ESOP · DOL Form 5500 · 2023
Banner Welder ESOP Trust ESOP
Data updated 2026-08-25
- $47K
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $1,154
- Avg per participant Low balance/head
Official DOL plan name: Banner Welder ESOP Trust · Sponsored by Banner Welder ESOP Trust · Wisconsin · Manufacturing
$47K in assets, 41 participants
Banner Welder ESOP Trust's Banner Welder ESOP Trust reported $47K in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #272 in Manufacturing (18,722 peers)
What the 2023 filing shows
Banner Welder ESOP Trust holds $47K for 41 participants - about $1,154 per participant, among the smaller plans by assets on file.
- #272
- in Manufacturing (18,722 peers)
- +0.0%
- assets growth YoY
Banner Welder ESOP Trust among the smaller filed plans by assets
Banner Welder ESOP Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,315 4th percentile higher than 4% 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
Banner Welder ESOP Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banner Welder ESOP Trust is a small filing (41 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 390874643 · Banner Welder ESOP Trust PY 2023 · ESOP
Banner Welder ESOP Trust · $47K · 41 · 4th
- BOY $47K
- SCH 41
- EBSA 4th
- PART ESOP
- TYPE near Camarda Employee Benefit Plan
- NET ind #272
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 →
Banner Welder ESOP Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $47K |
|---|---|
| Net Assets (End of Year) | $47K |
| Employer EIN | 390874643 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banner Welder ESOP Trust)
Sponsor-wide plan assets over time
All Banner Welder ESOP Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $47K 0% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 41 | $47K |
| 2024 | 1 | 41 | $47K |
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
Banner Welder ESOP Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Camarda Employee Benefit Plan in FL ($48K); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47K here).
Similar participant headcount
Nearest other-state filings by covered participants (41 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.