401(k) · DOL Form 5500 · 2023

Woodtrust Bank 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
96
Participants Small participant base
83rd
Percentile by assets National rank
$406,121
Avg per participant High balance/head
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Official DOL plan name: Woodtrust Bank 401(k) Profit Sharing Plan · Sponsored by Woodtrust Bank · Wisconsin · Finance & Insurance

$39M in assets, 96 participants

Woodtrust Bank's Woodtrust Bank 401(k) Profit Sharing Plan reported $39M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,527 in Finance & Insurance (8,869 peers)

Where Woodtrust Bank 401(k) Profit Sharing Plan sits by assets

Woodtrust Bank 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $39M for 96 participants (~$406,121/participant), up 20.2% in 2023.

#6,527
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Woodtrust Bank 401(k) Profit Sharing Plan's outsized position by total assets

Woodtrust Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,987,572 Top 17% higher than 83% 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

Woodtrust Bank 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. Woodtrust Bank 401(k) Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodtrust Bank 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Woodtrust Bank 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Woodtrust Bank 401(k) Profit Sharing Plan reported participants rose from 91 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390720440 · Woodtrust Bank PY 2023 · 401(k)

Woodtrust Bank 401(k) Profit Sharing Plan · $39M · 96 · 83rd

  • EOY $39M
  • 5500 96
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Edmund Optics, Inc. 401(k) Savings Retirement Plan
  • RANK ind #6527

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 →

Woodtrust Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Woodtrust Bank 401(k) Profit Sharing PlanWoodtrust Bank 401(k) Profit…$39MEdmund Optics, Inc. 401(k) Savings Retirement PlanEdmund Optics, Inc. 401(k) S…$39MMurata Machinery USA, Inc. 401(k) Profit Sharing PlanMurata Machinery USA, Inc. 4…$39MAmherst Services Corp. 401(k) Profit Sharing PlanAmherst Services Corp. 401(k…$39MPctel, Inc. 401(k) Plan$39M
End-of-year total assets ($M) among Woodtrust Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN390720440
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodtrust Bank)

Sponsor-wide plan assets over time

All Woodtrust Bank plans reported in each filing year

Latest sponsor-wide plan assets
$44M 36.16702879961618% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.5M $44.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 91 $32M
2023 1 96 $39M
2024 1 88 $44M

Nearby 401(k) Plans in Wisconsin

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

Woodtrust Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Woodtrust Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.038987572 · Participants: 96Woodtrust Bank 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
Woodtrust Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Woodtrust Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Woodtrust Bank 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 Edmund Optics, Inc. 401(k) Savings Retirement Plan in NJ ($39M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Woodtrust Bank 401(k) Profit Sharing Plan assets move in 2023? ▼
Woodtrust Bank 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2023, from $32M to $39M. Reported net income was $7M.
How have Woodtrust Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodtrust Bank's sponsor-wide assets grew 36.2%, from $32M to $44M.
Where does Woodtrust Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Woodtrust Bank 401(k) Profit Sharing Plan ranks in the 83rd 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 Woodtrust Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edmund Optics, Inc. 401(k) Savings Retirement Plan in NJ ($39M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Woodtrust Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M 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 390720440.

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.