401(k) · DOL Form 5500 · 2022

Stock Exchange Bank 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
26th
Percentile by assets National rank
$80,278
Avg per participant Below avg balance/head
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Official DOL plan name: The Stock Exchange Bank 401(k) Plan Tr. · Sponsored by Stock Exchange Bank · Kansas · Finance & Insurance

$1M in assets, 14 participants

Stock Exchange Bank's The Stock Exchange Bank 401(k) Plan Tr. reported $1M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,609 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

The Stock Exchange Bank 401(k) Plan Tr. holds $1M for 14 participants - about $80,278 per participant, in the lower half of filed plans by assets.

#1,609
in Finance & Insurance (9,261 peers)
-3.4%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Stock Exchange Bank 401(k) Plan Tr. among the smaller filed plans by assets

The Stock Exchange Bank 401(k) Plan Tr. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,123,891 26th percentile higher than 26% of 139,123 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 2022

The Stock Exchange Bank 401(k) Plan Tr. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stock Exchange Bank 401(k) Plan Tr. is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 480438970 · Stock Exchange Bank PY 2022 · 401(k)

The Stock Exchange Bank 401(k) Plan Tr. · $1M · 14 · 26th

  • PCT $1M
  • PCT 14
  • PCT 26th
  • PCT 401(k)
  • PCT near Bolanos, Inc. 401(k) Plan and Trust
  • PCT ind #1609

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 Finance & Insurance retirement plans → · Plans in Kansas →

The Stock Exchange Bank 401(k) Plan Tr. in the asset neighbourhood

The Stock Exchange Bank 401(k) Plan Tr.The Stock Exchange Bank 401(…$1MBolanos, Inc. 401(k) Plan and TrustBolanos, Inc. 401(k) Plan an…$1MVidhwan Inc 401(k) Profit Sharing Plan & TrustVidhwan Inc 401(k) Profit Sh…$1MCkb Management LLC 401(k) Profit Sharing Plan & TrustCkb Management LLC 401(k) Pr…$1MMontessori Academy 401(k) PlanMontessori Academy 401(k) Pl…$1M
End-of-year total assets ($M) among The Stock Exchange Bank 401(k) Plan Tr. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$39K
Employer EIN480438970
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stock Exchange Bank)

Sponsor-wide plan assets over time

All Stock Exchange Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.1918415575887698% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M$1.2M 202220232024 $1.12M $1.14M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 14 $1M
2024 1 13 $1M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Stock Exchange Bank 401(k) Plan Tr. vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The Stock Exchange Bank 401(k) Plan Tr., Total assets ($B): 0.001123891 · Participants: 14The Stock Exchange Bank 401(k) Plan Tr.Koch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
The Stock Exchange Bank 401(k) Plan Tr. vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare The Stock Exchange Bank 401(k) Plan Tr. side-by-side with 3 peers →

The Stock Exchange Bank 401(k) Plan Tr.'s out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Bolanos, Inc. 401(k) Plan and Trust in IL ($1M); by covered participants it is Athens Group Retirement Savings Plan in TX (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Stock Exchange Bank 401(k) Plan Tr. assets move in 2022? ▼
The Stock Exchange Bank 401(k) Plan Tr. edged down modestly - down 3.4% during 2022, from $1M to $1M. Reported net income was -$39K.
How have Stock Exchange Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stock Exchange Bank's sponsor-wide assets grew 1.2%, from $1M to $1M.
Which 401(k) plans are similar in size to The Stock Exchange Bank 401(k) Plan Tr.? ▼
Among 401(k) plans in other states, the closest by assets is Bolanos, Inc. 401(k) Plan and Trust in IL ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to The Stock Exchange Bank 401(k) Plan Tr.? ▼
Among 401(k) plans in other states, the closest by covered participants is Athens Group Retirement Savings Plan in TX (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480438970.

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.