401(k) · DOL Form 5500 · 2022

Woodtrust Bank 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
91
Participants Small participant base
84th
Percentile by assets National rank
$356,577
Avg per participant High balance/head
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Official DOL plan name: Woodtrust Bank 401(k) Profit Sharing Plan · Sponsored by Woodtrust Bank · Wisconsin · Finance & Insurance

$32M in assets, 91 participants

Woodtrust Bank's Woodtrust Bank 401(k) Profit Sharing Plan reported $32M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,831 in Finance & Insurance (9,261 peers)

Where Woodtrust Bank 401(k) Profit Sharing Plan sits by assets

Woodtrust Bank 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 91 participants (~$356,577/participant), down 12.1% in 2022.

#6,831
in Finance & Insurance (9,261 peers)
-12.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woodtrust Bank 401(k) Profit Sharing Plan's outsized position by total assets

Woodtrust Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,448,488 Top 16% higher than 84% 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

Woodtrust Bank 401(k) Profit Sharing 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. Woodtrust Bank 401(k) Profit Sharing Plan is a small filing (91 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 390720440 · Woodtrust Bank PY 2022 · 401(k)

Woodtrust Bank 401(k) Profit Sharing Plan · $32M · 91 · 84th

  • 5500 $32M
  • 5500 91
  • 5500 84th
  • 5500 401(k)
  • 5500 near Tillys 401(k) Plan
  • 5500 ind #6831

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 →

Woodtrust Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Woodtrust Bank 401(k) Profit Sharing PlanWoodtrust Bank 401(k) Profit…$32MTillys 401(k) Plan$32MSasser Family Holdings, Inc. 401(k) PlanSasser Family Holdings, Inc.…$32MSpecial-Lite, Inc. Retirement and Savings Plan and TrustSpecial-Lite, Inc. Retiremen…$32MDenali Universal Services 401(k) Retirement PlanDenali Universal Services 40…$32M
End-of-year total assets ($M) among Woodtrust Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN390720440
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodtrust Bank)

Sponsor-wide plan assets over time

All Woodtrust Bank plans reported in each filing year

Latest sponsor-wide plan assets
$44M 36.16702879961618% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.5M $44.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 91 $32M
2023 1 96 $39M
2024 1 88 $44M

Nearby 401(k) Plans in Wisconsin

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

Woodtrust Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Woodtrust Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.032448488 · Participants: 91Woodtrust Bank 401(k) Profit Sharing 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
Woodtrust Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Woodtrust Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Woodtrust Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tillys 401(k) Plan in CA ($32M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Woodtrust Bank 401(k) Profit Sharing Plan assets move in 2022? ▼
Woodtrust Bank 401(k) Profit Sharing Plan pulled back noticeably - down 12.1% during 2022, from $37M to $32M. Reported net income was -$4M.
How have Woodtrust Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodtrust Bank's sponsor-wide assets grew 36.2%, from $32M to $44M.
Where does Woodtrust Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Woodtrust Bank 401(k) Profit Sharing Plan ranks in the 84th 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 Woodtrust Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tillys 401(k) Plan in CA ($32M, 1,664 participants).
Which 401(k) plans cover a similar participant headcount to Woodtrust Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 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 390720440.

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.