401(k) · DOL Form 5500 · 2022

Nicolet National Bank 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
712
Participants Below avg headcount
92nd
Percentile by assets National rank
$122,938
Avg per participant Near avg balance/head
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Official DOL plan name: Nicolet National Bank 401(k) Plan · Sponsored by Nicolet National Bank · Wisconsin · Finance & Insurance

$88M in assets, 712 participants

Nicolet National Bank's Nicolet National Bank 401(k) Plan reported $88M in total assets and 712 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,071 in Finance & Insurance (9,261 peers)

Where Nicolet National Bank 401(k) Plan sits by assets

Nicolet National Bank 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 712 participants (~$122,938/participant), down 0.8% in 2022.

#8,071
in Finance & Insurance (9,261 peers)
-0.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $735K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nicolet National Bank 401(k) Plan's outsized position by total assets

Nicolet National Bank 401(k) Plan vs every filed plan by assets

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

$87,532,105 Top 8% higher than 92% 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

Nicolet National Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicolet National Bank 401(k) Plan sits mid-pack in the medium band (712 participants).

DOL schedule card

Filing strip 391990426 · Nicolet National Bank PY 2022 · 401(k)

Nicolet National Bank 401(k) Plan · $88M · 712 · 92nd

  • PART $88M
  • PART 712
  • PART 92nd
  • PART 401(k)
  • PART near Cass Information Systems, Inc. 401(k) Plan
  • PART ind #8071

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 →

Nicolet National Bank 401(k) Plan in the asset neighbourhood

The Branch Group Inc Nd Affiliates Employee Stocdk Ownership and Savings PlanThe Branch Group Inc Nd Affi…$88MHirschler Fleischer, a Professional Corporation Retirement PlanHirschler Fleischer, a Profe…$88MCass Information Systems, Inc. 401(k) PlanCass Information Systems, In…$88MNicolet National Bank 401(k) PlanNicolet National Bank 401(k)…$88MIndependence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Independence Bancshares, Inc…$88M
End-of-year total assets ($M) among Nicolet National Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$88M
Net Income-$735K
Employer EIN391990426
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicolet National Bank)

Sponsor-wide plan assets over time

All Nicolet National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$124M 41.99357481463515% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $87.5M $124M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 712 $88M
2023 1 929 $105M
2024 1 906 $124M

Nearby 401(k) Plans in Wisconsin

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

Nicolet National Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Nicolet National Bank 401(k) Plan, Total assets ($B): 0.087532105 · Participants: 712Nicolet National Bank 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Nicolet National Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Nicolet National Bank 401(k) Plan side-by-side with 3 peers →

Nicolet National Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cass Information Systems, Inc. 401(k) Plan in MO ($88M); by covered participants it is Tristar Risk Management, Inc. 401(k) Plan in CA (712 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (712 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 Nicolet National Bank 401(k) Plan assets move in 2022? ▼
Nicolet National Bank 401(k) Plan held essentially flat - down 0.8% during 2022, from $88M to $88M. Reported net income was -$735K.
How have Nicolet National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolet National Bank's sponsor-wide assets grew 42.0%, from $88M to $124M.
Where does Nicolet National Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Nicolet National Bank 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Nicolet National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cass Information Systems, Inc. 401(k) Plan in MO ($88M, 896 participants).
Which 401(k) plans cover a similar participant headcount to Nicolet National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tristar Risk Management, Inc. 401(k) Plan in CA (712 participants, $57M 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 391990426.

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.