ESOP · DOL Form 5500 · 2023

Marathon Bank ESOP

Data updated 2026-08-25

$852K
Total assets Small plan by assets
30
Participants Small participant base
22nd
Percentile by assets National rank
$28,404
Avg per participant Low balance/head
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Official DOL plan name: Marathon Bank Employee Stock Ownership Plan · Sponsored by Marathon Bank · Wisconsin · Finance & Insurance

$852K in assets, 30 participants

Marathon Bank's Marathon Bank Employee Stock Ownership Plan reported $852K in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,244 in Finance & Insurance (8,869 peers)

2023 asset change

Marathon Bank Employee Stock Ownership Plan pulled back noticeably 14.1% in 2023 ($992K → $852K) for 30 participants.

#1,244
in Finance & Insurance (8,869 peers)
-14.1%
assets change YoY

The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marathon Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Marathon Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$852,121 22nd percentile higher than 22% 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

Marathon 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. Marathon Bank Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marathon Bank Employee Stock Ownership Plan reported net income fell from $37K in the plan year 2022 filing to -$115K in the plan year 2023 filing.
  • Marathon Bank Employee Stock Ownership Plan end-of-year assets fell from $992K in the plan year 2022 filing to $852K in the plan year 2023 filing.
  • Marathon Bank Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390449690 · Marathon Bank PY 2023 · ESOP

Marathon Bank Employee Stock Ownership Plan · $852K · 30 · 22nd

  • ASSETS $852K
  • PCT 30
  • EIN 22nd
  • RANK ESOP
  • PHOTO near Gardant Management Solutions, Inc. Employee Stock Ownership Plan
  • IND ind #1244

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 →

Marathon Bank Employee Stock Ownership Plan in the asset neighbourhood

Jconnelly Employee Stock Ownership PlanJconnelly Employee Stock Own…$857KMarathon Bank Employee Stock Ownership PlanMarathon Bank Employee Stock…$852KGardant Management Solutions, Inc. Employee Stock Ownership PlanGardant Management Solutions…$853KClimate Systems, Inc. Employee Stock Ownership PlanClimate Systems, Inc. Employ…$855KDelta Development Group, Inc. Employee Stock Ownership PlanDelta Development Group, Inc…$846K
End-of-year total assets ($M) among Marathon Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Marathon Bank years around the 2023 move

Sponsor-wide plan assets over time

All Marathon Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.730697732560718% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M 202220232024 $0.99M $1.05M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 28 $992K
2023 1 30 $852K
2024 1 25 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$992K
Net Assets (End of Year)$57K
Net Income-$115K
Employer EIN390449690
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Marathon Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Marathon Bank Employee Stock Ownership Plan, Total assets ($B): 0.000852121 · Participants: 30Marathon 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
Marathon Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Marathon Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Gardant Management Solutions, Inc. Employee Stock Ownership Plan in IL ($853K); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Marathon Bank Employee Stock Ownership Plan assets move in 2023? ▼
Marathon Bank Employee Stock Ownership Plan pulled back noticeably - down 14.1% during 2023, from $992K to $852K. Reported net income was -$115K.
How have Marathon Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marathon Bank's sponsor-wide assets grew 5.7%, from $992K to $1M.
Where does Marathon Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Marathon Bank Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Marathon Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gardant Management Solutions, Inc. Employee Stock Ownership Plan in IL ($853K, 113 participants).
Which ESOP plans cover a similar participant headcount to Marathon Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 390449690.

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.