ESOP · DOL Form 5500 · 2023
Westbury Bank ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 126
- Participants Small participant base
Official DOL plan name: Westbury Bank Employee Stock Ownership Plan · Sponsored by Westbury Bank · Wisconsin · Finance & Insurance
N/A in assets, 126 participants
Westbury Bank's Westbury Bank Employee Stock Ownership Plan reported N/A in total assets and 126 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Wisconsin
Westbury Bank Employee Stock Ownership Plan covers 126 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: N/A.
- -$10M
- reported net income
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westbury Bank Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westbury Bank Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westbury Bank Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
- Westbury Bank Employee Stock Ownership Plan reported participants fell from 143 in the plan year 2022 filing to 126 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390698030 · Westbury Bank PY 2023 · ESOP
Westbury Bank Employee Stock Ownership Plan · N/A · 126
- IND N/A
- IND 126
- IND PY 2023
- IND ESOP
- IND near Pdm Employee Stock Ownership Plan
- IND -$10M
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 →
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$10M |
| Employer EIN | 390698030 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westbury Bank)
Sponsor-wide plan assets over time
All Westbury Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 25.891388361576322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 258 | $21M |
| 2023 | 2 | 231 | $13M |
| 2024 | 1 | 107 | $16M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Westbury Bank Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Wisconsin, the nearest ESOP by covered participants is Pdm Employee Stock Ownership Plan in IA (126 participants; this filing: 126 participants).
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- Pdm Employee Stock Ownership Plan (IA) 126 · 0 off
- Toc Employee Stock Ownership Plan (PA) 126 · 0 off
- Webb Landscape, Inc. Employee Stock Ownership Plan (ID) 126 · 0 off
- Sigma Equipment, Inc. Employee Stock Ownership Plan (IN) 126 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.