401(k) · DOL Form 5500 · 2023

Stock Exchange Bank 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
24th
Percentile by assets National rank
$72,880
Avg per participant Below avg balance/head
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Official DOL plan name: The Stock Exchange Bank 401(k) Plan Tr. · Sponsored by Stock Exchange Bank · Kansas · Finance & Insurance

$1M in assets, 14 participants

Stock Exchange Bank's The Stock Exchange Bank 401(k) Plan Tr. reported $1M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,362 in Finance & Insurance (8,869 peers)

2023 asset change

The Stock Exchange Bank 401(k) Plan Tr. pulled back noticeably 9.2% in 2023 ($1M → $1M) for 14 participants.

#1,362
in Finance & Insurance (8,869 peers)
-9.2%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Stock Exchange Bank 401(k) Plan Tr. among the smaller filed plans by assets

The Stock Exchange Bank 401(k) Plan Tr. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,020,314 24th percentile higher than 24% of 127,068 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 2023

The Stock Exchange Bank 401(k) Plan Tr. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stock Exchange Bank 401(k) Plan Tr. is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Stock Exchange Bank 401(k) Plan Tr. reported net income fell from -$39K in the plan year 2022 filing to -$104K in the plan year 2023 filing.
  • The Stock Exchange Bank 401(k) Plan Tr. end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 480438970 · Stock Exchange Bank PY 2023 · 401(k)

The Stock Exchange Bank 401(k) Plan Tr. · $1M · 14 · 24th

  • EIN $1M
  • EIN 14
  • EIN 24th
  • EIN 401(k)
  • EIN near New Horizons Qualified Retirement Plan
  • EIN ind #1362

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 Kansas →

The Stock Exchange Bank 401(k) Plan Tr. in the asset neighbourhood

The Stock Exchange Bank 401(k) Plan Tr.The Stock Exchange Bank 401(…$1MNew Horizons Qualified Retirement PlanNew Horizons Qualified Retir…$1MWigutow Enterprises, Inc. 401(k) Profit Sharing PlanWigutow Enterprises, Inc. 40…$1MThai-an Doan, Dds 401(k) Plan$1MWymore Inc. 401(k) Savings and Investment PlanWymore Inc. 401(k) Savings a…$1M
End-of-year total assets ($M) among The Stock Exchange Bank 401(k) Plan Tr. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stock Exchange Bank years around the 2023 move

Sponsor-wide plan assets over time

All Stock Exchange Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.1918415575887698% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M$1.2M 202220232024 $1.12M $1.14M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 14 $1M
2024 1 13 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$104K
Employer EIN480438970
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

The Stock Exchange Bank 401(k) Plan Tr. vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Stock Exchange Bank 401(k) Plan Tr., Total assets ($B): 0.001020314 · Participants: 14The Stock Exchange Bank 401(k) Plan Tr.Koch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
The Stock Exchange Bank 401(k) Plan Tr. vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare The Stock Exchange Bank 401(k) Plan Tr. side-by-side with 3 peers →

The Stock Exchange Bank 401(k) Plan Tr.'s out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is New Horizons Qualified Retirement Plan in TN ($1M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Stock Exchange Bank 401(k) Plan Tr. assets move in 2023? ▼
The Stock Exchange Bank 401(k) Plan Tr. pulled back noticeably - down 9.2% during 2023, from $1M to $1M. Reported net income was -$104K.
How have Stock Exchange Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stock Exchange Bank's sponsor-wide assets grew 1.2%, from $1M to $1M.
Where does The Stock Exchange Bank 401(k) Plan Tr. rank by assets among Form 5500 filers? ▼
The Stock Exchange Bank 401(k) Plan Tr. ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Stock Exchange Bank 401(k) Plan Tr.? ▼
Among 401(k) plans in other states, the closest by assets is New Horizons Qualified Retirement Plan in TN ($1M, 109 participants).
Which 401(k) plans cover a similar participant headcount to The Stock Exchange Bank 401(k) Plan Tr.? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480438970.

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.