ESOP · DOL Form 5500 · 2022

Lake Ridge Bancorp, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
222
Participants Below avg headcount
67th
Percentile by assets National rank
$50,405
Avg per participant Low balance/head
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Official DOL plan name: Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan · Sponsored by Lake Ridge Bancorp, Inc. · Wisconsin · Finance & Insurance

$11M in assets, 222 participants

Lake Ridge Bancorp, Inc.'s Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan reported $11M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,691 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan covers 222 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#4,691
in Finance & Insurance (9,261 peers)
+3.6%
assets growth YoY

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,189,844 Top 33% higher than 67% 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

Lake Ridge Bancorp, Inc. 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. Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (222 participants).

Plan-year Form 5500 strip

Filing strip 391820222 · Lake Ridge Bancorp, Inc. PY 2022 · ESOP

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan · $11M · 222 · 67th

  • PHOTO $11M
  • IND 222
  • EOY 67th
  • 5500 ESOP
  • ASSETS near Soderholm & Associates, Inc. Employee Stock Ownership Plan
  • PCT ind #4691

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 →

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G & E Roofing Company, Inc. Employee Stock Ownership PlanG & E Roofing Company, Inc. …$11MSoderholm & Associates, Inc. Employee Stock Ownership PlanSoderholm & Associates, Inc.…$11MLake Ridge Bancorp, Inc. Employee Stock Ownership PlanLake Ridge Bancorp, Inc. Emp…$11MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$11MColonial Systems, Inc. Employee Stock Ownership PlanColonial Systems, Inc. Emplo…$11M
End-of-year total assets ($M) among Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$391K
Employer EIN391820222
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Ridge Bancorp, Inc.)

Sponsor-wide plan assets over time

All Lake Ridge Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 24.774715357962094% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.2M $14M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 222 $11M
2023 1 229 $11M
2024 1 319 $14M

Nearby ESOP Plans in Wisconsin

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

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011189844 · Participants: 222Lake Ridge Bancorp, Inc. 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
Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Soderholm & Associates, Inc. Employee Stock Ownership Plan in MN ($11M); by covered participants it is Hcc, Inc. Employee Stock Ownership Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan edged up modestly - up 3.6% during 2022, from $11M to $11M. Reported net income was $391K.
How have Lake Ridge Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Ridge Bancorp, Inc.'s sponsor-wide assets grew 24.8%, from $11M to $14M.
Which ESOP plans are similar in size to Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Soderholm & Associates, Inc. Employee Stock Ownership Plan in MN ($11M, 52 participants).
Which ESOP plans cover a similar participant headcount to Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hcc, Inc. Employee Stock Ownership Plan in IL (222 participants, $94M 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 391820222.

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.