401(k) · DOL Form 5500 · 2022

Waukesha State Bank 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
317
Participants Below avg headcount
87th
Percentile by assets National rank
$140,607
Avg per participant Near avg balance/head
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Official DOL plan name: Waukesha State Bank Employees' 401(k) Profit Sharing Plan · Sponsored by Waukesha State Bank · Wisconsin · Finance & Insurance

$45M in assets, 317 participants

Waukesha State Bank's Waukesha State Bank Employees' 401(k) Profit Sharing Plan reported $45M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,329 in Finance & Insurance (9,261 peers)

Where Waukesha State Bank Employees' 401(k) Profit Sharing Plan sits by assets

Waukesha State Bank Employees' 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 317 participants (~$140,607/participant), down 13.2% in 2022.

#7,329
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY
0.4×
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.

Waukesha State Bank Employees' 401(k) Profit Sharing Plan's outsized position by total assets

Waukesha State Bank Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,572,409 Top 13% higher than 87% 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

Waukesha State Bank Employees' 401(k) Profit Sharing 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. Waukesha State Bank Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (317 participants).

Plan-year Form 5500 strip

Filing strip 390734270 · Waukesha State Bank PY 2022 · 401(k)

Waukesha State Bank Employees' 401(k) Profit Sharing Plan · $45M · 317 · 87th

  • EBSA $45M
  • EBSA 317
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near Sage Dining Services, Inc. 401(k) Plan
  • EBSA ind #7329

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 →

Waukesha State Bank Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Sage Dining Services, Inc. 401(k) PlanSage Dining Services, Inc. 4…$45MRaymond Martin Profit Sharing 401(k) PlanRaymond Martin Profit Sharin…$45MBernards Bros. Inc. 401(k) Profit Sharing PlanBernards Bros. Inc. 401(k) P…$45MWaukesha State Bank Employees' 401(k) Profit Sharing PlanWaukesha State Bank Employee…$45MKobre & Kim LLP 401(k) Profit Sharing Plan and TrustKobre & Kim LLP 401(k) Profi…$45M
End-of-year total assets ($M) among Waukesha State Bank Employees' 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)$51M
Net Assets (End of Year)$45M
Net Income-$7M
Employer EIN390734270
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waukesha State Bank)

Sponsor-wide plan assets over time

All Waukesha State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$70M 35.602121423213624% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.6M $70M ▲ +35.6%
Year Plans Participants Total Assets
2022 2 581 $52M
2023 2 573 $59M
2024 2 570 $70M

Nearby 401(k) Plans in Wisconsin

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

Waukesha State Bank Employees' 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 ($B) Participants Waukesha State Bank Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.044572409 · Participants: 317Waukesha State Bank Employees' 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
Waukesha State Bank Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Waukesha State Bank Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

Waukesha State Bank Employees' 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 Sage Dining Services, Inc. 401(k) Plan in MD ($45M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Waukesha State Bank Employees' 401(k) Profit Sharing Plan assets move in 2022? ▼
Waukesha State Bank Employees' 401(k) Profit Sharing Plan pulled back noticeably - down 13.2% during 2022, from $51M to $45M. Reported net income was -$7M.
How have Waukesha State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waukesha State Bank's sponsor-wide assets grew 35.6%, from $52M to $70M.
Where does Waukesha State Bank Employees' 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Waukesha State Bank Employees' 401(k) Profit Sharing Plan ranks in the 87th 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 Waukesha State Bank Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sage Dining Services, Inc. 401(k) Plan in MD ($45M, 1,844 participants).
Which 401(k) plans cover a similar participant headcount to Waukesha State Bank Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M 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 390734270.

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.