ESOP · DOL Form 5500 · 2022

Marquette Bank ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
310
Participants Below avg headcount
60th
Percentile by assets National rank
$25,218
Avg per participant Low balance/head
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Official DOL plan name: Marquette Bank Employee Stock Ownership Plan · Sponsored by Marquette Bank · Illinois · Finance & Insurance

$8M in assets, 310 participants

Marquette Bank's Marquette Bank Employee Stock Ownership Plan reported $8M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,996 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Marquette Bank Employee Stock Ownership Plan covers 310 participants in Illinois, about 40% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#3,996
in Finance & Insurance (9,261 peers)
-9.8%
assets change YoY

The plan reported a net loss of $849K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$7,817,636 Top 40% higher than 60% 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

Marquette 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. Marquette Bank Employee Stock Ownership Plan sits mid-pack in the medium band (310 participants).

Form 5500 schedule snapshot

Filing strip 362031498 · Marquette Bank PY 2022 · ESOP

Marquette Bank Employee Stock Ownership Plan · $8M · 310 · 60th

  • EOY $8M
  • EOY 310
  • EOY 60th
  • EOY ESOP
  • EOY near Dynamic Air Corporation Employee Stock Ownership Plan
  • EOY ind #3996

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 Illinois →

Marquette Bank Employee Stock Ownership Plan in the asset neighbourhood

Marquette Bank Employee Stock Ownership PlanMarquette Bank Employee Stoc…$8MDynamic Air Corporation Employee Stock Ownership PlanDynamic Air Corporation Empl…$8MPrecision Drive & Control, Inc. Employee Stock Ownership PlanPrecision Drive & Control, I…$8MSebago Technics Employee Stock Ownership PlanSebago Technics Employee Sto…$8MNational Bankshares, Inc. Employee Stock Ownership PlanNational Bankshares, Inc. Em…$8M
End-of-year total assets ($M) among Marquette Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$849K
Employer EIN362031498
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette Bank)

Sponsor-wide plan assets over time

All Marquette Bank plans reported in each filing year

Latest sponsor-wide plan assets
$59M 25.51928746331022% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.3M $59.3M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 649 $47M
2023 2 622 $53M
2024 2 643 $59M

Nearby ESOP Plans in Illinois

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

Marquette Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Marquette Bank Employee Stock Ownership Plan, Total assets ($B): 0.007817636 · Participants: 310Marquette Bank Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Marquette Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Marquette Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Dynamic Air Corporation Employee Stock Ownership Plan in ME ($8M); by covered participants it is Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Marquette Bank Employee Stock Ownership Plan assets move in 2022? ▼
Marquette Bank Employee Stock Ownership Plan pulled back noticeably - down 9.8% during 2022, from $9M to $8M. Reported net income was -$849K.
How have Marquette Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquette Bank's sponsor-wide assets grew 25.5%, from $47M to $59M.
Which ESOP plans are similar in size to Marquette Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dynamic Air Corporation Employee Stock Ownership Plan in ME ($8M, 13 participants).
Which ESOP plans cover a similar participant headcount to Marquette Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA (310 participants, $50M 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 362031498.

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.