ESOP · DOL Form 5500 · 2024

Citizens State Bank of Loyal ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
37
Participants Small participant base
45th
Percentile by assets National rank
$161,173
Avg per participant Above avg balance/head
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Official DOL plan name: Citizens State Bank of Loyal Stock Bonus Plan and Trust · Sponsored by Citizens State Bank of Loyal · Wisconsin · Finance & Insurance

$6M in assets, 37 participants

Citizens State Bank of Loyal's Citizens State Bank of Loyal Stock Bonus Plan and Trust reported $6M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,634 in Finance & Insurance (8,549 peers)

Citizens State Bank of Loyal multi-year trail

Citizens State Bank of Loyal's plans moved +10.8% in assets from 2022 to 2024; this filing shows Citizens State Bank of Loyal Stock Bonus Plan and Trust at $6M / 37 participants.

#2,634
in Finance & Insurance (8,549 peers)
+6.4%
assets growth YoY

Citizens State Bank of Loyal Stock Bonus Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Citizens State Bank of Loyal Stock Bonus Plan and Trust vs every filed plan by assets

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

$5,963,396 45th percentile higher than 45% 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

Citizens State Bank of Loyal Stock Bonus Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens State Bank of Loyal Stock Bonus Plan and Trust is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens State Bank of Loyal Stock Bonus Plan and Trust reported net income rose from $226K in the plan year 2023 filing to $356K in the plan year 2024 filing.
  • Citizens State Bank of Loyal Stock Bonus Plan and Trust reported participants fell from 40 in the plan year 2023 filing to 37 in the plan year 2024 filing.
  • Citizens State Bank of Loyal Stock Bonus Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390210210 · Citizens State Bank of Loyal PY 2024 · ESOP

Citizens State Bank of Loyal Stock Bonus Plan and Trust · $6M · 37 · 45th

  • BOY $6M
  • SCH 37
  • EBSA 45th
  • PART ESOP
  • TYPE near J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan
  • NET ind #2634

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 →

Citizens State Bank of Loyal Stock Bonus Plan and Trust in the asset neighbourhood

Blossom Valley Construction Inc. Employee Stock Ownership Plan and TrustBlossom Valley Construction …$6MCitizens State Bank of Loyal Stock Bonus Plan and TrustCitizens State Bank of Loyal…$6MJ.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership PlanJ.L. Rogers & Callcott Engin…$6MAction Air Systems, Inc. Employee Stock Ownership PlanAction Air Systems, Inc. Emp…$6MThe Coaches Training Institute Employee Stock OwnershipThe Coaches Training Institu…$6M
End-of-year total assets ($M) among Citizens State Bank of Loyal Stock Bonus Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Citizens State Bank of Loyal multi-year asset trail

Sponsor-wide plan assets over time

All Citizens State Bank of Loyal plans reported in each filing year

Latest sponsor-wide plan assets
$6M 10.828197593758649% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M$6.2M 202220232024 $5.38M $5.96M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 34 $5M
2023 1 40 $6M
2024 1 37 $6M

Citizens State Bank of Loyal filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$356K
Employer EIN390210210
Plan Effective Date1961-12-04
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Citizens State Bank of Loyal Stock Bonus Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Citizens State Bank of Loyal Stock Bonus Plan and Trust, Total assets ($B): 0.005963396 · Participants: 37Citizens State Bank of Loyal Stock Bonus Plan and TrustSchreiber 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
Citizens State Bank of Loyal Stock Bonus Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Citizens State Bank of Loyal Stock Bonus Plan and Trust side-by-side with 3 peers →

Citizens State Bank of Loyal Stock Bonus Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan in SC ($6M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Citizens State Bank of Loyal Stock Bonus Plan and Trust assets move in 2024? ▼
Citizens State Bank of Loyal Stock Bonus Plan and Trust grew at a solid clip - up 6.4% during 2024, from $6M to $6M. Reported net income was $356K.
How have Citizens State Bank of Loyal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens State Bank of Loyal's sponsor-wide assets grew 10.8%, from $5M to $6M.
Which ESOP plans are similar in size to Citizens State Bank of Loyal Stock Bonus Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan in SC ($6M, 43 participants).
Which ESOP plans cover a similar participant headcount to Citizens State Bank of Loyal Stock Bonus Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $5M 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 390210210.

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.