401(k) · DOL Form 5500 · 2023

Dairy State Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
97
Participants Small participant base
67th
Percentile by assets National rank
$152,203
Avg per participant Above avg balance/head
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Official DOL plan name: Dairy State Bank Retirement Savings Plan · Sponsored by Dairy State Bank · Wisconsin · Finance & Insurance

$15M in assets, 97 participants

Dairy State Bank's Dairy State Bank Retirement Savings Plan reported $15M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,609 in Finance & Insurance (8,869 peers)

2023 asset change

Dairy State Bank Retirement Savings Plan grew at a solid clip 8.4% in 2023 ($14M → $15M) for 97 participants.

#4,609
in Finance & Insurance (8,869 peers)
+8.4%
assets growth YoY

Dairy State Bank Retirement Savings Plan's outsized position by total assets

Dairy State Bank Retirement Savings Plan vs every filed plan by assets

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

$14,763,697 Top 33% higher than 67% 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

Dairy State Bank Retirement Savings 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. Dairy State Bank Retirement Savings Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dairy State Bank Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Dairy State Bank Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Dairy State Bank Retirement Savings Plan reported participants rose from 96 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390848078 · Dairy State Bank PY 2023 · 401(k)

Dairy State Bank Retirement Savings Plan · $15M · 97 · 67th

  • VS-ST $15M
  • BOY 97
  • SCH 67th
  • EBSA 401(k)
  • PART near Alom Technologies Corporation 401(k) Profit Sharing Plan and Trust
  • TYPE ind #4609

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 →

Dairy State Bank Retirement Savings Plan in the asset neighbourhood

Dairy State Bank Retirement Savings PlanDairy State Bank Retirement …$15MAlom Technologies Corporation 401(k) Profit Sharing Plan and TrustAlom Technologies Corporatio…$15MGreat Western Manufacturing Company, Inc. Profit Sharing 401(k) PlanGreat Western Manufacturing …$15MInman Mills 401(k) Retirement Savings PlanInman Mills 401(k) Retiremen…$15MClinical Ink Retirement Trust$15M
End-of-year total assets ($M) among Dairy State Bank Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dairy State Bank years around the 2023 move

Sponsor-wide plan assets over time

All Dairy State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 2.4455401785678217% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.6M $13.3M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 96 $14M
2023 1 97 $15M
2024 1 96 $13M

2023 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN390848078
Plan Effective Date1973-12-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Dairy State Bank Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Dairy State Bank Retirement Savings Plan, Total assets ($B): 0.014763697 · Participants: 97Dairy State Bank Retirement Savings 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
Dairy State Bank Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dairy State Bank Retirement Savings Plan side-by-side with 3 peers →

Dairy State Bank Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Alom Technologies Corporation 401(k) Profit Sharing Plan and Trust in CA ($15M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Dairy State Bank Retirement Savings Plan assets move in 2023? ▼
Dairy State Bank Retirement Savings Plan grew at a solid clip - up 8.4% during 2023, from $14M to $15M. Reported net income was $1M.
How have Dairy State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dairy State Bank's sponsor-wide assets declined 2.4%, from $14M to $13M.
Which 401(k) plans are similar in size to Dairy State Bank Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alom Technologies Corporation 401(k) Profit Sharing Plan and Trust in CA ($15M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Dairy State Bank Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 390848078.

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.