401(k) · DOL Form 5500 · 2023

Bankers Bank 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
154
Participants Small participant base
80th
Percentile by assets National rank
$207,729
Avg per participant Above avg balance/head
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Official DOL plan name: Bankers' Bank 401(k) Plan · Sponsored by Bankers Bank · Wisconsin · Finance & Insurance

$32M in assets, 154 participants

Bankers Bank's Bankers' Bank 401(k) Plan reported $32M in total assets and 154 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.

  • #6,173 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Bankers' Bank 401(k) Plan covers 154 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $32M.

#6,173
in Finance & Insurance (8,869 peers)
+23.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Bankers' Bank 401(k) Plan vs every filed plan by assets

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

$31,990,229 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

Bankers' Bank 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. Bankers' Bank 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bankers' Bank 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bankers' Bank 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Bankers' Bank 401(k) Plan reported participants rose from 150 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391373892 · Bankers Bank PY 2023 · 401(k)

Bankers' Bank 401(k) Plan · $32M · 154 · 80th

  • BOOK $32M
  • VS-ST 154
  • BOY 80th
  • SCH 401(k)
  • EBSA near Collins Medical Associates 2, P. C. 401(k) Plan
  • PART ind #6173

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 →

Bankers' Bank 401(k) Plan in the asset neighbourhood

Bankers' Bank 401(k) Plan$32MCollins Medical Associates 2, P. C. 401(k) PlanCollins Medical Associates 2…$32MThe Lakeland Companies Employees' Profit Sharing PlanThe Lakeland Companies Emplo…$32MGiant Cement Holding, Inc. 401(k) PlanGiant Cement Holding, Inc. 4…$32MActors' Fund of America 401(k) PlanActors' Fund of America 401(…$32M
End-of-year total assets ($M) among Bankers' Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN391373892
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Bank)

Sponsor-wide plan assets over time

All Bankers Bank plans reported in each filing year

Latest sponsor-wide plan assets
$35M 37.159611177379006% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.8M $35.4M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 150 $26M
2023 1 154 $32M
2024 1 151 $35M

Nearby 401(k) Plans in Wisconsin

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

Bankers' Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Bankers' Bank 401(k) Plan, Total assets ($B): 0.031990229 · Participants: 154Bankers' Bank 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
Bankers' Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bankers' Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Collins Medical Associates 2, P. C. 401(k) Plan in CT ($32M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Bankers' Bank 401(k) Plan assets move in 2023? ▼
Bankers' Bank 401(k) Plan grew sharply - up 23.8% during 2023, from $26M to $32M. Reported net income was $6M.
How have Bankers Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bankers Bank's sponsor-wide assets grew 37.2%, from $26M to $35M.
Where does Bankers' Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Bankers' Bank 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 Bankers' Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collins Medical Associates 2, P. C. 401(k) Plan in CT ($32M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Bankers' Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 391373892.

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.