ESOP · DOL Form 5500 · 2024

Stratford Bancshares, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
29th
Percentile by assets National rank
$62,959
Avg per participant Low balance/head
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Official DOL plan name: Partners Bank of Wisconsin Employee Stock Ownership Plan · Sponsored by Stratford Bancshares, Inc. · Wisconsin · Finance & Insurance

$2M in assets, 32 participants

Stratford Bancshares, Inc.'s Partners Bank of Wisconsin Employee Stock Ownership Plan reported $2M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,589 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Partners Bank of Wisconsin Employee Stock Ownership Plan holds $2M for 32 participants - about $62,959 per participant, in the lower half of filed plans by assets.

#1,589
in Finance & Insurance (8,549 peers)
-2.0%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners Bank of Wisconsin Employee Stock Ownership Plan among the smaller filed plans by assets

Partners Bank of Wisconsin Employee Stock Ownership Plan vs every filed plan by assets

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

$2,014,693 29th percentile higher than 29% 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

Partners Bank of Wisconsin 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. Partners Bank of Wisconsin Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Partners Bank of Wisconsin Employee Stock Ownership Plan reported net income rose from -$179K in the plan year 2023 filing to -$40K in the plan year 2024 filing.
  • Partners Bank of Wisconsin Employee Stock Ownership Plan reported participants rose from 27 in the plan year 2023 filing to 32 in the plan year 2024 filing.
  • Partners Bank of Wisconsin Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391547587 · Stratford Bancshares, Inc. PY 2024 · ESOP

Partners Bank of Wisconsin Employee Stock Ownership Plan · $2M · 32 · 29th

  • EIN $2M
  • EIN 32
  • EIN 29th
  • EIN ESOP
  • EIN near Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust
  • EIN ind #1589

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 →

Partners Bank of Wisconsin Employee Stock Ownership Plan in the asset neighbourhood

Hale Farms, Inc. Employee Stock Ownership PlanHale Farms, Inc. Employee St…$2MCentury-Centech Holding Co. Employee Stock Ownership PlanCentury-Centech Holding Co. …$2MPartners Bank of Wisconsin Employee Stock Ownership PlanPartners Bank of Wisconsin E…$2MMichael J. Antonello and Associates, Ltd. ESOP Plan and TrustMichael J. Antonello and Ass…$2MHart Software, Inc. Employee Stock Ownership PlanHart Software, Inc. Employee…$2M
End-of-year total assets ($M) among Partners Bank of Wisconsin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$40K
Employer EIN391547587
Plan Effective Date1988-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Stratford Bancshares, Inc.)

Sponsor-wide plan assets over time

All Stratford Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.830307451657875% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.23M $2.01M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 30 $2M
2023 1 27 $2M
2024 1 32 $2M

Nearby ESOP Plans in Wisconsin

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

Partners Bank of Wisconsin Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Partners Bank of Wisconsin Employee Stock Ownership Plan, Total assets ($B): 0.002014693 · Participants: 32Partners Bank of Wisconsin 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
Partners Bank of Wisconsin Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Partners Bank of Wisconsin Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust in MN ($2M); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Partners Bank of Wisconsin Employee Stock Ownership Plan assets move in 2024? ▼
Partners Bank of Wisconsin Employee Stock Ownership Plan edged down modestly - down 2.0% during 2024, from $2M to $2M. Reported net income was -$40K.
How have Stratford Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stratford Bancshares, Inc.'s sponsor-wide assets declined 9.8%, from $2M to $2M.
Which ESOP plans are similar in size to Partners Bank of Wisconsin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust in MN ($2M, 2 participants).
Which ESOP plans cover a similar participant headcount to Partners Bank of Wisconsin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants, $607K 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 391547587.

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.