401(k) · DOL Form 5500 · 2023

Bankfinancial, NA 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
201
Participants Below avg headcount
81st
Percentile by assets National rank
$174,670
Avg per participant Above avg balance/head
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Official DOL plan name: Bankfinancial and Subsidiaries Assoc. Investment Plan · Sponsored by Bankfinancial, NA · Illinois · Finance & Insurance

$35M in assets, 201 participants

Bankfinancial, NA's Bankfinancial and Subsidiaries Assoc. Investment Plan reported $35M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,347 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Bankfinancial and Subsidiaries Assoc. Investment Plan covers 201 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $35M.

#6,347
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bankfinancial and Subsidiaries Assoc. Investment Plan's outsized position by total assets

Bankfinancial and Subsidiaries Assoc. Investment Plan vs every filed plan by assets

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

$35,108,752 Top 19% higher than 81% 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

Bankfinancial and Subsidiaries Assoc. Investment 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. Bankfinancial and Subsidiaries Assoc. Investment Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bankfinancial and Subsidiaries Assoc. Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bankfinancial and Subsidiaries Assoc. Investment Plan reported participants fell from 259 in the plan year 2022 filing to 201 in the plan year 2023 filing.
  • Bankfinancial and Subsidiaries Assoc. Investment Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 361570375 · Bankfinancial, NA PY 2023 · 401(k)

Bankfinancial and Subsidiaries Assoc. Investment Plan · $35M · 201 · 81st

  • EBSA $35M
  • EBSA 201
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Corna Kokosing 401(k) Profit Sharing Plan
  • EBSA ind #6347

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 Illinois →

Bankfinancial and Subsidiaries Assoc. Investment Plan in the asset neighbourhood

Bankfinancial and Subsidiaries Assoc. Investment PlanBankfinancial and Subsidiari…$35MCorna Kokosing 401(k) Profit Sharing PlanCorna Kokosing 401(k) Profit…$35MCreative Associates International, Inc. Incentive Savings ProgramCreative Associates Internat…$35MEnnead Architects LLP 401(k) PlanEnnead Architects LLP 401(k)…$35MMcilhenny Company Tax Deferred Savings PlanMcilhenny Company Tax Deferr…$35M
End-of-year total assets ($M) among Bankfinancial and Subsidiaries Assoc. Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN361570375
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankfinancial, NA)

Sponsor-wide plan assets over time

All Bankfinancial, NA plans reported in each filing year

Latest sponsor-wide plan assets
$40M 28.466981753900406% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31M $39.8M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 259 $31M
2023 1 201 $35M
2024 1 206 $40M

Nearby 401(k) Plans in Illinois

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

Bankfinancial and Subsidiaries Assoc. Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bankfinancial and Subsidiaries Assoc. Investment Plan, Total assets ($B): 0.035108752 · Participants: 201Bankfinancial and Subsidiaries Assoc. Investment PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Bankfinancial and Subsidiaries Assoc. Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bankfinancial and Subsidiaries Assoc. Investment Plan side-by-side with 3 peers →

Bankfinancial and Subsidiaries Assoc. Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Corna Kokosing 401(k) Profit Sharing Plan in OH ($35M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Bankfinancial and Subsidiaries Assoc. Investment Plan assets move in 2023? ▼
Bankfinancial and Subsidiaries Assoc. Investment Plan grew at a solid clip - up 13.3% during 2023, from $31M to $35M. Reported net income was $4M.
How have Bankfinancial, NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bankfinancial, NA's sponsor-wide assets grew 28.5%, from $31M to $40M.
Where does Bankfinancial and Subsidiaries Assoc. Investment Plan rank by assets among Form 5500 filers? ▼
Bankfinancial and Subsidiaries Assoc. Investment Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bankfinancial and Subsidiaries Assoc. Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corna Kokosing 401(k) Profit Sharing Plan in OH ($35M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Bankfinancial and Subsidiaries Assoc. Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 361570375.

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.