401(k) · DOL Form 5500 · 2022

Citizens Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
157
Participants Small participant base
74th
Percentile by assets National rank
$105,212
Avg per participant Below avg balance/head
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Official DOL plan name: Citizens Bank 401(k) Mukwonago, Wi · Sponsored by Citizens Bank · Wisconsin · Finance & Insurance

$17M in assets, 157 participants

Citizens Bank's Citizens Bank 401(k) Mukwonago, Wi reported $17M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,536 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Citizens Bank 401(k) Mukwonago, Wi covers 157 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#5,536
in Finance & Insurance (9,261 peers)
-8.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Bank 401(k) Mukwonago, Wi's outsized position by total assets

Citizens Bank 401(k) Mukwonago, Wi vs every filed plan by assets

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

$16,518,294 Top 26% higher than 74% 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

Citizens Bank 401(k) Mukwonago, Wi 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. Citizens Bank 401(k) Mukwonago, Wi sits mid-pack in the medium band (157 participants).

Plan-year Form 5500 strip

Filing strip 390210030 · Citizens Bank PY 2022 · 401(k)

Citizens Bank 401(k) Mukwonago, Wi · $17M · 157 · 74th

  • EBSA $17M
  • PART 157
  • TYPE 74th
  • NET 401(k)
  • BOOK near Brown Integrated Logistics, Inc. 401(k) Plan
  • VS-ST ind #5536

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 →

Citizens Bank 401(k) Mukwonago, Wi in the asset neighbourhood

Citizens Bank 401(k) Mukwonago, WiCitizens Bank 401(k) Mukwona…$17MBrown Integrated Logistics, Inc. 401(k) PlanBrown Integrated Logistics, …$17MCalvo Enterprises, Inc. 401(k) Profit Sharing PlanCalvo Enterprises, Inc. 401(…$17MMid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&tMid-Continent Instrument Co,…$17MTexas Hospital Association Employees 401(k) PlanTexas Hospital Association E…$17M
End-of-year total assets ($M) among Citizens Bank 401(k) Mukwonago, Wi and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN390210030
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Bank)

Sponsor-wide plan assets over time

All Citizens Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 30.854093319371433% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $31.6M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 300 $24M
2023 2 319 $28M
2024 2 318 $32M

Nearby 401(k) Plans in Wisconsin

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

Citizens Bank 401(k) Mukwonago, Wi vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Citizens Bank 401(k) Mukwonago, Wi, Total assets ($B): 0.016518294 · Participants: 157Citizens Bank 401(k) Mukwonago, WiJohnson 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
Citizens Bank 401(k) Mukwonago, Wi vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Citizens Bank 401(k) Mukwonago, Wi side-by-side with 3 peers →

Citizens Bank 401(k) Mukwonago, Wi's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Brown Integrated Logistics, Inc. 401(k) Plan in GA ($17M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Citizens Bank 401(k) Mukwonago, Wi assets move in 2022? ▼
Citizens Bank 401(k) Mukwonago, Wi pulled back noticeably - down 8.5% during 2022, from $18M to $17M. Reported net income was -$2M.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 30.9%, from $24M to $32M.
Which 401(k) plans are similar in size to Citizens Bank 401(k) Mukwonago, Wi? ▼
Among 401(k) plans in other states, the closest by assets is Brown Integrated Logistics, Inc. 401(k) Plan in GA ($17M, 806 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank 401(k) Mukwonago, Wi? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 390210030.

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.