401(k) · DOL Form 5500 · 2023

Citizens Community Federal 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
247
Participants Below avg headcount
68th
Percentile by assets National rank
$64,462
Avg per participant Low balance/head
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Official DOL plan name: Citizens Community Federal 401(k) Profit Sharing Plan · Sponsored by Citizens Community Federal · Wisconsin · Finance & Insurance

$16M in assets, 247 participants

Citizens Community Federal's Citizens Community Federal 401(k) Profit Sharing Plan reported $16M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,772 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Citizens Community Federal 401(k) Profit Sharing Plan covers 247 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#4,772
in Finance & Insurance (8,869 peers)
+19.9%
assets growth YoY

Citizens Community Federal 401(k) Profit Sharing Plan's outsized position by total assets

Citizens Community Federal 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,922,237 Top 32% higher than 68% 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

Citizens Community Federal 401(k) Profit Sharing 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. Citizens Community Federal 401(k) Profit Sharing Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens Community Federal 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Citizens Community Federal 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Citizens Community Federal 401(k) Profit Sharing Plan reported participants rose from 241 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390859926 · Citizens Community Federal PY 2023 · 401(k)

Citizens Community Federal 401(k) Profit Sharing Plan · $16M · 247 · 68th

  • ASSETS $16M
  • PCT 247
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Alloy 401(k) Plan
  • IND ind #4772

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 →

Citizens Community Federal 401(k) Profit Sharing Plan in the asset neighbourhood

Citizens Community Federal 401(k) Profit Sharing PlanCitizens Community Federal 4…$16MAlloy 401(k) Plan$16MGulf Coast Educators Federal Credit Union 401(k) Profit Sharing PlanGulf Coast Educators Federal…$16MTropical Financial Credit Union 401(k) Profit Sharing PlanTropical Financial Credit Un…$16MLouisa Food Products, Inc. 401(k) Profit Sharing Plan and TrustLouisa Food Products, Inc. 4…$16M
End-of-year total assets ($M) among Citizens Community Federal 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN390859926
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Community Federal)

Sponsor-wide plan assets over time

All Citizens Community Federal plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.74503808398137% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.8M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 241 $13M
2023 1 247 $16M
2024 1 229 $19M

Nearby 401(k) Plans in Wisconsin

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

Citizens Community Federal 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 ($B) Participants Citizens Community Federal 401(k) Profit Sharing Plan, Total assets ($B): 0.015922237 · Participants: 247Citizens Community Federal 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
Citizens Community Federal 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Citizens Community Federal 401(k) Profit Sharing Plan side-by-side with 3 peers →

Citizens Community Federal 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 Alloy 401(k) Plan in NY ($16M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Citizens Community Federal 401(k) Profit Sharing Plan assets move in 2023? ▼
Citizens Community Federal 401(k) Profit Sharing Plan grew sharply - up 19.9% during 2023, from $13M to $16M. Reported net income was $3M.
How have Citizens Community Federal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Community Federal's sponsor-wide assets grew 41.7%, from $13M to $19M.
Which 401(k) plans are similar in size to Citizens Community Federal 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alloy 401(k) Plan in NY ($16M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Community Federal 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 390859926.

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.