ESOP · DOL Form 5500 · 2023

Boscobel Bancorp Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
82
Participants Small participant base
38th
Percentile by assets National rank
$43,218
Avg per participant Low balance/head
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Official DOL plan name: Community First Bank Employee Stock Ownership Plan · Sponsored by Boscobel Bancorp Inc. · Wisconsin · Finance & Insurance

$4M in assets, 82 participants

Boscobel Bancorp Inc.'s Community First Bank Employee Stock Ownership Plan reported $4M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,366 in Finance & Insurance (8,869 peers)

2023 asset change

Community First Bank Employee Stock Ownership Plan pulled back noticeably 12.1% in 2023 ($4M → $4M) for 82 participants.

#2,366
in Finance & Insurance (8,869 peers)
-12.1%
assets change YoY

The plan reported a net loss of $334K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Community First Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,543,873 38th percentile higher than 38% of 127,068 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 2023

Community First Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community First Bank Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community First Bank Employee Stock Ownership Plan reported net income fell from $106K in the plan year 2022 filing to -$334K in the plan year 2023 filing.
  • Community First Bank Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Community First Bank Employee Stock Ownership Plan reported participants fell from 91 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391670078 · Boscobel Bancorp Inc. PY 2023 · ESOP

Community First Bank Employee Stock Ownership Plan · $4M · 82 · 38th

  • BOY $4M
  • SCH 82
  • EBSA 38th
  • PART ESOP
  • TYPE near St. Michael's Inc. Employee Stock Ownership Plan
  • NET ind #2366

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 →

Community First Bank Employee Stock Ownership Plan in the asset neighbourhood

Eagle Group Systems, Inc. Employee Stock Ownership PlanEagle Group Systems, Inc. Em…$4MGreenscapes Landscape Company, Inc. Employee Stock Ownership PlanGreenscapes Landscape Compan…$4MCommunity First Bank Employee Stock Ownership PlanCommunity First Bank Employe…$4MSt. Michael's Inc. Employee Stock Ownership PlanSt. Michael's Inc. Employee …$4MJerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$4M
End-of-year total assets ($M) among Community First Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Boscobel Bancorp Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Boscobel Bancorp Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.242167529369983% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $4.03M $3.78M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 91 $4M
2023 1 82 $4M
2024 1 94 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$334K
Employer EIN391670078
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Community First Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Community First Bank Employee Stock Ownership Plan, Total assets ($B): 0.003543873 · Participants: 82Community First Bank Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Community First Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Community First Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is St. Michael's Inc. Employee Stock Ownership Plan in VA ($4M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Community First Bank Employee Stock Ownership Plan assets move in 2023? ▼
Community First Bank Employee Stock Ownership Plan pulled back noticeably - down 12.1% during 2023, from $4M to $4M. Reported net income was -$334K.
How have Boscobel Bancorp Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boscobel Bancorp Inc.'s sponsor-wide assets declined 6.2%, from $4M to $4M.
Which ESOP plans are similar in size to Community First Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is St. Michael's Inc. Employee Stock Ownership Plan in VA ($4M, 96 participants).
Which ESOP plans cover a similar participant headcount to Community First Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391670078.

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.