401(k) · DOL Form 5500 · 2022
State Bank of Arcadia 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $40,879
- Avg per participant Low balance/head
Official DOL plan name: B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan · Sponsored by State Bank of Arcadia · Wisconsin · Finance & Insurance
$1M in assets, 28 participants
State Bank of Arcadia's B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan reported $1M in total assets and 28 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.
- #1,622 in Finance & Insurance (9,261 peers)
2022 asset change
B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan contracted severely 87.9% in 2022 ($9M → $1M) for 28 participants.
- #1,622
- in Finance & Insurance (9,261 peers)
- -87.9%
- assets change YoY
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan among the smaller filed plans by assets
B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,144,620 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 390633960 · State Bank of Arcadia PY 2022 · 401(k)
B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan · $1M · 28 · 26th
- TYPE $1M
- NET 28
- BOOK 26th
- VS-ST 401(k)
- BOY near Digital Technology Solutions 401(k) Plan
- SCH ind #1622
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 Wisconsin →
B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan in the asset neighbourhood
State Bank of Arcadia years around the 2022 move
Sponsor-wide plan assets over time
All State Bank of Arcadia plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $1M |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$8M |
| Employer EIN | 390633960 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Digital Technology Solutions 401(k) Plan in MI ($1M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 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.