401(k) · DOL Form 5500 · 2023

Peoples State Bank 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
184
Participants Below avg headcount
77th
Percentile by assets National rank
$142,200
Avg per participant Near avg balance/head
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Official DOL plan name: Peoples State Bank Profit Sharing 401(k) Plan · Sponsored by Peoples State Bank · Wisconsin · Finance & Insurance

$26M in assets, 184 participants

Peoples State Bank's Peoples State Bank Profit Sharing 401(k) Plan reported $26M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,789 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Peoples State Bank Profit Sharing 401(k) Plan covers 184 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.

#5,789
in Finance & Insurance (8,869 peers)
+7.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Peoples State Bank Profit Sharing 401(k) Plan's outsized position by total assets

Peoples State Bank Profit Sharing 401(k) Plan vs every filed plan by assets

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

$26,164,879 Top 23% higher than 77% 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

Peoples State Bank Profit Sharing 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. Peoples State Bank Profit Sharing 401(k) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peoples State Bank Profit Sharing 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Peoples State Bank Profit Sharing 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Peoples State Bank Profit Sharing 401(k) Plan reported participants rose from 179 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390987942 · Peoples State Bank PY 2023 · 401(k)

Peoples State Bank Profit Sharing 401(k) Plan · $26M · 184 · 77th

  • PART $26M
  • TYPE 184
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Simco Profit Sharing 401(k) Plan
  • BOY ind #5789

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 →

Peoples State Bank Profit Sharing 401(k) Plan in the asset neighbourhood

Nt Concepts 401(k) Plan$26MPeoples State Bank Profit Sharing 401(k) PlanPeoples State Bank Profit Sh…$26MSimco Profit Sharing 401(k) PlanSimco Profit Sharing 401(k) …$26MActblue LLC 401(k) Plan$26MUnited Gilsonite Laboratories Savings and Profit Sharing PlanUnited Gilsonite Laboratorie…$26M
End-of-year total assets ($M) among Peoples State Bank Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN390987942
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peoples State Bank)

Sponsor-wide plan assets over time

All Peoples State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$26M 8.870463938743061% vs 2022
2024 filing year
$24M$25M$26M$27M 202220232024 $24.3M $26.4M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 179 $24M
2023 1 184 $26M
2024 1 191 $26M

Nearby 401(k) Plans in Wisconsin

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

Peoples State Bank Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Peoples State Bank Profit Sharing 401(k) Plan, Total assets ($B): 0.026164879 · Participants: 184Peoples State Bank Profit Sharing 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
Peoples State Bank Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Peoples State Bank Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Simco Profit Sharing 401(k) Plan in CA ($26M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Peoples State Bank Profit Sharing 401(k) Plan assets move in 2023? ▼
Peoples State Bank Profit Sharing 401(k) Plan grew at a solid clip - up 7.8% during 2023, from $24M to $26M. Reported net income was $2M.
How have Peoples State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples State Bank's sponsor-wide assets grew 8.9%, from $24M to $26M.
Where does Peoples State Bank Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Peoples State Bank Profit Sharing 401(k) Plan ranks in the 77th 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 Peoples State Bank Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simco Profit Sharing 401(k) Plan in CA ($26M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Peoples State Bank Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 390987942.

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.