ESOP · DOL Form 5500 · 2024
Banner Welder ESOP Trust ESOP
Data updated 2026-08-25
- $47K
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $1,154
- Avg per participant Low balance/head
Official DOL plan name: Banner Welder ESOP Trust · Sponsored by Banner Welder ESOP Trust · Wisconsin · Manufacturing
$47K in assets, 41 participants
Banner Welder ESOP Trust's Banner Welder ESOP Trust reported $47K in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #223 in Manufacturing (17,777 peers)
What the 2024 filing shows
Banner Welder ESOP Trust holds $47K for 41 participants - about $1,154 per participant, among the smaller plans by assets on file.
- #223
- in Manufacturing (17,777 peers)
- +0.0%
- assets growth YoY
Banner Welder ESOP Trust among the smaller filed plans by assets
Banner Welder ESOP Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,315 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Banner Welder ESOP 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. Banner Welder ESOP Trust is a small filing (41 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 390874643 · Banner Welder ESOP Trust PY 2024 · ESOP
Banner Welder ESOP Trust · $47K · 41 · 3rd
- EIN $47K
- EIN 41
- EIN 3rd
- EIN ESOP
- EIN near Ahc Employee Stock Ownership Plan
- EIN ind #223
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 →
Banner Welder ESOP Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $47K |
|---|---|
| Net Assets (End of Year) | $47K |
| Employer EIN | 390874643 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banner Welder ESOP Trust)
Sponsor-wide plan assets over time
All Banner Welder ESOP Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $47K 0% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 41 | $47K |
| 2024 | 1 | 41 | $47K |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Banner Welder ESOP Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Ahc Employee Stock Ownership Plan in TN ($47K); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47K here).
Similar participant headcount
Nearest other-state filings by covered participants (41 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.