401(k) · DOL Form 5500 · 2022
Bank Five Nine 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 318
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $75,759
- Avg per participant Below avg balance/head
Official DOL plan name: Bank Five Nine 401(k) Plan · Sponsored by Bank Five Nine · Wisconsin · Finance & Insurance
$24M in assets, 318 participants
Bank Five Nine's Bank Five Nine 401(k) Plan reported $24M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #6,282 in Finance & Insurance (9,261 peers)
Where Bank Five Nine 401(k) Plan sits by assets
Bank Five Nine 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 318 participants (~$75,759/participant), down 12.9% in 2022.
- #6,282
- in Finance & Insurance (9,261 peers)
- -12.9%
- assets change YoY
- 0.2×
- 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.
Bank Five Nine 401(k) Plan's outsized position by total assets
Bank Five Nine 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,091,229 Top 20% higher than 80% 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
Bank Five Nine 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. Bank Five Nine 401(k) Plan sits mid-pack in the medium band (318 participants).
Published 5500 schedule card
Filing strip 390148000 · Bank Five Nine PY 2022 · 401(k)
Bank Five Nine 401(k) Plan · $24M · 318 · 80th
- IND $24M
- IND 318
- IND 80th
- IND 401(k)
- IND near Messagebird USA, Inc 401(k) Profit Sharing Plan
- IND ind #6282
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 →
Bank Five Nine 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 390148000 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank Five Nine)
Sponsor-wide plan assets over time
All Bank Five Nine plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 49.37651790201322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $24M |
| 2023 | 1 | 335 | $32M |
| 2024 | 1 | 342 | $36M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Bank Five Nine 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Messagebird USA, Inc 401(k) Profit Sharing Plan in MD ($24M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (318 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.