401(k) · DOL Form 5500 · 2023

The Farmers State Bank of Waupaca 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
43
Participants Small participant base
55th
Percentile by assets National rank
$201,327
Avg per participant Above avg balance/head
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Official DOL plan name: The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan · Sponsored by The Farmers State Bank of Waupaca · Wisconsin · Finance & Insurance

$9M in assets, 43 participants

The Farmers State Bank of Waupaca's The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan reported $9M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,569 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan holds $9M for 43 participants - about $201,327 per participant, above the median plan by assets.

#3,569
in Finance & Insurance (8,869 peers)
-3.4%
assets change YoY

The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan vs every filed plan by assets

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

$8,657,041 Top 45% higher than 55% 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 Farmers State Bank of Waupaca Profit Sharing 401(k) Plan 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 Farmers State Bank of Waupaca Profit Sharing 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to -$308K in the plan year 2023 filing.
  • The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan reported participants rose from 42 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390274009 · The Farmers State Bank of Waupaca PY 2023 · 401(k)

The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan · $9M · 43 · 55th

  • IND $9M
  • IND 43
  • IND 55th
  • IND 401(k)
  • IND near Mckay's Market 401(k) Plan
  • IND ind #3569

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 →

The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan in the asset neighbourhood

The Farmers State Bank of Waupaca Profit Sharing 401(k) PlanThe Farmers State Bank of Wa…$9MMckay's Market 401(k) Plan$9MDtiq 401(k) Plan$9MAseko, Inc. 401(k) Plan$9MVito C. Quatela, M.D., PLLC Employees' Savings and Profit Sharing PlanVito C. Quatela, M.D., PLLC …$9M
End-of-year total assets ($M) among The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$308K
Employer EIN390274009
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Farmers State Bank of Waupaca)

Sponsor-wide plan assets over time

All The Farmers State Bank of Waupaca plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.318395476122168% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $8.97M $9.8M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 42 $9M
2023 1 43 $9M
2024 1 42 $10M

Nearby 401(k) Plans in Wisconsin

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

The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan, Total assets ($B): 0.008657041 · Participants: 43The Farmers State Bank of Waupaca Profit Sharing 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan side-by-side with 3 peers →

The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mckay's Market 401(k) Plan in OR ($9M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Farmers State Bank of Waupaca Profit Sharing 401(k) Plan assets move in 2023? ▼
The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan edged down modestly - down 3.4% during 2023, from $9M to $9M. Reported net income was -$308K.
How have The Farmers State Bank of Waupaca plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Farmers State Bank of Waupaca's sponsor-wide assets grew 9.3%, from $9M to $10M.
Which 401(k) plans are similar in size to The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mckay's Market 401(k) Plan in OR ($9M, 212 participants).
Which 401(k) plans cover a similar participant headcount to The Farmers State Bank of Waupaca Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 390274009.

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.