401(k) · DOL Form 5500 · 2023

The Bank of New Glarus 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
83
Participants Small participant base
59th
Percentile by assets National rank
$124,186
Avg per participant Near avg balance/head
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Official DOL plan name: The Bank of New Glarus 401(k) Retirement Plan · Sponsored by The Bank of New Glarus · Wisconsin · Finance & Insurance

$10M in assets, 83 participants

The Bank of New Glarus's The Bank of New Glarus 401(k) Retirement Plan reported $10M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,904 in Finance & Insurance (8,869 peers)

The Bank of New Glarus multi-year trail

The Bank of New Glarus's plans moved +37.5% in assets from 2022 to 2024; this filing shows The Bank of New Glarus 401(k) Retirement Plan at $10M / 83 participants.

#3,904
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY

The Bank of New Glarus 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Bank of New Glarus 401(k) Retirement Plan vs every filed plan by assets

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

$10,307,435 Top 41% higher than 59% 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 Bank of New Glarus 401(k) Retirement 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 Bank of New Glarus 401(k) Retirement Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bank of New Glarus 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Bank of New Glarus 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Bank of New Glarus 401(k) Retirement Plan reported participants rose from 69 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390147950 · The Bank of New Glarus PY 2023 · 401(k)

The Bank of New Glarus 401(k) Retirement Plan · $10M · 83 · 59th

  • NET $10M
  • NET 83
  • NET 59th
  • NET 401(k)
  • NET near Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit
  • NET ind #3904

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 Bank of New Glarus 401(k) Retirement Plan in the asset neighbourhood

The Bank of New Glarus 401(k) Retirement PlanThe Bank of New Glarus 401(k…$10MAire-Rite Airconditioning Refrigeration, Inc. 401(k) ProfitAire-Rite Airconditioning Re…$10MV.G. Reed & Sons, Inc. 401(k) Salary Reduction PlanV.G. Reed & Sons, Inc. 401(k…$10MTatari, Inc. 401(k) Plan$10MLee Michaels Jewelers 401(k) Profit Sharing Plan and TrustLee Michaels Jewelers 401(k)…$10M
End-of-year total assets ($M) among The Bank of New Glarus 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Bank of New Glarus multi-year asset trail

Sponsor-wide plan assets over time

All The Bank of New Glarus plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.49031855577841% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.2M $11.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 69 $8M
2023 1 83 $10M
2024 1 112 $11M

The Bank of New Glarus filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN390147950
Plan Effective Date1982-11-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

The Bank of New Glarus 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Bank of New Glarus 401(k) Retirement Plan, Total assets ($B): 0.010307435 · Participants: 83The Bank of New Glarus 401(k) Retirement 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 Bank of New Glarus 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Bank of New Glarus 401(k) Retirement Plan side-by-side with 3 peers →

The Bank of New Glarus 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit in CA ($10M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Bank of New Glarus 401(k) Retirement Plan assets move in 2023? ▼
The Bank of New Glarus 401(k) Retirement Plan grew sharply - up 25.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Bank of New Glarus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bank of New Glarus's sponsor-wide assets grew 37.5%, from $8M to $11M.
Which 401(k) plans are similar in size to The Bank of New Glarus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit in CA ($10M, 138 participants).
Which 401(k) plans cover a similar participant headcount to The Bank of New Glarus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 390147950.

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.