401(k) · DOL Form 5500 · 2023

Community First Bank 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
107
Participants Small participant base
64th
Percentile by assets National rank
$118,023
Avg per participant Below avg balance/head
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Official DOL plan name: Community First Bank 401(k) Profit Sharing Plan · Sponsored by Community First Bank · Wisconsin · Finance & Insurance

$13M in assets, 107 participants

Community First Bank's Community First Bank 401(k) Profit Sharing Plan reported $13M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,304 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Community First Bank 401(k) Profit Sharing Plan covers 107 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#4,304
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY

Community First Bank 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$12,628,429 Top 36% higher than 64% 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

Community First Bank 401(k) Profit Sharing 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. Community First Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community First Bank 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Community First Bank 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Community First Bank 401(k) Profit Sharing Plan reported participants fell from 109 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390176540 · Community First Bank PY 2023 · 401(k)

Community First Bank 401(k) Profit Sharing Plan · $13M · 107 · 64th

  • IND $13M
  • IND 107
  • IND 64th
  • IND 401(k)
  • IND near Rochester Auto Group 401(k) Profit Sharing Plan
  • IND ind #4304

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 →

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

Community First Bank 401(k) Profit Sharing PlanCommunity First Bank 401(k) …$13MRochester Auto Group 401(k) Profit Sharing PlanRochester Auto Group 401(k) …$13MUnique Staffing 401(k) Retirement PlanUnique Staffing 401(k) Retir…$13MIvci, LLC 401(k) Profit Sharing Plan & TrustIvci, LLC 401(k) Profit Shar…$13MAir & Space Forces Association 401(k) Retirement PlanAir & Space Forces Associati…$13M
End-of-year total assets ($M) among Community First Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN390176540
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community First Bank)

Sponsor-wide plan assets over time

All Community First Bank plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.17515691059679% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.2M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 109 $11M
2023 1 107 $13M
2024 1 113 $14M

Nearby 401(k) Plans in Wisconsin

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

Community First Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Community First Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.012628429 · Participants: 107Community First 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
Community First Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Community First 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 Rochester Auto Group 401(k) Profit Sharing Plan in MN ($13M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Community First Bank 401(k) Profit Sharing Plan assets move in 2023?
Community First Bank 401(k) Profit Sharing Plan grew sharply - up 19.8% during 2023, from $11M to $13M. Reported net income was $2M.
How have Community First Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Community First Bank's sponsor-wide assets grew 34.2%, from $11M to $14M.
Which 401(k) plans are similar in size to Community First Bank 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Rochester Auto Group 401(k) Profit Sharing Plan in MN ($13M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Community First Bank 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A in assets).