ESOP · DOL Form 5500 · 2022

Western National Bank ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
26th
Percentile by assets National rank
$44,322
Avg per participant Low balance/head
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Official DOL plan name: Western National Bank and Affiliates Employee Stock Ownership Plan · Sponsored by Western National Bank · Minnesota · Finance & Insurance

$1M in assets, 24 participants

Western National Bank's Western National Bank and Affiliates Employee Stock Ownership Plan reported $1M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,560 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Western National Bank and Affiliates Employee Stock Ownership Plan holds $1M for 24 participants - about $44,322 per participant, in the lower half of filed plans by assets.

#1,560
in Finance & Insurance (9,261 peers)
-5.7%
assets change YoY

The plan reported a net loss of $64K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western National Bank and Affiliates Employee Stock Ownership Plan among the smaller filed plans by assets

Western National Bank and Affiliates Employee Stock Ownership Plan vs every filed plan by assets

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

$1,063,724 26th percentile higher than 26% 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

Western National Bank and Affiliates 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. Western National Bank and Affiliates Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 410607570 · Western National Bank PY 2022 · ESOP

Western National Bank and Affiliates Employee Stock Ownership Plan · $1M · 24 · 26th

  • TYPE $1M
  • NET 24
  • BOOK 26th
  • VS-ST ESOP
  • BOY near College Pharmacy, Incorporated Employee Stock Ownership Plan
  • SCH ind #1560

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 Minnesota →

Western National Bank and Affiliates Employee Stock Ownership Plan in the asset neighbourhood

Rdc Services, Inc. Employee Stock Ownership PlanRdc Services, Inc. Employee …$1MShintech Incorporated Employee Stock Ownership PlanShintech Incorporated Employ…$1MWestern National Bank and Affiliates Employee Stock Ownership PlanWestern National Bank and Af…$1MCollege Pharmacy, Incorporated Employee Stock Ownership PlanCollege Pharmacy, Incorporat…$1MRecord Printing Co. , Inc. of Story City Employee Stock Ownership PlanRecord Printing Co. , Inc. o…$1M
End-of-year total assets ($M) among Western National Bank and Affiliates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$64K
Employer EIN410607570
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western National Bank)

Sponsor-wide plan assets over time

All Western National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$996K 6.398276244589763% vs 2022
2024 filing year
$0.98M$1M$1.02M$1.04M$1.06M$1.08M 202220232024 $1.06M $1M ▼ -5.7%
Year Plans Participants Total Assets
2022 1 24 $1M
2023 1 21 $1M
2024 1 25 $996K

Nearby ESOP Plans in Minnesota

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

Western National Bank and Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Western National Bank and Affiliates Employee Stock Ownership Plan, Total assets ($M): 1.063724 · Participants: 24Western National Bank and Affiliates Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Western National Bank and Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Western National Bank and Affiliates Employee Stock Ownership Plan side-by-side with 3 peers →

Western National Bank and Affiliates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is College Pharmacy, Incorporated Employee Stock Ownership Plan in CO ($1M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Western National Bank and Affiliates Employee Stock Ownership Plan assets move in 2022? ▼
Western National Bank and Affiliates Employee Stock Ownership Plan pulled back noticeably - down 5.7% during 2022, from $1M to $1M. Reported net income was -$64K.
How have Western National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western National Bank's sponsor-wide assets declined 6.4%, from $1M to $996K.
Which ESOP plans are similar in size to Western National Bank and Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is College Pharmacy, Incorporated Employee Stock Ownership Plan in CO ($1M, 21 participants).
Which ESOP plans cover a similar participant headcount to Western National Bank and Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (24 participants, $279K 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 410607570.

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.