401(k) · DOL Form 5500 · 2023

Nicolet National Bank 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
929
Participants Near avg headcount
92nd
Percentile by assets National rank
$113,049
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nicolet National Bank 401(k) Plan · Sponsored by Nicolet National Bank · Wisconsin · Finance & Insurance

$105M in assets, 929 participants

Nicolet National Bank's Nicolet National Bank 401(k) Plan reported $105M in total assets and 929 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,727 in Finance & Insurance (8,869 peers)

Where Nicolet National Bank 401(k) Plan sits by assets

Nicolet National Bank 401(k) Plan sits in the top 10% of all filed plans by assets, $105M for 929 participants (~$113,049/participant), up 20.0% in 2023.

#7,727
in Finance & Insurance (8,869 peers)
+20.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Nicolet National Bank 401(k) Plan's outsized position by total assets

Nicolet National Bank 401(k) Plan vs every filed plan by assets

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

$105,022,349 Top 8% higher than 92% 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

Nicolet National Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicolet National Bank 401(k) Plan sits mid-pack in the medium band (929 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nicolet National Bank 401(k) Plan reported net income rose from -$735K in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Nicolet National Bank 401(k) Plan reported participants rose from 712 in the plan year 2022 filing to 929 in the plan year 2023 filing.
  • Nicolet National Bank 401(k) Plan end-of-year assets rose from $88M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391990426 · Nicolet National Bank PY 2023 · 401(k)

Nicolet National Bank 401(k) Plan · $105M · 929 · 92nd

  • PCT $105M
  • EIN 929
  • RANK 92nd
  • PHOTO 401(k)
  • IND near Liberty Bank 401(k) Plan
  • EOY ind #7727

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 →

Nicolet National Bank 401(k) Plan in the asset neighbourhood

Motley Rice LLC Employee Retirement Savings PlanMotley Rice LLC Employee Ret…$105MMid-Atlantic Women's Care, P.L.C. Profit Sharing PlanMid-Atlantic Women's Care, P…$105MBaker & Mckenzie New York Profit Sharing and 401(k) PlanBaker & Mckenzie New York Pr…$105MNicolet National Bank 401(k) PlanNicolet National Bank 401(k)…$105MLiberty Bank 401(k) Plan$105M
End-of-year total assets ($M) among Nicolet National Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$105M
Net Income$17M
Employer EIN391990426
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicolet National Bank)

Sponsor-wide plan assets over time

All Nicolet National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$124M 41.99357481463515% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $87.5M $124M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 712 $88M
2023 1 929 $105M
2024 1 906 $124M

Nearby 401(k) Plans in Wisconsin

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

Nicolet National Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Nicolet National Bank 401(k) Plan, Total assets ($B): 0.105022349 · Participants: 929Nicolet National Bank 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
Nicolet National Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Nicolet National Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Liberty Bank 401(k) Plan in CT ($105M); by covered participants it is American Seafoods Group 401(k) Plan in WA (929 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (929 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 Nicolet National Bank 401(k) Plan assets move in 2023? ▼
Nicolet National Bank 401(k) Plan grew sharply - up 20.0% during 2023, from $88M to $105M. Reported net income was $17M.
How have Nicolet National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolet National Bank's sponsor-wide assets grew 42.0%, from $88M to $124M.
Where does Nicolet National Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Nicolet National Bank 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Nicolet National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Bank 401(k) Plan in CT ($105M, 707 participants).
Which 401(k) plans cover a similar participant headcount to Nicolet National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Seafoods Group 401(k) Plan in WA (929 participants, $45M 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 391990426.

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.