ESOP · DOL Form 5500 · 2022

Waukesha State Bank ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
264
Participants Below avg headcount
58th
Percentile by assets National rank
$26,621
Avg per participant Low balance/head
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Official DOL plan name: Waukesha State Bank Employee Stock Ownership Plan · Sponsored by Waukesha State Bank · Wisconsin · Finance & Insurance

$7M in assets, 264 participants

Waukesha State Bank's Waukesha State Bank Employee Stock Ownership Plan reported $7M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,811 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Waukesha State Bank Employee Stock Ownership Plan covers 264 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#3,811
in Finance & Insurance (9,261 peers)
-1.0%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Waukesha State Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$7,027,856 Top 42% higher than 58% 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

Waukesha State Bank Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waukesha State Bank Employee Stock Ownership Plan sits mid-pack in the medium band (264 participants).

Published 5500 schedule card

Filing strip 390734270 · Waukesha State Bank PY 2022 · ESOP

Waukesha State Bank Employee Stock Ownership Plan · $7M · 264 · 58th

  • EOY $7M
  • 5500 264
  • ASSETS 58th
  • PCT ESOP
  • EIN near C & R Mechanical Company Employee Stock Ownership Plan
  • RANK ind #3811

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 →

Waukesha State Bank Employee Stock Ownership Plan in the asset neighbourhood

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanCleaves-Bessmer-Marietti, In…$7MWaukesha State Bank Employee Stock Ownership PlanWaukesha State Bank Employee…$7MC & R Mechanical Company Employee Stock Ownership PlanC & R Mechanical Company Emp…$7MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$7MKruvand Associates, Inc. Retirement ProgramsKruvand Associates, Inc. Ret…$7M
End-of-year total assets ($M) among Waukesha State Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$74K
Employer EIN390734270
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waukesha State Bank)

Sponsor-wide plan assets over time

All Waukesha State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$70M 35.602121423213624% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.6M $70M ▲ +35.6%
Year Plans Participants Total Assets
2022 2 581 $52M
2023 2 573 $59M
2024 2 570 $70M

Nearby ESOP Plans in Wisconsin

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

Waukesha State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Waukesha State Bank Employee Stock Ownership Plan, Total assets ($B): 0.007027856 · Participants: 264Waukesha State Bank 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
Waukesha State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Waukesha State Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is C & R Mechanical Company Employee Stock Ownership Plan in MO ($7M); by covered participants it is Conco Employee Stock Ownership Plan in KS (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Waukesha State Bank Employee Stock Ownership Plan assets move in 2022? ▼
Waukesha State Bank Employee Stock Ownership Plan edged down modestly - down 1.0% during 2022, from $7M to $7M. Reported net income was -$74K.
How have Waukesha State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waukesha State Bank's sponsor-wide assets grew 35.6%, from $52M to $70M.
Which ESOP plans are similar in size to Waukesha State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C & R Mechanical Company Employee Stock Ownership Plan in MO ($7M, 30 participants).
Which ESOP plans cover a similar participant headcount to Waukesha State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Conco Employee Stock Ownership Plan in KS (264 participants, $1M 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 390734270.

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.