401(k) · DOL Form 5500 · 2023

Bank Five Nine 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
335
Participants Below avg headcount
80th
Percentile by assets National rank
$94,918
Avg per participant Below avg balance/head
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Official DOL plan name: Bank Five Nine 401(k) Plan · Sponsored by Bank Five Nine · Wisconsin · Finance & Insurance

$32M in assets, 335 participants

Bank Five Nine's Bank Five Nine 401(k) Plan reported $32M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,162 in Finance & Insurance (8,869 peers)

Where Bank Five Nine 401(k) Plan sits by assets

Bank Five Nine 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 335 participants (~$94,918/participant), up 32.0% in 2023.

#6,162
in Finance & Insurance (8,869 peers)
+32.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bank Five Nine 401(k) Plan's outsized position by total assets

Bank Five Nine 401(k) Plan vs every filed plan by assets

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

$31,797,667 Top 20% higher than 80% 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

Bank Five Nine 401(k) 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. Bank Five Nine 401(k) Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank Five Nine 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bank Five Nine 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Bank Five Nine 401(k) Plan reported participants rose from 318 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390148000 · Bank Five Nine PY 2023 · 401(k)

Bank Five Nine 401(k) Plan · $32M · 335 · 80th

  • IND $32M
  • IND 335
  • IND 80th
  • IND 401(k)
  • IND near Steampunk, Inc. 401(k) Plan
  • IND ind #6162

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 →

Bank Five Nine 401(k) Plan in the asset neighbourhood

Bank Five Nine 401(k) Plan$32MSteampunk, Inc. 401(k) Plan$32MOhio Valley Flooring, Inc. Retirement Savings PlanOhio Valley Flooring, Inc. R…$32MAutomotive Services Network, Inc. Salary Deferral 401(k) Profit SharingAutomotive Services Network,…$32MOfficers and Representatives of the Ubc Savings PlanOfficers and Representatives…$32M
End-of-year total assets ($M) among Bank Five Nine 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$32M
Net Income$8M
Employer EIN390148000
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Five Nine)

Sponsor-wide plan assets over time

All Bank Five Nine plans reported in each filing year

Latest sponsor-wide plan assets
$36M 49.37651790201322% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.1M $36M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 318 $24M
2023 1 335 $32M
2024 1 342 $36M

Nearby 401(k) Plans in Wisconsin

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

Bank Five Nine 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Bank Five Nine 401(k) Plan, Total assets ($B): 0.031797667 · Participants: 335Bank Five Nine 401(k) 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
Bank Five Nine 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bank Five Nine 401(k) Plan side-by-side with 3 peers →

Bank Five Nine 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Steampunk, Inc. 401(k) Plan in VA ($32M); by covered participants it is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Bank Five Nine 401(k) Plan assets move in 2023? ▼
Bank Five Nine 401(k) Plan surged - up 32.0% during 2023, from $24M to $32M. Reported net income was $8M.
How have Bank Five Nine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Five Nine's sponsor-wide assets grew 49.4%, from $24M to $36M.
Where does Bank Five Nine 401(k) Plan rank by assets among Form 5500 filers? ▼
Bank Five Nine 401(k) Plan ranks in the 80th 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 Bank Five Nine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steampunk, Inc. 401(k) Plan in VA ($32M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Bank Five Nine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants, $79K 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 390148000.

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.