($M): 9.481089 · Participants: 121Pioneer Bank Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 610.607866 · Participants: 2198Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 49.01038 · Participants: 111Ppic Employee Stock Ownership PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.569071 · Participants: 18Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 23.962536 · Participants: 90Citizens Bank Employee Stock Ownership and Retirement Savings PlanJack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.609312 · Participants: 118Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan
Pioneer Bank Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Pioneer Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest ESOP by assets is Spencer Enterprises, Inc. Employee Stock Ownership Plan in OK ($9M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Pioneer Bank Employee Stock Ownership Plan assets move in 2024? ▼
Pioneer Bank Employee Stock Ownership Plan grew at a solid clip - up 7.4% during 2024, from $9M to $9M. Reported net income was $1M.
How have Pioneer Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Bank's sponsor-wide assets grew 16.7%, from $14M to $16M.
Which ESOP plans are similar in size to Pioneer Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spencer Enterprises, Inc. Employee Stock Ownership Plan in OK ($9M, 18 participants).
Which ESOP plans cover a similar participant headcount to Pioneer Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants, $4M 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 850065555.

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.