ESOP · DOL Form 5500 · 2023
The Stephenson National Bank & Trust ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $11,334
- Avg per participant Low balance/head
Official DOL plan name: The Stephenson National Bank & Trust Employee Stock Ownership Plan · Sponsored by The Stephenson National Bank & Trust · Wisconsin · Finance & Insurance
$1M in assets, 116 participants
The Stephenson National Bank & Trust's The Stephenson National Bank & Trust Employee Stock Ownership Plan reported $1M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #1,524 in Finance & Insurance (8,869 peers)
Coverage in Wisconsin
The Stephenson National Bank & Trust Employee Stock Ownership Plan covers 116 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $1M.
- #1,524
- in Finance & Insurance (8,869 peers)
- +148.0%
- assets growth YoY
The Stephenson National Bank & Trust Employee Stock Ownership Plan among the smaller filed plans by assets
The Stephenson National Bank & Trust Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,314,712 26th percentile higher than 26% 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
The Stephenson National Bank & Trust 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. The Stephenson National Bank & Trust Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Stephenson National Bank & Trust Employee Stock Ownership Plan end-of-year assets rose from $530K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Stephenson National Bank & Trust Employee Stock Ownership Plan reported net income rose from $530K in the plan year 2022 filing to $785K in the plan year 2023 filing.
- The Stephenson National Bank & Trust Employee Stock Ownership Plan reported participants fell from 124 in the plan year 2022 filing to 116 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390638020 · The Stephenson National Bank & Trust PY 2023 · ESOP
The Stephenson National Bank & Trust Employee Stock Ownership Plan · $1M · 116 · 26th
- PART $1M
- PART 116
- PART 26th
- PART ESOP
- PART near Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust
- PART ind #1524
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 Stephenson National Bank & Trust Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $530K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $785K |
| Employer EIN | 390638020 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Stephenson National Bank & Trust)
Sponsor-wide plan assets over time
All The Stephenson National Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 27.35352742475633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 248 | $22M |
| 2023 | 2 | 233 | $26M |
| 2024 | 2 | 217 | $28M |
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
The Stephenson National Bank & Trust Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust in CA ($1M); by covered participants it is Extol, Inc. Employee Stock Ownership Plan in MI (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.