401(k) · DOL Form 5500 · 2022

Monona Bank 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
163
Participants Small participant base
81st
Percentile by assets National rank
$161,074
Avg per participant Above avg balance/head
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Official DOL plan name: Monona Bank 401(k) Savings Plan · Sponsored by Monona Bank · Wisconsin · Finance & Insurance

$26M in assets, 163 participants

Monona Bank's Monona Bank 401(k) Savings Plan reported $26M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,447 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Monona Bank 401(k) Savings Plan covers 163 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.

#6,447
in Finance & Insurance (9,261 peers)
-23.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monona Bank 401(k) Savings Plan's outsized position by total assets

Monona Bank 401(k) Savings Plan vs every filed plan by assets

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

$26,255,107 Top 19% higher than 81% 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

Monona Bank 401(k) Savings 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. Monona Bank 401(k) Savings Plan sits mid-pack in the medium band (163 participants).

Published 5500 schedule card

Filing strip 391701359 · Monona Bank PY 2022 · 401(k)

Monona Bank 401(k) Savings Plan · $26M · 163 · 81st

  • PCT $26M
  • EIN 163
  • RANK 81st
  • PHOTO 401(k)
  • IND near American Excelsior Company 401(k) Savings Plan
  • EOY ind #6447

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 →

Monona Bank 401(k) Savings Plan in the asset neighbourhood

Monona Bank 401(k) Savings PlanMonona Bank 401(k) Savings P…$26MAmerican Excelsior Company 401(k) Savings PlanAmerican Excelsior Company 4…$26MSkandinaviska Enskilda Banken Ab (Publ), New York Branch 401(k) Retirement PlanSkandinaviska Enskilda Banke…$26MKamco Supply Corp. 401(k) Savings and Profit Sharing PlanKamco Supply Corp. 401(k) Sa…$26MCaerus Operating LLC 401(k) PlanCaerus Operating LLC 401(k) …$26M
End-of-year total assets ($M) among Monona Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$26M
Net Income-$8M
Employer EIN391701359
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monona Bank)

Sponsor-wide plan assets over time

All Monona Bank plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $26.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 163 $26M
2023 1 153 $3M
2024 1 N/A N/A

Nearby 401(k) Plans in Wisconsin

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

Monona Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Monona Bank 401(k) Savings Plan, Total assets ($B): 0.026255107 · Participants: 163Monona Bank 401(k) Savings 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
Monona Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Monona Bank 401(k) Savings Plan side-by-side with 3 peers →

Monona Bank 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is American Excelsior Company 401(k) Savings Plan in TX ($26M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Monona Bank 401(k) Savings Plan assets move in 2022? ▼
Monona Bank 401(k) Savings Plan declined sharply - down 23.3% during 2022, from $34M to $26M. Reported net income was -$8M.
Where does Monona Bank 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Monona Bank 401(k) Savings Plan ranks in the 81st 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 Monona Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Excelsior Company 401(k) Savings Plan in TX ($26M, 440 participants).
Which 401(k) plans cover a similar participant headcount to Monona Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 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 391701359.

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.