401(k) · DOL Form 5500 · 2022

Dairy State Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
96
Participants Small participant base
71st
Percentile by assets National rank
$141,815
Avg per participant Near avg balance/head
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Official DOL plan name: Dairy State Bank Retirement Savings Plan · Sponsored by Dairy State Bank · Wisconsin · Finance & Insurance

$14M in assets, 96 participants

Dairy State Bank's Dairy State Bank Retirement Savings Plan reported $14M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,108 in Finance & Insurance (9,261 peers)

2022 asset change

Dairy State Bank Retirement Savings Plan declined sharply 16.0% in 2022 ($16M → $14M) for 96 participants.

#5,108
in Finance & Insurance (9,261 peers)
-16.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dairy State Bank Retirement Savings Plan's outsized position by total assets

Dairy State Bank Retirement Savings Plan vs every filed plan by assets

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

$13,614,211 Top 29% higher than 71% 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

Dairy State Bank Retirement Savings 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. Dairy State Bank Retirement Savings Plan is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 390848078 · Dairy State Bank PY 2022 · 401(k)

Dairy State Bank Retirement Savings Plan · $14M · 96 · 71st

  • EOY $14M
  • 5500 96
  • ASSETS 71st
  • PCT 401(k)
  • EIN near Galati Yacht Sales, LLC 401(k) Plan
  • RANK ind #5108

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 →

Dairy State Bank Retirement Savings Plan in the asset neighbourhood

Springhill Medical Services Inc. 401(k) Savings PlanSpringhill Medical Services …$14MSouthern Hills Country Club Retirement Savings PlanSouthern Hills Country Club …$14MDairy State Bank Retirement Savings PlanDairy State Bank Retirement …$14MGalati Yacht Sales, LLC 401(k) PlanGalati Yacht Sales, LLC 401(…$14MHussong Manufacturing Co. Inc. 401(k) Profit-Sharing PlanHussong Manufacturing Co. In…$14M
End-of-year total assets ($M) among Dairy State Bank Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dairy State Bank years around the 2022 move

Sponsor-wide plan assets over time

All Dairy State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 2.4455401785678217% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.6M $13.3M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 96 $14M
2023 1 97 $15M
2024 1 96 $13M

2022 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN390848078
Plan Effective Date1973-12-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Dairy State Bank Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Dairy State Bank Retirement Savings Plan, Total assets ($B): 0.013614211 · Participants: 96Dairy State Bank Retirement Savings 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
Dairy State Bank Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Dairy State Bank Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Galati Yacht Sales, LLC 401(k) Plan in FL ($14M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Dairy State Bank Retirement Savings Plan assets move in 2022?
Dairy State Bank Retirement Savings Plan declined sharply - down 16.0% during 2022, from $16M to $14M. Reported net income was -$3M.
How have Dairy State Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Dairy State Bank's sponsor-wide assets declined 2.4%, from $14M to $13M.
Which 401(k) plans are similar in size to Dairy State Bank Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Galati Yacht Sales, LLC 401(k) Plan in FL ($14M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Dairy State Bank Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K in assets).