Pioneer Bank — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pioneer Bank (EIN 85-0065555) is a plan sponsor located in Roswell, NM with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 85-0065555
- Location
- Roswell, NM
- Loaded plans
- 5
- Total reported participants
- 792
- Total reported plan assets (EOY)
- $14,808,947
- Plans with financial data
- 2
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Pioneer Bank Employee Stock Ownership Plan | 005 | 184 | $8,826,087 | 2023 |
| Pioneer Bank 401(K) Plan | 004 | 271 | $5,982,860 | 2023 |
| Pioneer Bank Life And Disability Plan | 501 | 127 | not reported in the loaded dataset | 2023 |
| Pioneer Bank Medical And Dental Plan | 503 | 105 | not reported in the loaded dataset | 2023 |
| Pioneer Bank Health Reimbursement Arrangement | 504 | 105 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Pioneer Bank Employee Stock Ownership Plan | 184 | H | 20240927103432NAL0003402160001 |
| 2023 | Pioneer Bank 401(K) Plan | 271 | H, C | 20241008110809NAL0017440689001 |
| 2023 | Pioneer Bank Health Reimbursement Arrangement | 105 | — | 20241008204148NAL0029684240001 |
| 2023 | Pioneer Bank Life And Disability Plan | 127 | — | 20241008204739NAL0031061520001 |
| 2023 | Pioneer Bank Medical And Dental Plan | 105 | — | 20241008210155NAL0018292641001 |