ESOP · DOL Form 5500 · 2023

Marquette Bank ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
287
Participants Below avg headcount
52nd
Percentile by assets National rank
$26,189
Avg per participant Low balance/head
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Official DOL plan name: Marquette Bank Employee Stock Ownership Plan · Sponsored by Marquette Bank · Illinois · Finance & Insurance

$8M in assets, 287 participants

Marquette Bank's Marquette Bank Employee Stock Ownership Plan reported $8M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,337 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Marquette Bank Employee Stock Ownership Plan covers 287 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#3,337
in Finance & Insurance (8,869 peers)
-3.9%
assets change YoY

The plan reported a net loss of $382K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marquette Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$7,516,284 Top 48% higher than 52% 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

Marquette 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. Marquette Bank Employee Stock Ownership Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marquette Bank Employee Stock Ownership Plan reported net income rose from -$849K in the plan year 2022 filing to -$382K in the plan year 2023 filing.
  • Marquette Bank Employee Stock Ownership Plan reported participants fell from 310 in the plan year 2022 filing to 287 in the plan year 2023 filing.
  • Marquette Bank Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362031498 · Marquette Bank PY 2023 · ESOP

Marquette Bank Employee Stock Ownership Plan · $8M · 287 · 52nd

  • EOY $8M
  • 5500 287
  • ASSETS 52nd
  • PCT ESOP
  • EIN near Waukesha State Bank Employee Stock Ownership Plan
  • RANK ind #3337

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 Illinois →

Marquette Bank Employee Stock Ownership Plan in the asset neighbourhood

Marquette Bank Employee Stock Ownership PlanMarquette Bank Employee Stoc…$8MWaukesha State Bank Employee Stock Ownership PlanWaukesha State Bank Employee…$8MMillwork Distributors Inc. Employee Stock Ownership PlanMillwork Distributors Inc. E…$8MMarathon Electrical Holdings, Inc. Employee Stock Ownership PlanMarathon Electrical Holdings…$8MFabricut/S. Harris, Inc. Fabricut Employees Stock Ownership PlanFabricut/S. Harris, Inc. Fab…$8M
End-of-year total assets ($M) among Marquette Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$382K
Employer EIN362031498
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette Bank)

Sponsor-wide plan assets over time

All Marquette Bank plans reported in each filing year

Latest sponsor-wide plan assets
$59M 25.51928746331022% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.3M $59.3M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 649 $47M
2023 2 622 $53M
2024 2 643 $59M

Nearby ESOP Plans in Illinois

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

Marquette Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Marquette Bank Employee Stock Ownership Plan, Total assets ($B): 0.007516284 · Participants: 287Marquette Bank Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Marquette Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Marquette Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Waukesha State Bank Employee Stock Ownership Plan in WI ($8M); by covered participants it is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Marquette Bank Employee Stock Ownership Plan assets move in 2023? ▼
Marquette Bank Employee Stock Ownership Plan edged down modestly - down 3.9% during 2023, from $8M to $8M. Reported net income was -$382K.
How have Marquette Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquette Bank's sponsor-wide assets grew 25.5%, from $47M to $59M.
Which ESOP plans are similar in size to Marquette Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Waukesha State Bank Employee Stock Ownership Plan in WI ($8M, 268 participants).
Which ESOP plans cover a similar participant headcount to Marquette Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN (287 participants, $18M 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 362031498.

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.