Other · DOL Form 5500 · 2022
Citizens State Bank of Loyal Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $158,258
- Avg per participant Above avg balance/head
Official DOL plan name: Citizens State Bank of Loyal Stock Bonus Plan · Sponsored by Citizens State Bank of Loyal · Wisconsin · Finance & Insurance
$5M in assets, 34 participants
Citizens State Bank of Loyal's Citizens State Bank of Loyal Stock Bonus Plan reported $5M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,376 in Finance & Insurance (9,261 peers)
Citizens State Bank of Loyal multi-year trail
Citizens State Bank of Loyal's plans moved +10.8% in assets from 2022 to 2024; this filing shows Citizens State Bank of Loyal Stock Bonus Plan at $5M / 34 participants.
- #3,376
- in Finance & Insurance (9,261 peers)
- -17.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citizens State Bank of Loyal Stock Bonus Plan's mid-pack asset rank among Finance & Insurance and all filers
Citizens State Bank of Loyal Stock Bonus Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,380,757 Top 48% higher than 52% 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
Citizens State Bank of Loyal Stock Bonus 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. Citizens State Bank of Loyal Stock Bonus Plan is a small filing (34 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 390210210 · Citizens State Bank of Loyal PY 2022 · Other
Citizens State Bank of Loyal Stock Bonus Plan · $5M · 34 · 52nd
- PHOTO $5M
- PHOTO 34
- PHOTO 52nd
- PHOTO Other
- PHOTO near 403(b) Thrift Plan for Congressional School
- PHOTO ind #3376
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 →
Citizens State Bank of Loyal Stock Bonus Plan in the asset neighbourhood
Citizens State Bank of Loyal multi-year asset trail
Sponsor-wide plan assets over time
All Citizens State Bank of Loyal plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 10.828197593758649% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $5M |
| 2023 | 1 | 40 | $6M |
| 2024 | 1 | 37 | $6M |
Citizens State Bank of Loyal filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 390210210 |
| Plan Effective Date | 1961-12-04 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Citizens State Bank of Loyal Stock Bonus Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan for Congressional School in VA ($5M); by covered participants it is Macon East Academy Tax Sheltered 403(b) Plan in AL (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.