ESOP · DOL Form 5500 · 2022

American National Bank of Beaver Dam ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
26
Participants Small participant base
51st
Percentile by assets National rank
$194,198
Avg per participant Above avg balance/head
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Official DOL plan name: The American National Bank of Beaver Dam Employee Stock Ownership Plan · Sponsored by American National Bank of Beaver Dam · Wisconsin · Finance & Insurance

$5M in assets, 26 participants

American National Bank of Beaver Dam's The American National Bank of Beaver Dam Employee Stock Ownership Plan reported $5M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,280 in Finance & Insurance (9,261 peers)

American National Bank of Beaver Dam multi-year trail

American National Bank of Beaver Dam's plans moved +23.9% in assets from 2022 to 2024; this filing shows The American National Bank of Beaver Dam Employee Stock Ownership Plan at $5M / 26 participants.

#3,280
in Finance & Insurance (9,261 peers)
-4.7%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The American National Bank of Beaver Dam Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

The American National Bank of Beaver Dam Employee Stock Ownership Plan vs every filed plan by assets

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

$5,049,146 Top 49% higher than 51% 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

The American National Bank of Beaver Dam 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. The American National Bank of Beaver Dam Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391501073 · American National Bank of Beaver Dam PY 2022 · ESOP

The American National Bank of Beaver Dam Employee Stock Ownership Plan · $5M · 26 · 51st

  • EBSA $5M
  • EBSA 26
  • EBSA 51st
  • EBSA ESOP
  • EBSA near Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan
  • EBSA ind #3280

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 →

The American National Bank of Beaver Dam Employee Stock Ownership Plan in the asset neighbourhood

Oem Connect, Ltd. Employee Stock Ownership PlanOem Connect, Ltd. Employee S…$5MJ. Kokolakis Contracting, Inc. Employee Stock Ownership PlanJ. Kokolakis Contracting, In…$5MThe American National Bank of Beaver Dam Employee Stock Ownership PlanThe American National Bank o…$5MAspen Electronics Manufacturing, Inc. Employee Stock Ownership PlanAspen Electronics Manufactur…$5MAms Retail Solutions Employee Stock Ownership PlanAms Retail Solutions Employe…$5M
End-of-year total assets ($M) among The American National Bank of Beaver Dam Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

American National Bank of Beaver Dam multi-year asset trail

Sponsor-wide plan assets over time

All American National Bank of Beaver Dam plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.918975604983498% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.05M $6.26M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 26 $5M
2023 1 32 $6M
2024 1 31 $6M

American National Bank of Beaver Dam filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$61K
Employer EIN391501073
Plan Effective Date1991-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

The American National Bank of Beaver Dam Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants The American National Bank of Beaver Dam Employee Stock Ownership Plan, Total assets ($B): 0.005049146 · Participants: 26The American National Bank of Beaver Dam 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
The American National Bank of Beaver Dam Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare The American National Bank of Beaver Dam Employee Stock Ownership Plan side-by-side with 3 peers →

The American National Bank of Beaver Dam Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan in CO ($5M); by covered participants it is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 The American National Bank of Beaver Dam Employee Stock Ownership Plan assets move in 2022? ▼
The American National Bank of Beaver Dam Employee Stock Ownership Plan edged down modestly - down 4.7% during 2022, from $5M to $5M. Reported net income was -$61K.
How have American National Bank of Beaver Dam plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American National Bank of Beaver Dam's sponsor-wide assets grew 23.9%, from $5M to $6M.
Which ESOP plans are similar in size to The American National Bank of Beaver Dam Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan in CO ($5M, 25 participants).
Which ESOP plans cover a similar participant headcount to The American National Bank of Beaver Dam Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants, $10M 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 391501073.

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.