ESOP · DOL Form 5500 · 2024

American National Bank of Beaver Dam ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
31
Participants Small participant base
46th
Percentile by assets National rank
$201,834
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The American National Bank of Beaver Dam Employee Stock Ownership Plan · Sponsored by American National Bank of Beaver Dam · Wisconsin · Finance & Insurance

$6M in assets, 31 participants

American National Bank of Beaver Dam's The American National Bank of Beaver Dam Employee Stock Ownership Plan reported $6M in total assets and 31 participants in its 2024 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.

  • #2,699 in Finance & Insurance (8,549 peers)

American National Bank of Beaver Dam multi-year trail

American National Bank of Beaver Dam's plans moved +23.9% in assets from 2022 to 2024; this filing shows The American National Bank of Beaver Dam Employee Stock Ownership Plan at $6M / 31 participants.

#2,699
in Finance & Insurance (8,549 peers)
+6.4%
assets growth YoY

The American National Bank of Beaver Dam Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

The American National Bank of Beaver Dam Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,256,850 46th percentile higher than 46% of 123,620 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 2024

The American National Bank of Beaver Dam Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The American National Bank of Beaver Dam Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The American National Bank of Beaver Dam Employee Stock Ownership Plan reported net income fell from $936K in the plan year 2023 filing to $489K in the plan year 2024 filing.
  • The American National Bank of Beaver Dam Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The American National Bank of Beaver Dam Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391501073 · American National Bank of Beaver Dam PY 2024 · ESOP

The American National Bank of Beaver Dam Employee Stock Ownership Plan · $6M · 31 · 46th

  • BOY $6M
  • SCH 31
  • EBSA 46th
  • PART ESOP
  • TYPE near Lundquist Employee Stock Ownership Plan
  • NET ind #2699

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 American National Bank of Beaver Dam Employee Stock Ownership Plan in the asset neighbourhood

Garden & Valley Isle Seafood, Inc. Employee Stock Ownership PlanGarden & Valley Isle Seafood…$6MThe American National Bank of Beaver Dam Employee Stock Ownership PlanThe American National Bank o…$6MLundquist Employee Stock Ownership PlanLundquist Employee Stock Own…$6MJ & J Amusements, Inc. , an Oregon Corporation Employee Stock Ownership PlanJ & J Amusements, Inc. , an …$6MWrd, Inc. Employee Stock Ownership PlanWrd, Inc. Employee Stock Own…$6M
End-of-year total assets ($M) among The American National Bank of Beaver Dam Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

American National Bank of Beaver Dam multi-year asset trail

Sponsor-wide plan assets over time

All American National Bank of Beaver Dam plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.918975604983498% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.05M $6.26M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 26 $5M
2023 1 32 $6M
2024 1 31 $6M

American National Bank of Beaver Dam filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$489K
Employer EIN391501073
Plan Effective Date1991-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

The American National Bank of Beaver Dam Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants The American National Bank of Beaver Dam Employee Stock Ownership Plan, Total assets ($B): 0.00625685 · Participants: 31The American National Bank of Beaver Dam Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
The American National Bank of Beaver Dam Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare The American National Bank of Beaver Dam Employee Stock Ownership Plan side-by-side with 3 peers →

The American National Bank of Beaver Dam Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Lundquist Employee Stock Ownership Plan in CO ($6M); by covered participants it is Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan in NC (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The American National Bank of Beaver Dam Employee Stock Ownership Plan assets move in 2024? ▼
The American National Bank of Beaver Dam Employee Stock Ownership Plan grew at a solid clip - up 6.4% during 2024, from $6M to $6M. Reported net income was $489K.
How have American National Bank of Beaver Dam plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American National Bank of Beaver Dam's sponsor-wide assets grew 23.9%, from $5M to $6M.
Which ESOP plans are similar in size to The American National Bank of Beaver Dam Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lundquist Employee Stock Ownership Plan in CO ($6M, 27 participants).
Which ESOP plans cover a similar participant headcount to The American National Bank of Beaver Dam Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan in NC (31 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391501073.

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.