ESOP · DOL Form 5500 · 2022

Stratford Bancshares, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
30
Participants Small participant base
35th
Percentile by assets National rank
$74,478
Avg per participant Below avg balance/head
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Official DOL plan name: Partners Bank of Wisconsin Employee Stock Ownership Plan · Sponsored by Stratford Bancshares, Inc. · Wisconsin · Finance & Insurance

$2M in assets, 30 participants

Stratford Bancshares, Inc.'s Partners Bank of Wisconsin Employee Stock Ownership Plan reported $2M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,222 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Partners Bank of Wisconsin Employee Stock Ownership Plan holds $2M for 30 participants - about $74,478 per participant, in the lower half of filed plans by assets.

#2,222
in Finance & Insurance (9,261 peers)
+4.8%
assets growth YoY

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

Partners Bank of Wisconsin Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,234,335 35th percentile higher than 35% of 139,123 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 2022

Partners Bank of Wisconsin 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. Partners Bank of Wisconsin Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391547587 · Stratford Bancshares, Inc. PY 2022 · ESOP

Partners Bank of Wisconsin Employee Stock Ownership Plan · $2M · 30 · 35th

  • PCT $2M
  • EIN 30
  • RANK 35th
  • PHOTO ESOP
  • IND near Rhoads Co. Employee Stock Ownership Plan
  • EOY ind #2222

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 →

Partners Bank of Wisconsin Employee Stock Ownership Plan in the asset neighbourhood

Partners Bank of Wisconsin Employee Stock Ownership PlanPartners Bank of Wisconsin E…$2MRhoads Co. Employee Stock Ownership PlanRhoads Co. Employee Stock Ow…$2MMagruder Construction Co., Inc. Employee Stock Ownership PlanMagruder Construction Co., I…$2MAdelante Consulting, Inc. Employee Stock Ownership PlanAdelante Consulting, Inc. Em…$2MFirst Security State Bank 401(k) Employee Stock Ownership PlanFirst Security State Bank 40…$2M
End-of-year total assets ($M) among Partners Bank of Wisconsin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$102K
Employer EIN391547587
Plan Effective Date1988-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Stratford Bancshares, Inc.)

Sponsor-wide plan assets over time

All Stratford Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.830307451657875% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.23M $2.01M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 30 $2M
2023 1 27 $2M
2024 1 32 $2M

Nearby ESOP Plans in Wisconsin

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

Partners Bank of Wisconsin Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Partners Bank of Wisconsin Employee Stock Ownership Plan, Total assets ($B): 0.002234335 · Participants: 30Partners Bank of Wisconsin Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Partners Bank of Wisconsin Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Partners Bank of Wisconsin Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Rhoads Co. Employee Stock Ownership Plan in NM ($2M); by covered participants it is American Display Company Employee Stock Ownership in MN (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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.

Frequently Asked Questions

How did Partners Bank of Wisconsin Employee Stock Ownership Plan assets move in 2022? ▼
Partners Bank of Wisconsin Employee Stock Ownership Plan edged up modestly - up 4.8% during 2022, from $2M to $2M. Reported net income was $102K.
How have Stratford Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stratford Bancshares, Inc.'s sponsor-wide assets declined 9.8%, from $2M to $2M.
Which ESOP plans are similar in size to Partners Bank of Wisconsin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rhoads Co. Employee Stock Ownership Plan in NM ($2M, 29 participants).
Which ESOP plans cover a similar participant headcount to Partners Bank of Wisconsin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Display Company Employee Stock Ownership in MN (30 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391547587.

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.