ESOP · DOL Form 5500 · 2024

Marquette Bank ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
292
Participants Below avg headcount
51st
Percentile by assets National rank
$27,994
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marquette Bank Employee Stock Ownership Plan · Sponsored by Marquette Bank · Illinois · Finance & Insurance

$8M in assets, 292 participants

Marquette Bank's Marquette Bank Employee Stock Ownership Plan reported $8M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,054 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Marquette Bank Employee Stock Ownership Plan covers 292 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#3,054
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY

Marquette Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$8,174,180 Top 49% higher than 51% 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

Marquette Bank 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. Marquette Bank Employee Stock Ownership Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marquette Bank Employee Stock Ownership Plan reported net income rose from -$382K in the plan year 2023 filing to $740K in the plan year 2024 filing.
  • Marquette Bank Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Marquette Bank Employee Stock Ownership Plan reported participants rose from 287 in the plan year 2023 filing to 292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362031498 · Marquette Bank PY 2024 · ESOP

Marquette Bank Employee Stock Ownership Plan · $8M · 292 · 51st

  • SCH $8M
  • EBSA 292
  • PART 51st
  • TYPE ESOP
  • NET near Yankee Publishing, Inc Employee Stock Ownership Plan
  • BOOK ind #3054

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 Illinois →

Marquette Bank Employee Stock Ownership Plan in the asset neighbourhood

Heirloom Traditions Paint Employee Stock Ownership PlanHeirloom Traditions Paint Em…$8MMarquette Bank Employee Stock Ownership PlanMarquette Bank Employee Stoc…$8MYankee Publishing, Inc Employee Stock Ownership PlanYankee Publishing, Inc Emplo…$8MRaulli & Sons, Inc. Employee Stock Ownership PlanRaulli & Sons, Inc. Employee…$8MGeneral Networks Corporation Employees' Stock Ownership PlanGeneral Networks Corporation…$8M
End-of-year total assets ($M) among Marquette Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$740K
Employer EIN362031498
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette Bank)

Sponsor-wide plan assets over time

All Marquette Bank plans reported in each filing year

Latest sponsor-wide plan assets
$59M 25.51928746331022% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.3M $59.3M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 649 $47M
2023 2 622 $53M
2024 2 643 $59M

Nearby ESOP Plans in Illinois

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

Marquette Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Marquette Bank Employee Stock Ownership Plan, Total assets ($B): 0.00817418 · Participants: 292Marquette Bank Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Marquette Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Marquette Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Yankee Publishing, Inc Employee Stock Ownership Plan in NH ($8M); by covered participants it is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Marquette Bank Employee Stock Ownership Plan assets move in 2024? ▼
Marquette Bank Employee Stock Ownership Plan grew at a solid clip - up 8.8% during 2024, from $8M to $8M. Reported net income was $740K.
How have Marquette Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquette Bank's sponsor-wide assets grew 25.5%, from $47M to $59M.
Which ESOP plans are similar in size to Marquette Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Yankee Publishing, Inc Employee Stock Ownership Plan in NH ($8M, 82 participants).
Which ESOP plans cover a similar participant headcount to Marquette Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN (292 participants, $22M 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 362031498.

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.