ESOP · DOL Form 5500 · 2023

Stratford Bancshares, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
31st
Percentile by assets National rank
$76,114
Avg per participant Below avg balance/head
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Official DOL plan name: Partners Bank of Wisconsin Employee Stock Ownership Plan · Sponsored by Stratford Bancshares, Inc. · Wisconsin · Finance & Insurance

$2M in assets, 27 participants

Stratford Bancshares, Inc.'s Partners Bank of Wisconsin Employee Stock Ownership Plan reported $2M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,862 in Finance & Insurance (8,869 peers)

2023 asset change

Partners Bank of Wisconsin Employee Stock Ownership Plan pulled back noticeably 8.0% in 2023 ($2M → $2M) for 27 participants.

#1,862
in Finance & Insurance (8,869 peers)
-8.0%
assets change YoY

The plan reported a net loss of $179K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners Bank of Wisconsin Employee Stock Ownership Plan among the smaller filed plans by assets

Partners Bank of Wisconsin Employee Stock Ownership Plan vs every filed plan by assets

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

$2,055,086 31st percentile higher than 31% 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

Partners Bank of Wisconsin 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. Partners Bank of Wisconsin Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners Bank of Wisconsin Employee Stock Ownership Plan reported net income fell from $102K in the plan year 2022 filing to -$179K in the plan year 2023 filing.
  • Partners Bank of Wisconsin Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • Partners Bank of Wisconsin Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391547587 · Stratford Bancshares, Inc. PY 2023 · ESOP

Partners Bank of Wisconsin Employee Stock Ownership Plan · $2M · 27 · 31st

  • NET $2M
  • BOOK 27
  • VS-ST 31st
  • BOY ESOP
  • SCH near The Plansmith Corporation Employee Stock Ownership Plan
  • EBSA ind #1862

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 →

Partners Bank of Wisconsin Employee Stock Ownership Plan in the asset neighbourhood

Partners Bank of Wisconsin Employee Stock Ownership PlanPartners Bank of Wisconsin E…$2MThe Plansmith Corporation Employee Stock Ownership PlanThe Plansmith Corporation Em…$2MPremier Mortgage Resources Employee Stock Ownership PlanPremier Mortgage Resources E…$2MHell's Kitchen Inc. Employee Stock Ownership PlanHell's Kitchen Inc. Employee…$2MFsc Bancshares, Inc. Employee Stock Ownership Plan and TrustFsc Bancshares, Inc. Employe…$2M
End-of-year total assets ($M) among Partners Bank of Wisconsin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Stratford Bancshares, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Stratford Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.830307451657875% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.23M $2.01M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 30 $2M
2023 1 27 $2M
2024 1 32 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$179K
Employer EIN391547587
Plan Effective Date1988-05-15
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Partners Bank of Wisconsin Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Partners Bank of Wisconsin Employee Stock Ownership Plan, Total assets ($B): 0.002055086 · Participants: 27Partners Bank of Wisconsin 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
Partners Bank of Wisconsin Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Partners Bank of Wisconsin Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is The Plansmith Corporation Employee Stock Ownership Plan in IL ($2M); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Partners Bank of Wisconsin Employee Stock Ownership Plan assets move in 2023? ▼
Partners Bank of Wisconsin Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2023, from $2M to $2M. Reported net income was -$179K.
How have Stratford Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stratford Bancshares, Inc.'s sponsor-wide assets declined 9.8%, from $2M to $2M.
Which ESOP plans are similar in size to Partners Bank of Wisconsin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Plansmith Corporation Employee Stock Ownership Plan in IL ($2M, 32 participants).
Which ESOP plans cover a similar participant headcount to Partners Bank of Wisconsin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M 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 391547587.

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.