ESOP · DOL Form 5500 · 2022

Westbury Bank ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
143
Participants Small participant base
63rd
Percentile by assets National rank
$63,886
Avg per participant Low balance/head
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Official DOL plan name: Westbury Bank Employee Stock Ownership Plan · Sponsored by Westbury Bank · Wisconsin · Finance & Insurance

$9M in assets, 143 participants

Westbury Bank's Westbury Bank Employee Stock Ownership Plan reported $9M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,303 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Westbury Bank Employee Stock Ownership Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#4,303
in Finance & Insurance (9,261 peers)
-20.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Westbury Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$9,135,650 Top 37% higher than 63% 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

Westbury 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. Westbury Bank Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

DOL schedule card

Filing strip 390698030 · Westbury Bank PY 2022 · ESOP

Westbury Bank Employee Stock Ownership Plan · $9M · 143 · 63rd

  • VS-ST $9M
  • BOY 143
  • SCH 63rd
  • EBSA ESOP
  • PART near Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan
  • TYPE ind #4303

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 →

Westbury Bank Employee Stock Ownership Plan in the asset neighbourhood

Dazey's, Inc. Employee Stock Ownership PlanDazey's, Inc. Employee Stock…$9MTsitouch, Inc. Employee Stock Ownership PlanTsitouch, Inc. Employee Stoc…$9MWestbury Bank Employee Stock Ownership PlanWestbury Bank Employee Stock…$9MChardon Laboratories, Inc Employee Stock Ownership PlanChardon Laboratories, Inc Em…$9MMs Consultants, Inc. ESOP Profit Sharing/Stock Bonus PlanMs Consultants, Inc. ESOP Pr…$9M
End-of-year total assets ($M) among Westbury 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)$12M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN390698030
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westbury Bank)

Sponsor-wide plan assets over time

All Westbury Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 25.891388361576322% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.5M $15.9M ▼ -25.9%
Year Plans Participants Total Assets
2022 2 258 $21M
2023 2 231 $13M
2024 1 107 $16M

Nearby ESOP Plans in Wisconsin

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

Westbury Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Westbury Bank Employee Stock Ownership Plan, Total assets ($B): 0.00913565 · Participants: 143Westbury 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
Westbury Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Westbury Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan in OH ($9M); by covered participants it is Main Industries, Inc. Employee Stock Ownership Plan in VA (143 participants). Same-state nearby plans are listed separately above.

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 Westbury Bank Employee Stock Ownership Plan assets move in 2022? ▼
Westbury Bank Employee Stock Ownership Plan declined sharply - down 20.7% during 2022, from $12M to $9M. Reported net income was -$2M.
How have Westbury Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westbury Bank's sponsor-wide assets declined 25.9%, from $21M to $16M.
Which ESOP plans are similar in size to Westbury Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan in OH ($9M, 212 participants).
Which ESOP plans cover a similar participant headcount to Westbury Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Main Industries, Inc. Employee Stock Ownership Plan in VA (143 participants, $675K 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 390698030.

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.