401(k) · DOL Form 5500 · 2023

Farmers & Merchants State Bank 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
49th
Percentile by assets National rank
$232,507
Avg per participant Above avg balance/head
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Official DOL plan name: Farmers & Merchants State Bank Savings Plan · Sponsored by Farmers & Merchants State Bank · Wisconsin · Finance & Insurance

$7M in assets, 28 participants

Farmers & Merchants State Bank's Farmers & Merchants State Bank Savings Plan reported $7M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,134 in Finance & Insurance (8,869 peers)

Farmers & Merchants State Bank multi-year trail

Farmers & Merchants State Bank's plans moved +28.7% in assets from 2022 to 2024; this filing shows Farmers & Merchants State Bank Savings Plan at $7M / 28 participants.

#3,134
in Finance & Insurance (8,869 peers)
+13.8%
assets growth YoY

Farmers & Merchants State Bank Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Farmers & Merchants State Bank Savings Plan vs every filed plan by assets

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

$6,510,187 49th percentile higher than 49% 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

Farmers & Merchants State Bank Savings 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. Farmers & Merchants State Bank Savings Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmers & Merchants State Bank Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $790K in the plan year 2023 filing.
  • Farmers & Merchants State Bank Savings Plan reported participants fell from 35 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Farmers & Merchants State Bank Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390273610 · Farmers & Merchants State Bank PY 2023 · 401(k)

Farmers & Merchants State Bank Savings Plan · $7M · 28 · 49th

  • ASSETS $7M
  • ASSETS 28
  • ASSETS 49th
  • ASSETS 401(k)
  • ASSETS near Burton Construction 401(k) Profit Sharing Plan
  • ASSETS ind #3134

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 →

Farmers & Merchants State Bank Savings Plan in the asset neighbourhood

Farmers & Merchants State Bank Savings PlanFarmers & Merchants State Ba…$7MBurton Construction 401(k) Profit Sharing PlanBurton Construction 401(k) P…$7MBh Group Holdings, LLC 401(k) Profit Sharing PlanBh Group Holdings, LLC 401(k…$7MW.L. Petrey Wholesale Company, Inc. 401(k) PlanW.L. Petrey Wholesale Compan…$7MArthur State Bank Retirement Savings PlanArthur State Bank Retirement…$7M
End-of-year total assets ($M) among Farmers & Merchants State Bank Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Farmers & Merchants State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Farmers & Merchants State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.70340814973022% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.72M $7.36M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 35 $6M
2023 1 28 $7M
2024 1 26 $7M

Farmers & Merchants State Bank filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$790K
Employer EIN390273610
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Farmers & Merchants State Bank Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Farmers & Merchants State Bank Savings Plan, Total assets ($B): 0.006510187 · Participants: 28Farmers & Merchants State Bank Savings 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
Farmers & Merchants State Bank Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Farmers & Merchants State Bank Savings Plan side-by-side with 3 peers →

Farmers & Merchants State Bank Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Burton Construction 401(k) Profit Sharing Plan in TX ($7M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Farmers & Merchants State Bank Savings Plan assets move in 2023? ▼
Farmers & Merchants State Bank Savings Plan grew at a solid clip - up 13.8% during 2023, from $6M to $7M. Reported net income was $790K.
How have Farmers & Merchants State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers & Merchants State Bank's sponsor-wide assets grew 28.7%, from $6M to $7M.
Which 401(k) plans are similar in size to Farmers & Merchants State Bank Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burton Construction 401(k) Profit Sharing Plan in TX ($7M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Farmers & Merchants State Bank Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 390273610.

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.