401(k) · DOL Form 5500 · 2023

Apple River State Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
72
Participants Small participant base
75th
Percentile by assets National rank
$310,240
Avg per participant High balance/head
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Official DOL plan name: Apple River State Bank ESOP with 401(k) Provisions · Sponsored by Apple River State Bank · Illinois · Finance & Insurance

$22M in assets, 72 participants

Apple River State Bank's Apple River State Bank ESOP with 401(k) Provisions reported $22M in total assets and 72 participants in its 2023 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.

  • #5,483 in Finance & Insurance (8,869 peers)

Where Apple River State Bank ESOP with 401(k) Provisions sits by assets

Apple River State Bank ESOP with 401(k) Provisions sits in the top quartile of all filed plans by assets, $22M for 72 participants (~$310,240/participant), up 12.6% in 2023.

#5,483
in Finance & Insurance (8,869 peers)
+12.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Apple River State Bank ESOP with 401(k) Provisions's outsized position by total assets

Apple River State Bank ESOP with 401(k) Provisions vs every filed plan by assets

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

$22,337,251 Top 25% higher than 75% 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

Apple River State Bank ESOP with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apple River State Bank ESOP with 401(k) Provisions is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple River State Bank ESOP with 401(k) Provisions reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Apple River State Bank ESOP with 401(k) Provisions end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Apple River State Bank ESOP with 401(k) Provisions reported participants fell from 77 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362099326 · Apple River State Bank PY 2023 · 401(k)

Apple River State Bank ESOP with 401(k) Provisions · $22M · 72 · 75th

  • PCT $22M
  • EIN 72
  • RANK 75th
  • PHOTO 401(k)
  • IND near Citizens Tri-County Bank Safe Harbor 401(k) Plan
  • EOY ind #5483

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 Illinois →

Apple River State Bank ESOP with 401(k) Provisions in the asset neighbourhood

Apple River State Bank ESOP with 401(k) ProvisionsApple River State Bank ESOP …$22MCitizens Tri-County Bank Safe Harbor 401(k) PlanCitizens Tri-County Bank Saf…$22MKulzer & Dipadova, P.a. 401(k) Profit Sharing PlanKulzer & Dipadova, P.a. 401(…$22MFreed Associates Profit Sharing/401(k) PlanFreed Associates Profit Shar…$22MBlacksky Holdings, Inc.$22M
End-of-year total assets ($M) among Apple River State Bank ESOP with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN362099326
Plan Effective Date1962-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple River State Bank)

Sponsor-wide plan assets over time

All Apple River State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.31094757142251% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $25.3M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 77 $20M
2023 1 72 $22M
2024 1 73 $25M

Nearby 401(k) Plans in Illinois

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

Apple River State Bank ESOP with 401(k) Provisions vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Apple River State Bank ESOP with 401(k) Provisions, Total assets ($B): 0.022337251 · Participants: 72Apple River State Bank ESOP with 401(k) ProvisionsAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Apple River State Bank ESOP with 401(k) Provisions vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Apple River State Bank ESOP with 401(k) Provisions side-by-side with 3 peers →

Apple River State Bank ESOP with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Citizens Tri-County Bank Safe Harbor 401(k) Plan in TN ($22M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Apple River State Bank ESOP with 401(k) Provisions assets move in 2023? ▼
Apple River State Bank ESOP with 401(k) Provisions grew at a solid clip - up 12.6% during 2023, from $20M to $22M. Reported net income was $2M.
How have Apple River State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple River State Bank's sponsor-wide assets grew 27.3%, from $20M to $25M.
Where does Apple River State Bank ESOP with 401(k) Provisions rank by assets among Form 5500 filers? ▼
Apple River State Bank ESOP with 401(k) Provisions ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apple River State Bank ESOP with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Tri-County Bank Safe Harbor 401(k) Plan in TN ($22M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Apple River State Bank ESOP with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 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 362099326.

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.