ESOP · DOL Form 5500 · 2024

Marathon Bank ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
25
Participants Small participant base
24th
Percentile by assets National rank
$41,952
Avg per participant Low balance/head
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Official DOL plan name: Marathon Bank Employee Stock Ownership Plan · Sponsored by Marathon Bank · Wisconsin · Finance & Insurance

$1M in assets, 25 participants

Marathon Bank's Marathon Bank Employee Stock Ownership Plan reported $1M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,161 in Finance & Insurance (8,549 peers)

2024 asset change

Marathon Bank Employee Stock Ownership Plan grew sharply 23.1% in 2024 ($852K → $1M) for 25 participants.

#1,161
in Finance & Insurance (8,549 peers)
+23.1%
assets growth YoY

Marathon Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Marathon Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,048,802 24th percentile higher than 24% 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

Marathon Bank 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. Marathon Bank Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marathon Bank Employee Stock Ownership Plan reported net income rose from -$115K in the plan year 2023 filing to $222K in the plan year 2024 filing.
  • Marathon Bank Employee Stock Ownership Plan end-of-year assets rose from $852K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Marathon Bank Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390449690 · Marathon Bank PY 2024 · ESOP

Marathon Bank Employee Stock Ownership Plan · $1M · 25 · 24th

  • BOY $1M
  • SCH 25
  • EBSA 24th
  • PART ESOP
  • TYPE near Frattalone Holding Company, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #1161

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 →

Marathon Bank Employee Stock Ownership Plan in the asset neighbourhood

Marathon Bank Employee Stock Ownership PlanMarathon Bank Employee Stock…$1MFrattalone Holding Company, Inc. Employee Stock Ownership Plan and TrustFrattalone Holding Company, …$1MAir Quality Engineering, Inc. Employee Stock Ownership PlanAir Quality Engineering, Inc…$1MVeralon Partners Inc. Employee Stock Ownership PlanVeralon Partners Inc. Employ…$1MMulti Image Group, Inc. Employee Stock Ownership PlanMulti Image Group, Inc. Empl…$1M
End-of-year total assets ($M) among Marathon Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Marathon Bank years around the 2024 move

Sponsor-wide plan assets over time

All Marathon Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.730697732560718% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M 202220232024 $0.99M $1.05M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 28 $992K
2023 1 30 $852K
2024 1 25 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$852K
Net Assets (End of Year)$279K
Net Income$222K
Employer EIN390449690
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Marathon Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Marathon Bank Employee Stock Ownership Plan, Total assets ($B): 0.001048802 · Participants: 25Marathon Bank 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
Marathon Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Marathon Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Frattalone Holding Company, Inc. Employee Stock Ownership Plan and Trust in MN ($1M); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Marathon Bank Employee Stock Ownership Plan assets move in 2024? ▼
Marathon Bank Employee Stock Ownership Plan grew sharply - up 23.1% during 2024, from $852K to $1M. Reported net income was $222K.
How have Marathon Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marathon Bank's sponsor-wide assets grew 5.7%, from $992K to $1M.
Where does Marathon Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Marathon Bank Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Marathon Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Frattalone Holding Company, Inc. Employee Stock Ownership Plan and Trust in MN ($1M, 38 participants).
Which ESOP plans cover a similar participant headcount to Marathon Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants, $2M 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 390449690.

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.