401(k) · DOL Form 5500 · 2022

Horicon Bank 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
216
Participants Below avg headcount
87th
Percentile by assets National rank
$205,379
Avg per participant Above avg balance/head
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Official DOL plan name: Horicon Bank Profit Sharing and Employee Stock Ownership Plan · Sponsored by Horicon Bank · Wisconsin · Finance & Insurance

$44M in assets, 216 participants

Horicon Bank's Horicon Bank Profit Sharing and Employee Stock Ownership Plan reported $44M in total assets and 216 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.

  • #7,319 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Horicon Bank Profit Sharing and Employee Stock Ownership Plan covers 216 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $44M.

#7,319
in Finance & Insurance (9,261 peers)
+3.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Horicon Bank Profit Sharing and Employee Stock Ownership Plan's outsized position by total assets

Horicon Bank Profit Sharing and Employee Stock Ownership Plan vs every filed plan by assets

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

$44,361,819 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

Horicon Bank Profit Sharing and Employee Stock Ownership 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. Horicon Bank Profit Sharing and Employee Stock Ownership Plan sits mid-pack in the medium band (216 participants).

EBSA filing schedule strip

Filing strip 390356800 · Horicon Bank PY 2022 · 401(k)

Horicon Bank Profit Sharing and Employee Stock Ownership Plan · $44M · 216 · 87th

  • SCH $44M
  • SCH 216
  • SCH 87th
  • SCH 401(k)
  • SCH near Taw 401(k) and Profit Sharing Plan
  • SCH ind #7319

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 →

Horicon Bank Profit Sharing and Employee Stock Ownership Plan in the asset neighbourhood

Upi Salaried Employees Investment PlanUpi Salaried Employees Inves…$44MThe First National Bank of Hutchinson Profit Sharing & 401(k) PlanThe First National Bank of H…$44MHoricon Bank Profit Sharing and Employee Stock Ownership PlanHoricon Bank Profit Sharing …$44MTaw 401(k) and Profit Sharing PlanTaw 401(k) and Profit Sharin…$44MOmaha Truck Center, Inc. 401(k) Retirement PlanOmaha Truck Center, Inc. 401…$44M
End-of-year total assets ($M) among Horicon Bank Profit Sharing and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$44M
Net Income$2M
Employer EIN390356800
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horicon Bank)

Sponsor-wide plan assets over time

All Horicon Bank plans reported in each filing year

Latest sponsor-wide plan assets
$47M 5.320509963759601% vs 2022
2024 filing year
$43M$44M$45M$46M$47M 202220232024 $44.4M $46.7M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 216 $44M
2023 1 264 $44M
2024 1 242 $47M

Nearby 401(k) Plans in Wisconsin

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

Horicon Bank Profit Sharing and Employee Stock Ownership Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Horicon Bank Profit Sharing and Employee Stock Ownership Plan, Total assets ($B): 0.044361819 · Participants: 216Horicon Bank Profit Sharing and Employee Stock Ownership 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
Horicon Bank Profit Sharing and Employee Stock Ownership Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Horicon Bank Profit Sharing and Employee Stock Ownership Plan side-by-side with 3 peers →

Horicon Bank Profit Sharing and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Taw 401(k) and Profit Sharing Plan in FL ($44M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Horicon Bank Profit Sharing and Employee Stock Ownership Plan assets move in 2022? ▼
Horicon Bank Profit Sharing and Employee Stock Ownership Plan edged up modestly - up 3.8% during 2022, from $43M to $44M. Reported net income was $2M.
How have Horicon Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horicon Bank's sponsor-wide assets grew 5.3%, from $44M to $47M.
Where does Horicon Bank Profit Sharing and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Horicon Bank Profit Sharing and Employee Stock Ownership 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 Horicon Bank Profit Sharing and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taw 401(k) and Profit Sharing Plan in FL ($44M, 450 participants).
Which 401(k) plans cover a similar participant headcount to Horicon Bank Profit Sharing and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 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 390356800.

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.