ESOP · DOL Form 5500 · 2024

Citizens Financial Corp ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
50th
Percentile by assets National rank
$231,392
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citizens Financial Corporation Employee Stock Ownership Plan · Sponsored by Citizens Financial Corp · Wisconsin · Finance & Insurance

$8M in assets, 33 participants

Citizens Financial Corp's Citizens Financial Corporation Employee Stock Ownership Plan reported $8M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,961 in Finance & Insurance (8,549 peers)

Citizens Financial Corp multi-year trail

Citizens Financial Corp's plans moved +20.2% in assets from 2022 to 2024; this filing shows Citizens Financial Corporation Employee Stock Ownership Plan at $8M / 33 participants.

#2,961
in Finance & Insurance (8,549 peers)
+6.4%
assets growth YoY

Citizens Financial Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$7,635,948 Top 50% higher than 50% 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 Financial Corporation 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. Citizens Financial Corporation Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens Financial Corporation Employee Stock Ownership Plan reported net income fell from $634K in the plan year 2023 filing to $243K in the plan year 2024 filing.
  • Citizens Financial Corporation Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Citizens Financial Corporation Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391474224 · Citizens Financial Corp PY 2024 · ESOP

Citizens Financial Corporation Employee Stock Ownership Plan · $8M · 33 · 50th

  • PHOTO $8M
  • IND 33
  • EOY 50th
  • 5500 ESOP
  • ASSETS near Miller Dunwiddie Architecture, Inc. Employee Stock Ownership Plan
  • PCT ind #2961

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 Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood

Scci Employee Stock Ownership PlanScci Employee Stock Ownershi…$8MHarber Companies, Inc. ESOP$8MCitizens Financial Corporation Employee Stock Ownership PlanCitizens Financial Corporati…$8MMiller Dunwiddie Architecture, Inc. Employee Stock Ownership PlanMiller Dunwiddie Architectur…$8MC. Herman Construction, Inc. Employee Stock Ownership PlanC. Herman Construction, Inc.…$8M
End-of-year total assets ($M) among Citizens Financial Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Citizens Financial Corp multi-year asset trail

Sponsor-wide plan assets over time

All Citizens Financial Corp plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.20539583594717% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.35M $7.64M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 32 $6M
2023 1 34 $7M
2024 1 33 $8M

Citizens Financial Corp filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income$243K
Employer EIN391474224
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Citizens Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Citizens Financial Corporation Employee Stock Ownership Plan, Total assets ($B): 0.007635948 · Participants: 33Citizens Financial Corporation 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
Citizens Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Citizens Financial Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Citizens Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Miller Dunwiddie Architecture, Inc. Employee Stock Ownership Plan in MN ($8M); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Financial Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Citizens Financial Corporation Employee Stock Ownership Plan grew at a solid clip - up 6.4% during 2024, from $7M to $8M. Reported net income was $243K.
How have Citizens Financial Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Financial Corp's sponsor-wide assets grew 20.2%, from $6M to $8M.
Which ESOP plans are similar in size to Citizens Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miller Dunwiddie Architecture, Inc. Employee Stock Ownership Plan in MN ($8M, 46 participants).
Which ESOP plans cover a similar participant headcount to Citizens Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M 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 391474224.

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.