401(k) · DOL Form 5500 · 2022

First Business Financial Services 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
301
Participants Below avg headcount
90th
Percentile by assets National rank
$207,824
Avg per participant Above avg balance/head
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Official DOL plan name: First Business Financial Services 401(k) Plan · Sponsored by First Business Financial Services · Wisconsin · Finance & Insurance

$63M in assets, 301 participants

First Business Financial Services's First Business Financial Services 401(k) Plan reported $63M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,734 in Finance & Insurance (9,261 peers)

Where First Business Financial Services 401(k) Plan sits by assets

First Business Financial Services 401(k) Plan sits in the top 10% of all filed plans by assets, $63M for 301 participants (~$207,824/participant), down 13.1% in 2022.

#7,734
in Finance & Insurance (9,261 peers)
-13.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Business Financial Services 401(k) Plan's outsized position by total assets

First Business Financial Services 401(k) Plan vs every filed plan by assets

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

$62,555,065 Top 10% higher than 90% 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

First Business Financial Services 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. First Business Financial Services 401(k) Plan sits mid-pack in the medium band (301 participants).

Published 5500 schedule card

Filing strip 391576570 · First Business Financial Services PY 2022 · 401(k)

First Business Financial Services 401(k) Plan · $63M · 301 · 90th

  • PHOTO $63M
  • IND 301
  • EOY 90th
  • 5500 401(k)
  • ASSETS near Kaufman Rossin 401(k) Plan
  • PCT ind #7734

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 →

First Business Financial Services 401(k) Plan in the asset neighbourhood

First Business Financial Services 401(k) PlanFirst Business Financial Ser…$63MKaufman Rossin 401(k) Plan$63MThe Deichmann U.S. Retirement Benefit ProgramThe Deichmann U.S. Retiremen…$63MThe Habegger Corporation 401(k) Profit Sharing Plan and TrustThe Habegger Corporation 401…$63MPrecision Drilling (US) Corporation 401(k) PlanPrecision Drilling (US) Corp…$63M
End-of-year total assets ($M) among First Business Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$63M
Net Income-$9M
Employer EIN391576570
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Business Financial Services)

Sponsor-wide plan assets over time

All First Business Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$94M 49.9972000668531% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.6M $93.8M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 301 $63M
2023 1 335 $80M
2024 1 342 $94M

Nearby 401(k) Plans in Wisconsin

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

First Business Financial Services 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants First Business Financial Services 401(k) Plan, Total assets ($B): 0.062555065 · Participants: 301First Business Financial Services 401(k) 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
First Business Financial Services 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare First Business Financial Services 401(k) Plan side-by-side with 3 peers →

First Business Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kaufman Rossin 401(k) Plan in FL ($63M); by covered participants it is Norway Savings Bank 401(k) Plan in ME (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 First Business Financial Services 401(k) Plan assets move in 2022? ▼
First Business Financial Services 401(k) Plan pulled back noticeably - down 13.1% during 2022, from $72M to $63M. Reported net income was -$9M.
How have First Business Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Business Financial Services's sponsor-wide assets grew 50.0%, from $63M to $94M.
Where does First Business Financial Services 401(k) Plan rank by assets among Form 5500 filers? ▼
First Business Financial Services 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to First Business Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaufman Rossin 401(k) Plan in FL ($63M, 438 participants).
Which 401(k) plans cover a similar participant headcount to First Business Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norway Savings Bank 401(k) Plan in ME (301 participants, $43M 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 391576570.

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.