ESOP · DOL Form 5500 · 2024

Lake Ridge Bancorp, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
319
Participants Below avg headcount
63rd
Percentile by assets National rank
$43,768
Avg per participant Low balance/head
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Official DOL plan name: Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan · Sponsored by Lake Ridge Bancorp, Inc. · Wisconsin · Finance & Insurance

$14M in assets, 319 participants

Lake Ridge Bancorp, Inc.'s Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan reported $14M in total assets and 319 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,008 in Finance & Insurance (8,549 peers)

Lake Ridge Bancorp, Inc. multi-year trail

Lake Ridge Bancorp, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan at $14M / 319 participants.

#4,008
in Finance & Insurance (8,549 peers)
+26.6%
assets growth YoY

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,962,096 Top 37% higher than 63% 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

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan reported net income rose from -$158K in the plan year 2023 filing to $226K in the plan year 2024 filing.
  • Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan reported participants rose from 229 in the plan year 2023 filing to 319 in the plan year 2024 filing.
  • Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391820222 · Lake Ridge Bancorp, Inc. PY 2024 · ESOP

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan · $14M · 319 · 63rd

  • PCT $14M
  • PCT 319
  • PCT 63rd
  • PCT ESOP
  • PCT near Clima-Tech Employee Stock Ownership Plan
  • PCT ind #4008

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 →

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

North Country Business Products Associate Stock Ownership PlanNorth Country Business Produ…$14MClima-Tech Employee Stock Ownership PlanClima-Tech Employee Stock Ow…$14MLake Ridge Bancorp, Inc. Employee Stock Ownership PlanLake Ridge Bancorp, Inc. Emp…$14MA-1 Global Holdings ESOP Plan and TrustA-1 Global Holdings ESOP Pla…$14MAlbion General Contractors, Inc. Employee Stock OwnershipAlbion General Contractors, …$14M
End-of-year total assets ($M) among Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lake Ridge Bancorp, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lake Ridge Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 24.774715357962094% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.2M $14M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 222 $11M
2023 1 229 $11M
2024 1 319 $14M

Lake Ridge Bancorp, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$226K
Employer EIN391820222
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013962096 · Participants: 319Lake Ridge Bancorp, Inc. 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
Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Clima-Tech Employee Stock Ownership Plan in ID ($14M); by covered participants it is Ensafe Inc. Employee Stock Ownership Plan in TN (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan grew sharply - up 26.6% during 2024, from $11M to $14M. Reported net income was $226K.
How have Lake Ridge Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Ridge Bancorp, Inc.'s sponsor-wide assets grew 24.8%, from $11M to $14M.
Which ESOP plans are similar in size to Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Clima-Tech Employee Stock Ownership Plan in ID ($14M, 57 participants).
Which ESOP plans cover a similar participant headcount to Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ensafe Inc. Employee Stock Ownership Plan in TN (319 participants, $17M 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 391820222.

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.