ESOP · DOL Form 5500 · 2022
Banner Welder ESOP Trust ESOP
Data updated 2026-08-25
- $47K
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $1,245
- Avg per participant Low balance/head
Official DOL plan name: Banner Welder ESOP Trust · Sponsored by Banner Welder ESOP Trust · Wisconsin · Manufacturing
$47K in assets, 38 participants
Banner Welder ESOP Trust's Banner Welder ESOP Trust reported $47K in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #289 in Manufacturing (20,602 peers)
2022 asset change
Banner Welder ESOP Trust contracted severely 87.6% in 2022 ($380K → $47K) for 38 participants.
- #289
- in Manufacturing (20,602 peers)
- -87.6%
- assets change YoY
The plan reported a net loss of $333K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Banner Welder ESOP Trust among the smaller filed plans by assets
Banner Welder ESOP Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,315 3rd percentile higher than 3% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Banner Welder ESOP Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banner Welder ESOP Trust is a small filing (38 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 932629485 · Banner Welder ESOP Trust PY 2022 · ESOP
Banner Welder ESOP Trust · $47K · 38 · 3rd
- BOY $47K
- BOY 38
- BOY 3rd
- BOY ESOP
- BOY near Avery Abrasives, Inc ESOP
- BOY ind #289
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 →
Banner Welder ESOP Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $380K |
|---|---|
| Net Assets (End of Year) | $47K |
| Net Income | -$333K |
| Employer EIN | 932629485 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Banner Welder ESOP Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Avery Abrasives, Inc ESOP in CT ($47K); by covered participants it is Structures Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47K here).
Similar participant headcount
Nearest other-state filings by covered participants (38 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.