401(k) · DOL Form 5500 · 2023

Port Washington State Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
99
Participants Small participant base
72nd
Percentile by assets National rank
$196,004
Avg per participant Above avg balance/head
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Official DOL plan name: Port Washington State Bank Employees' Profit Sharing Retirement Plan · Sponsored by Port Washington State Bank · Wisconsin · Finance & Insurance

$19M in assets, 99 participants

Port Washington State Bank's Port Washington State Bank Employees' Profit Sharing Retirement Plan reported $19M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,184 in Finance & Insurance (8,869 peers)

Port Washington State Bank multi-year trail

Port Washington State Bank's plans moved +30.8% in assets from 2022 to 2024; this filing shows Port Washington State Bank Employees' Profit Sharing Retirement Plan at $19M / 99 participants.

#5,184
in Finance & Insurance (8,869 peers)
+11.0%
assets growth YoY

Port Washington State Bank Employees' Profit Sharing Retirement Plan's outsized position by total assets

Port Washington State Bank Employees' Profit Sharing Retirement Plan vs every filed plan by assets

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

$19,404,425 Top 28% higher than 72% 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

Port Washington State Bank Employees' Profit Sharing Retirement 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. Port Washington State Bank Employees' Profit Sharing Retirement Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port Washington State Bank Employees' Profit Sharing Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Port Washington State Bank Employees' Profit Sharing Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Port Washington State Bank Employees' Profit Sharing Retirement Plan reported participants fell from 103 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390545620 · Port Washington State Bank PY 2023 · 401(k)

Port Washington State Bank Employees' Profit Sharing Retirement Plan · $19M · 99 · 72nd

  • TYPE $19M
  • TYPE 99
  • TYPE 72nd
  • TYPE 401(k)
  • TYPE near Donor Network of Arizona 403(b) Plan
  • TYPE ind #5184

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 →

Port Washington State Bank Employees' Profit Sharing Retirement Plan in the asset neighbourhood

Abzena 401(k) Plan$19MViance, LLC 401(k) Plan$19MPort Washington State Bank Employees' Profit Sharing Retirement PlanPort Washington State Bank E…$19MDonor Network of Arizona 403(b) PlanDonor Network of Arizona 403…$19MTip Top Poultry, Inc. Retirement / Savings 401(k) PlanTip Top Poultry, Inc. Retire…$19M
End-of-year total assets ($M) among Port Washington State Bank Employees' Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Port Washington State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Port Washington State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 30.837735134923616% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $22.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 103 $17M
2023 1 99 $19M
2024 1 100 $23M

Port Washington State Bank filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN390545620
Plan Effective Date1953-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Port Washington State Bank Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Port Washington State Bank Employees' Profit Sharing Retirement Plan, Total assets ($B): 0.019404425 · Participants: 99Port Washington State Bank Employees' Profit Sharing Retirement 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
Port Washington State Bank Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Port Washington State Bank Employees' Profit Sharing Retirement Plan side-by-side with 3 peers →

Port Washington State Bank Employees' Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Donor Network of Arizona 403(b) Plan in AZ ($19M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Port Washington State Bank Employees' Profit Sharing Retirement Plan assets move in 2023? ▼
Port Washington State Bank Employees' Profit Sharing Retirement Plan grew at a solid clip - up 11.0% during 2023, from $17M to $19M. Reported net income was $2M.
How have Port Washington State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Washington State Bank's sponsor-wide assets grew 30.8%, from $17M to $23M.
Which 401(k) plans are similar in size to Port Washington State Bank Employees' Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donor Network of Arizona 403(b) Plan in AZ ($19M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Port Washington State Bank Employees' Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 390545620.

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.