ESOP · DOL Form 5500 · 2023

American National Bank of Beaver Dam ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
32
Participants Small participant base
47th
Percentile by assets National rank
$183,715
Avg per participant Above avg balance/head
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Official DOL plan name: The American National Bank of Beaver Dam Employee Stock Ownership Plan · Sponsored by American National Bank of Beaver Dam · Wisconsin · Finance & Insurance

$6M in assets, 32 participants

American National Bank of Beaver Dam's The American National Bank of Beaver Dam Employee Stock Ownership Plan reported $6M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,005 in Finance & Insurance (8,869 peers)

American National Bank of Beaver Dam multi-year trail

American National Bank of Beaver Dam's plans moved +23.9% in assets from 2022 to 2024; this filing shows The American National Bank of Beaver Dam Employee Stock Ownership Plan at $6M / 32 participants.

#3,005
in Finance & Insurance (8,869 peers)
+16.4%
assets growth YoY

The American National Bank of Beaver Dam Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

The American National Bank of Beaver Dam Employee Stock Ownership Plan vs every filed plan by assets

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

$5,878,895 47th percentile higher than 47% 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

The American National Bank of Beaver Dam 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. The American National Bank of Beaver Dam Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The American National Bank of Beaver Dam Employee Stock Ownership Plan reported net income rose from -$61K in the plan year 2022 filing to $936K in the plan year 2023 filing.
  • The American National Bank of Beaver Dam Employee Stock Ownership Plan reported participants rose from 26 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • The American National Bank of Beaver Dam Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391501073 · American National Bank of Beaver Dam PY 2023 · ESOP

The American National Bank of Beaver Dam Employee Stock Ownership Plan · $6M · 32 · 47th

  • EOY $6M
  • EOY 32
  • EOY 47th
  • EOY ESOP
  • EOY near Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan
  • EOY ind #3005

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 American National Bank of Beaver Dam Employee Stock Ownership Plan in the asset neighbourhood

The American National Bank of Beaver Dam Employee Stock Ownership PlanThe American National Bank o…$6MHallmark Inns & Resorts, Inc. Employee Stock Ownership PlanHallmark Inns & Resorts, Inc…$6MSpence Brothers Employee Stock Ownership PlanSpence Brothers Employee Sto…$6MDisher Corp. Employee Stock Ownership PlanDisher Corp. Employee Stock …$6MWorld Block, Inc. Employee Stock Ownership PlanWorld Block, Inc. Employee S…$6M
End-of-year total assets ($M) among The American National Bank of Beaver Dam Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

American National Bank of Beaver Dam multi-year asset trail

Sponsor-wide plan assets over time

All American National Bank of Beaver Dam plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.918975604983498% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.05M $6.26M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 26 $5M
2023 1 32 $6M
2024 1 31 $6M

American National Bank of Beaver Dam filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$936K
Employer EIN391501073
Plan Effective Date1991-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

The American National Bank of Beaver Dam Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants The American National Bank of Beaver Dam Employee Stock Ownership Plan, Total assets ($B): 0.005878895 · Participants: 32The American National Bank of Beaver Dam 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
The American National Bank of Beaver Dam Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare The American National Bank of Beaver Dam Employee Stock Ownership Plan side-by-side with 3 peers →

The American National Bank of Beaver Dam Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan in OR ($6M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 The American National Bank of Beaver Dam Employee Stock Ownership Plan assets move in 2023? ▼
The American National Bank of Beaver Dam Employee Stock Ownership Plan grew sharply - up 16.4% during 2023, from $5M to $6M. Reported net income was $936K.
How have American National Bank of Beaver Dam plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American National Bank of Beaver Dam's sponsor-wide assets grew 23.9%, from $5M to $6M.
Which ESOP plans are similar in size to The American National Bank of Beaver Dam Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan in OR ($6M, 234 participants).
Which ESOP plans cover a similar participant headcount to The American National Bank of Beaver Dam Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 391501073.

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.