401(k) · DOL Form 5500 · 2022

Bankfinancial, NA 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
259
Participants Below avg headcount
83rd
Percentile by assets National rank
$119,643
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bankfinancial and Subsidiaries Assoc. Investment Plan · Sponsored by Bankfinancial, NA · Illinois · Finance & Insurance

$31M in assets, 259 participants

Bankfinancial, NA's Bankfinancial and Subsidiaries Assoc. Investment Plan reported $31M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,748 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Bankfinancial and Subsidiaries Assoc. Investment Plan covers 259 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#6,748
in Finance & Insurance (9,261 peers)
-18.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bankfinancial and Subsidiaries Assoc. Investment Plan's outsized position by total assets

Bankfinancial and Subsidiaries Assoc. Investment Plan vs every filed plan by assets

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

$30,987,609 Top 17% higher than 83% 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

Bankfinancial and Subsidiaries Assoc. Investment 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. Bankfinancial and Subsidiaries Assoc. Investment Plan sits mid-pack in the medium band (259 participants).

Published 5500 schedule card

Filing strip 361570375 · Bankfinancial, NA PY 2022 · 401(k)

Bankfinancial and Subsidiaries Assoc. Investment Plan · $31M · 259 · 83rd

  • EOY $31M
  • EOY 259
  • EOY 83rd
  • EOY 401(k)
  • EOY near Keystone Engineering Inc. 401(k) Profit Sharing Plan
  • EOY ind #6748

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 Illinois →

Bankfinancial and Subsidiaries Assoc. Investment Plan in the asset neighbourhood

Bankfinancial and Subsidiaries Assoc. Investment PlanBankfinancial and Subsidiari…$31MKeystone Engineering Inc. 401(k) Profit Sharing PlanKeystone Engineering Inc. 40…$31MMs Agc Mep 401(k) Plan$31MLevingston 401(k) Plan$31MHealthesystems 401(k) Plan$31M
End-of-year total assets ($M) among Bankfinancial and Subsidiaries Assoc. Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$31M
Net Income-$7M
Employer EIN361570375
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankfinancial, NA)

Sponsor-wide plan assets over time

All Bankfinancial, NA plans reported in each filing year

Latest sponsor-wide plan assets
$40M 28.466981753900406% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31M $39.8M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 259 $31M
2023 1 201 $35M
2024 1 206 $40M

Nearby 401(k) Plans in Illinois

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

Bankfinancial and Subsidiaries Assoc. Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bankfinancial and Subsidiaries Assoc. Investment Plan, Total assets ($B): 0.030987609 · Participants: 259Bankfinancial and Subsidiaries Assoc. Investment PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Bankfinancial and Subsidiaries Assoc. Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bankfinancial and Subsidiaries Assoc. Investment Plan side-by-side with 3 peers →

Bankfinancial and Subsidiaries Assoc. Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Keystone Engineering Inc. 401(k) Profit Sharing Plan in LA ($31M); by covered participants it is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Bankfinancial and Subsidiaries Assoc. Investment Plan assets move in 2022? ▼
Bankfinancial and Subsidiaries Assoc. Investment Plan declined sharply - down 18.9% during 2022, from $38M to $31M. Reported net income was -$7M.
How have Bankfinancial, NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bankfinancial, NA's sponsor-wide assets grew 28.5%, from $31M to $40M.
Where does Bankfinancial and Subsidiaries Assoc. Investment Plan rank by assets among Form 5500 filers? ▼
Bankfinancial and Subsidiaries Assoc. Investment Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bankfinancial and Subsidiaries Assoc. Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keystone Engineering Inc. 401(k) Profit Sharing Plan in LA ($31M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Bankfinancial and Subsidiaries Assoc. Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 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 361570375.

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.