ESOP · DOL Form 5500 · 2023
Citizens State Bank of Loyal ESOP
Data updated 2026-08-11
- $6M
- Total assets
- 40
- Participants
- 46th
- Percentile by assets
- $140,178
- Avg per participant
Official DOL plan name: Citizens State Bank of Loyal Stock Bonus Plan · Sponsored by Citizens State Bank of Loyal · Wisconsin · Finance & Insurance
$6M in assets, 40 participants
Citizens State Bank of Loyal's Citizens State Bank of Loyal Stock Bonus Plan reported $6M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- 46th percentile by assets (of 127,072 plans)
- #2,936 in Finance & Insurance (8,869 peers)
Citizens State Bank of Loyal multi-year trail
Citizens State Bank of Loyal's plans moved +10.8% in assets from 2022 to 2024; this filing shows Citizens State Bank of Loyal Stock Bonus Plan at $6M / 40 participants.
- $6M
- total plan assets (2023 EOY)
- 40
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $140,178
- avg assets per participant
Where Citizens State Bank of Loyal Stock Bonus Plan sits by total assets
Citizens State Bank of Loyal Stock Bonus Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,607,136 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citizens State Bank of Loyal Stock Bonus Plan reported net income rose from -$1M in the plan year 2022 filing to $226K in the plan year 2023 filing.
- Citizens State Bank of Loyal Stock Bonus Plan reported participants rose from 34 in the plan year 2022 filing to 40 in the plan year 2023 filing.
- Citizens State Bank of Loyal Stock Bonus Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Citizens State Bank of Loyal across 3 plan years on file
Across the 3 plan years Citizens State Bank of Loyal has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 10.8%, while reported participants moved from 34 to 37 (+8.8%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).
Citizens State Bank of Loyal multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $5M |
| 2023 | 1 | 40 | $6M |
| 2024 | 1 | 37 | $6M |
Citizens State Bank of Loyal filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $226K |
| Employer EIN | 390210210 |
| Plan Effective Date | 1961-12-04 |
| Filing Status | FILING RECEIVED |
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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Citizens State Bank of Loyal Stock Bonus Plan by total assets, not by location.
Frequently Asked Questions
How did Citizens State Bank of Loyal Stock Bonus Plan assets move in 2023? ▼
How have Citizens State Bank of Loyal plan assets changed over time? ▼
Which ESOP plans are similar in size to Citizens State Bank of Loyal Stock Bonus Plan? ▼
Next read for Citizens State Bank of Loyal Stock Bonus…
Multi-year trail
Ways to act on Citizens State Bank of Loyal Stock Bonus Plan's numbers.
- By total assets, Citizens State Bank of Loyal Stock Bonus Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Citizens State Bank of Loyal's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Finance & Insurance plans