401(k) · DOL Form 5500 · 2023

Clare Bank, NA 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
32
Participants Small participant base
42nd
Percentile by assets National rank
$139,327
Avg per participant Near avg balance/head
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Official DOL plan name: Clare Bank, NA 401(k) Profit Sharing Plan · Sponsored by Clare Bank, NA · Wisconsin · Finance & Insurance

$4M in assets, 32 participants

Clare Bank, NA's Clare Bank, NA 401(k) Profit Sharing Plan reported $4M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,627 in Finance & Insurance (8,869 peers)

Clare Bank, NA multi-year trail

Clare Bank, NA's plans moved +24.5% in assets from 2022 to 2024; this filing shows Clare Bank, NA 401(k) Profit Sharing Plan at $4M / 32 participants.

#2,627
in Finance & Insurance (8,869 peers)
+15.3%
assets growth YoY

Clare Bank, NA 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Clare Bank, NA 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,458,451 42nd percentile higher than 42% 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

Clare Bank, NA 401(k) Profit Sharing 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. Clare Bank, NA 401(k) Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clare Bank, NA 401(k) Profit Sharing Plan reported net income rose from -$694K in the plan year 2022 filing to $593K in the plan year 2023 filing.
  • Clare Bank, NA 401(k) Profit Sharing Plan reported participants fell from 38 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • Clare Bank, NA 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390634425 · Clare Bank, NA PY 2023 · 401(k)

Clare Bank, NA 401(k) Profit Sharing Plan · $4M · 32 · 42nd

  • BOY $4M
  • SCH 32
  • EBSA 42nd
  • PART 401(k)
  • TYPE near Retirement Income Security Plan-Teraflex, Inc.
  • NET ind #2627

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 →

Clare Bank, NA 401(k) Profit Sharing Plan in the asset neighbourhood

Clare Bank, NA 401(k) Profit Sharing PlanClare Bank, NA 401(k) Profit…$4MRetirement Income Security Plan-Teraflex, Inc.Retirement Income Security P…$4MLifespring 401(k) Plan$4MTrollco, Inc. 401(k) Plan$4MDan Rosen, D.D.S., a Professional Corporation Profit Sharing PlanDan Rosen, D.D.S., a Profess…$4M
End-of-year total assets ($M) among Clare Bank, NA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clare Bank, NA multi-year asset trail

Sponsor-wide plan assets over time

All Clare Bank, NA plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.4978721830127% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.87M $4.81M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 38 $4M
2023 1 32 $4M
2024 1 42 $5M

Clare Bank, NA filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$593K
Employer EIN390634425
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Clare Bank, NA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Clare Bank, NA 401(k) Profit Sharing Plan, Total assets ($B): 0.004458451 · Participants: 32Clare Bank, NA 401(k) Profit Sharing 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
Clare Bank, NA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Clare Bank, NA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Clare Bank, NA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Retirement Income Security Plan-Teraflex, Inc. in UT ($4M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Clare Bank, NA 401(k) Profit Sharing Plan assets move in 2023? ▼
Clare Bank, NA 401(k) Profit Sharing Plan grew sharply - up 15.3% during 2023, from $4M to $4M. Reported net income was $593K.
How have Clare Bank, NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clare Bank, NA's sponsor-wide assets grew 24.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Clare Bank, NA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Teraflex, Inc. in UT ($4M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Clare Bank, NA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 390634425.

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.