ESOP · DOL Form 5500 · 2022
Waukesha State Bank ESOP
Data updated 2026-08-11
- $7M
- Total assets
- 264
- Participants
- 58th
- Percentile by assets
- $26,621
- Avg per participant
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.
- 58th percentile by assets (of 139,126 plans)
- #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.
- $7M
- total plan assets (2022 EOY)
- 264
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $26,621
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Waukesha State Bank Employee Stock Ownership Plan reports 264 participants - about 47% of that state average ($7M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$74K |
| Employer EIN | 390734270 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waukesha State Bank)
| 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Waukesha State Bank Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Waukesha State Bank Employee Stock Ownership Plan assets move in 2022? ▼
How have Waukesha State Bank plan assets changed over time? ▼
Which ESOP plans are similar in size to Waukesha State Bank Employee Stock Ownership Plan? ▼
Next read for Waukesha State Bank Employee Stock Owner…
Filing takeaways
Ways to act on Waukesha State Bank Employee Stock Ownership Plan's numbers.
- By total assets, Waukesha State Bank Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Waukesha State Bank's sponsor-wide assets have grown 35.6% since 2022 across 3 plan years on file. More Finance & Insurance plans