ESOP · DOL Form 5500 · 2022

The Stephenson National Bank & Trust ESOP

Data updated 2026-08-25

$530K
Total assets Small plan by assets
124
Participants Small participant base
19th
Percentile by assets National rank
$4,275
Avg per participant Low balance/head
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Official DOL plan name: The Stephenson National Bank & Trust Employee Stock Ownership Plan · Sponsored by The Stephenson National Bank & Trust · Wisconsin · Finance & Insurance

$530K in assets, 124 participants

The Stephenson National Bank & Trust's The Stephenson National Bank & Trust Employee Stock Ownership Plan reported $530K in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,106 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

The Stephenson National Bank & Trust Employee Stock Ownership Plan covers 124 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $530K.

#1,106
in Finance & Insurance (9,261 peers)
$530K
reported net income

The Stephenson National Bank & Trust Employee Stock Ownership Plan among the smaller filed plans by assets

The Stephenson National Bank & Trust Employee Stock Ownership Plan vs every filed plan by assets

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

$530,096 19th percentile higher than 19% 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

The Stephenson National Bank & Trust 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. The Stephenson National Bank & Trust Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

DOL schedule card

Filing strip 390638020 · The Stephenson National Bank & Trust PY 2022 · ESOP

The Stephenson National Bank & Trust Employee Stock Ownership Plan · $530K · 124 · 19th

  • TYPE $530K
  • NET 124
  • BOOK 19th
  • VS-ST ESOP
  • BOY near Integrity Tree Services Employee Stock Ownership Plan
  • SCH ind #1106

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 →

The Stephenson National Bank & Trust Employee Stock Ownership Plan in the asset neighbourhood

The Stephenson National Bank & Trust Employee Stock Ownership PlanThe Stephenson National Bank…$530KIntegrity Tree Services Employee Stock Ownership PlanIntegrity Tree Services Empl…$530KBrikit, Inc. Employee Stock Ownership PlanBrikit, Inc. Employee Stock …$530KAmp Creative Employee Stock Ownership PlanAmp Creative Employee Stock …$532KDale Medical Products Employee Stock Ownership PlanDale Medical Products Employ…$532K
End-of-year total assets ($M) among The Stephenson National Bank & Trust Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$530K
Net Income$530K
Employer EIN390638020
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stephenson National Bank & Trust)

Sponsor-wide plan assets over time

All The Stephenson National Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$28M 27.35352742475633% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.8M $27.8M ▲ +27.3%
Year Plans Participants Total Assets
2022 2 248 $22M
2023 2 233 $26M
2024 2 217 $28M

Nearby ESOP Plans in Wisconsin

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

The Stephenson National Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants The Stephenson National Bank & Trust Employee Stock Ownership Plan, Total assets ($B): 0.000530096 · Participants: 124The Stephenson National Bank & Trust 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
The Stephenson National Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare The Stephenson National Bank & Trust Employee Stock Ownership Plan side-by-side with 3 peers →

The Stephenson National Bank & Trust Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Integrity Tree Services Employee Stock Ownership Plan in MI ($530K); by covered participants it is The Law Company, Inc. Employee Stock Ownership Plan in KS (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 have The Stephenson National Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stephenson National Bank & Trust's sponsor-wide assets grew 27.4%, from $22M to $28M.
Where does The Stephenson National Bank & Trust Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Stephenson National Bank & Trust Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Stephenson National Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Integrity Tree Services Employee Stock Ownership Plan in MI ($530K, 180 participants).
Which ESOP plans cover a similar participant headcount to The Stephenson National Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Law Company, Inc. Employee Stock Ownership Plan in KS (124 participants, $13M 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 390638020.

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.