ESOP · DOL Form 5500 · 2022
Marathon Bank ESOP
Data updated 2026-08-25
- $992K
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $35,427
- Avg per participant Low balance/head
Official DOL plan name: Marathon Bank Employee Stock Ownership Plan · Sponsored by Marathon Bank · Wisconsin · Finance & Insurance
$992K in assets, 28 participants
Marathon Bank's Marathon Bank Employee Stock Ownership Plan reported $992K in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #1,517 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Marathon Bank Employee Stock Ownership Plan holds $992K for 28 participants - about $35,427 per participant, in the lower half of filed plans by assets.
- #1,517
- in Finance & Insurance (9,261 peers)
- +1.3%
- assets growth YoY
Marathon Bank Employee Stock Ownership Plan among the smaller filed plans by assets
Marathon Bank Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$991,956 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Marathon Bank Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marathon Bank Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 390449690 · Marathon Bank PY 2022 · ESOP
Marathon Bank Employee Stock Ownership Plan · $992K · 28 · 25th
- IND $992K
- EOY 28
- 5500 25th
- ASSETS ESOP
- PCT near M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan
- EIN ind #1517
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 Wisconsin →
Marathon Bank Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $979K |
|---|---|
| Net Assets (End of Year) | $173K |
| Net Income | $37K |
| Employer EIN | 390449690 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marathon Bank)
Sponsor-wide plan assets over time
All Marathon Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 5.730697732560718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $992K |
| 2023 | 1 | 30 | $852K |
| 2024 | 1 | 25 | $1M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Marathon Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan in MD ($991K); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($992K here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.