401(k) · DOL Form 5500 · 2022

Port Washington State Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
103
Participants Small participant base
75th
Percentile by assets National rank
$169,708
Avg per participant Above avg balance/head
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Official DOL plan name: Port Washington State Bank Employees' Profit Sharing Retirement Plan · Sponsored by Port Washington State Bank · Wisconsin · Finance & Insurance

$17M in assets, 103 participants

Port Washington State Bank's Port Washington State Bank Employees' Profit Sharing Retirement Plan reported $17M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,637 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Port Washington State Bank Employees' Profit Sharing Retirement Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#5,637
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Port Washington State Bank Employees' Profit Sharing Retirement Plan's outsized position by total assets

Port Washington State Bank Employees' Profit Sharing Retirement Plan vs every filed plan by assets

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

$17,479,964 Top 25% higher than 75% 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

Port Washington State Bank Employees' Profit Sharing Retirement 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. Port Washington State Bank Employees' Profit Sharing Retirement Plan sits mid-pack in the medium band (103 participants).

DOL schedule card

Filing strip 390545620 · Port Washington State Bank PY 2022 · 401(k)

Port Washington State Bank Employees' Profit Sharing Retirement Plan · $17M · 103 · 75th

  • NET $17M
  • NET 103
  • NET 75th
  • NET 401(k)
  • NET near St. Luke's Cataract and Laser Institute 401(k) Plan
  • NET ind #5637

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 →

Port Washington State Bank Employees' Profit Sharing Retirement Plan in the asset neighbourhood

Port Washington State Bank Employees' Profit Sharing Retirement PlanPort Washington State Bank E…$17MSt. Luke's Cataract and Laser Institute 401(k) PlanSt. Luke's Cataract and Lase…$17MUsui 401(k) Plan$17MAlabama Medical Group 401(k) PspAlabama Medical Group 401(k)…$17MWindmoeller & Hoelscher Corporation 401(k) Profit Sharing PlanWindmoeller & Hoelscher Corp…$17M
End-of-year total assets ($M) among Port Washington State Bank Employees' Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN390545620
Plan Effective Date1953-11-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Washington State Bank)

Sponsor-wide plan assets over time

All Port Washington State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 30.837735134923616% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $22.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 103 $17M
2023 1 99 $19M
2024 1 100 $23M

Nearby 401(k) Plans in Wisconsin

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

Port Washington State Bank Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Port Washington State Bank Employees' Profit Sharing Retirement Plan, Total assets ($B): 0.017479964 · Participants: 103Port Washington State Bank Employees' Profit Sharing Retirement 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
Port Washington State Bank Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Port Washington State Bank Employees' Profit Sharing Retirement Plan side-by-side with 3 peers →

Port Washington State Bank Employees' Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is St. Luke's Cataract and Laser Institute 401(k) Plan in FL ($17M); by covered participants it is Nrs Employee Stock Ownership Plan in ID (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Port Washington State Bank Employees' Profit Sharing Retirement Plan assets move in 2022? ▼
Port Washington State Bank Employees' Profit Sharing Retirement Plan declined sharply - down 17.7% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Port Washington State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Washington State Bank's sponsor-wide assets grew 30.8%, from $17M to $23M.
Where does Port Washington State Bank Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Port Washington State Bank Employees' Profit Sharing Retirement Plan ranks in the 75th 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 Port Washington State Bank Employees' Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Luke's Cataract and Laser Institute 401(k) Plan in FL ($17M, 363 participants).
Which 401(k) plans cover a similar participant headcount to Port Washington State Bank Employees' Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nrs Employee Stock Ownership Plan in ID (103 participants, $41M 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 390545620.

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.