ESOP · DOL Form 5500 · 2023

Lake Ridge Bancorp, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
229
Participants Below avg headcount
61st
Percentile by assets National rank
$48,172
Avg per participant Low balance/head
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Official DOL plan name: Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan · Sponsored by Lake Ridge Bancorp, Inc. · Wisconsin · Finance & Insurance

$11M in assets, 229 participants

Lake Ridge Bancorp, Inc.'s Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan reported $11M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,035 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan covers 229 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#4,035
in Finance & Insurance (8,869 peers)
-1.4%
assets change YoY

The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,031,485 Top 39% higher than 61% 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

Lake Ridge Bancorp, Inc. 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. Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan reported net income fell from $391K in the plan year 2022 filing to -$158K in the plan year 2023 filing.
  • Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan reported participants rose from 222 in the plan year 2022 filing to 229 in the plan year 2023 filing.
  • Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391820222 · Lake Ridge Bancorp, Inc. PY 2023 · ESOP

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan · $11M · 229 · 61st

  • TYPE $11M
  • TYPE 229
  • TYPE 61st
  • TYPE ESOP
  • TYPE near E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan
  • TYPE ind #4035

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 →

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Territorial Savings Bank Amended and Restated ESOPTerritorial Savings Bank Ame…$11MLake Ridge Bancorp, Inc. Employee Stock Ownership PlanLake Ridge Bancorp, Inc. Emp…$11ME.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership PlanE.S.a.I.C., Inc. Dba Eastern…$11MO & F Machine Products Company Employee Stock Ownership PlanO & F Machine Products Compa…$11MArion Systems, Inc. Employee Stock Ownership PlanArion Systems, Inc. Employee…$11M
End-of-year total assets ($M) among Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$158K
Employer EIN391820222
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Ridge Bancorp, Inc.)

Sponsor-wide plan assets over time

All Lake Ridge Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 24.774715357962094% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.2M $14M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 222 $11M
2023 1 229 $11M
2024 1 319 $14M

Nearby ESOP Plans in Wisconsin

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

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011031485 · Participants: 229Lake Ridge Bancorp, Inc. 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
Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan in NY ($11M); by covered participants it is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan edged down modestly - down 1.4% during 2023, from $11M to $11M. Reported net income was -$158K.
How have Lake Ridge Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Ridge Bancorp, Inc.'s sponsor-wide assets grew 24.8%, from $11M to $14M.
Which ESOP plans are similar in size to Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan in NY ($11M, 57 participants).
Which ESOP plans cover a similar participant headcount to Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (229 participants, $68M 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 391820222.

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.