401(k) · DOL Form 5500 · 2022

Citizens Community Federal 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
241
Participants Below avg headcount
70th
Percentile by assets National rank
$55,081
Avg per participant Low balance/head
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Official DOL plan name: Citizens Community Federal 401(k) Profit Sharing Plan · Sponsored by Citizens Community Federal · Wisconsin · Finance & Insurance

$13M in assets, 241 participants

Citizens Community Federal's Citizens Community Federal 401(k) Profit Sharing Plan reported $13M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,050 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Citizens Community Federal 401(k) Profit Sharing Plan covers 241 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#5,050
in Finance & Insurance (9,261 peers)
-8.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Community Federal 401(k) Profit Sharing Plan's outsized position by total assets

Citizens Community Federal 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,274,610 Top 30% higher than 70% 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 Community Federal 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. Citizens Community Federal 401(k) Profit Sharing Plan sits mid-pack in the medium band (241 participants).

Published 5500 schedule card

Filing strip 390859926 · Citizens Community Federal PY 2022 · 401(k)

Citizens Community Federal 401(k) Profit Sharing Plan · $13M · 241 · 70th

  • VS-ST $13M
  • VS-ST 241
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Bearing Technologies, Ltd 401(k) Profit Sharing Plan
  • VS-ST ind #5050

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 Community Federal 401(k) Profit Sharing Plan in the asset neighbourhood

Magruder Eye Institute 401(k) PlanMagruder Eye Institute 401(k…$13MCitizens Community Federal 401(k) Profit Sharing PlanCitizens Community Federal 4…$13MBearing Technologies, Ltd 401(k) Profit Sharing PlanBearing Technologies, Ltd 40…$13MSenior Star Management Company 401(k) PlanSenior Star Management Compa…$13MAccesscny, Inc. Employees' Retirement Plan and TrustAccesscny, Inc. Employees' R…$13M
End-of-year total assets ($M) among Citizens Community Federal 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN390859926
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Community Federal)

Sponsor-wide plan assets over time

All Citizens Community Federal plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.74503808398137% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.8M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 241 $13M
2023 1 247 $16M
2024 1 229 $19M

Nearby 401(k) Plans in Wisconsin

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

Citizens Community Federal 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 ($B) Participants Citizens Community Federal 401(k) Profit Sharing Plan, Total assets ($B): 0.01327461 · Participants: 241Citizens Community Federal 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
Citizens Community Federal 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Citizens Community Federal 401(k) Profit Sharing Plan side-by-side with 3 peers →

Citizens Community Federal 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 Bearing Technologies, Ltd 401(k) Profit Sharing Plan in OH ($13M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Community Federal 401(k) Profit Sharing Plan assets move in 2022? ▼
Citizens Community Federal 401(k) Profit Sharing Plan pulled back noticeably - down 8.8% during 2022, from $15M to $13M. Reported net income was -$1M.
How have Citizens Community Federal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Community Federal's sponsor-wide assets grew 41.7%, from $13M to $19M.
Which 401(k) plans are similar in size to Citizens Community Federal 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bearing Technologies, Ltd 401(k) Profit Sharing Plan in OH ($13M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Community Federal 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 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 390859926.

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.