401(k) · DOL Form 5500 · 2023

Royal Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
144
Participants Small participant base
68th
Percentile by assets National rank
$107,633
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Royal Bank Employee Stock Ownership and Retirement Savings Plan · Sponsored by Royal Bancshares, Inc. · Wisconsin · Finance & Insurance

$15M in assets, 144 participants

Royal Bancshares, Inc.'s Royal Bank Employee Stock Ownership and Retirement Savings Plan reported $15M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,713 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Royal Bank Employee Stock Ownership and Retirement Savings Plan covers 144 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#4,713
in Finance & Insurance (8,869 peers)
+11.4%
assets growth YoY

Royal Bank Employee Stock Ownership and Retirement Savings Plan's outsized position by total assets

Royal Bank Employee Stock Ownership and Retirement Savings Plan vs every filed plan by assets

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

$15,499,154 Top 32% higher than 68% 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

Royal Bank Employee Stock Ownership and Retirement Savings 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. Royal Bank Employee Stock Ownership and Retirement Savings Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal Bank Employee Stock Ownership and Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Royal Bank Employee Stock Ownership and Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391654381 · Royal Bancshares, Inc. PY 2023 · 401(k)

Royal Bank Employee Stock Ownership and Retirement Savings Plan · $15M · 144 · 68th

  • RANK $15M
  • PHOTO 144
  • IND 68th
  • EOY 401(k)
  • 5500 near Signal Financial Federal Credit Union 401(k) Plan
  • ASSETS ind #4713

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 →

Royal Bank Employee Stock Ownership and Retirement Savings Plan in the asset neighbourhood

Royal Bank Employee Stock Ownership and Retirement Savings PlanRoyal Bank Employee Stock Ow…$15MSignal Financial Federal Credit Union 401(k) PlanSignal Financial Federal Cre…$15MThe Ldf Companies Retirement Savings PlanThe Ldf Companies Retirement…$15MColville Tribal Enterprises Corp. Retirement PlanColville Tribal Enterprises …$16MCorbus/Soin 401(k) Plan$16M
End-of-year total assets ($M) among Royal Bank Employee Stock Ownership and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN391654381
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Bancshares, Inc.)

Sponsor-wide plan assets over time

All Royal Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.11997017018513% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.9M $16.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 143 $14M
2023 1 144 $15M
2024 1 143 $17M

Nearby 401(k) Plans in Wisconsin

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

Royal Bank Employee Stock Ownership and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Royal Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($B): 0.015499154 · Participants: 144Royal Bank Employee Stock Ownership and Retirement Savings 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
Royal Bank Employee Stock Ownership and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Royal Bank Employee Stock Ownership and Retirement Savings Plan side-by-side with 3 peers →

Royal Bank Employee Stock Ownership and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Signal Financial Federal Credit Union 401(k) Plan in MD ($15M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Royal Bank Employee Stock Ownership and Retirement Savings Plan assets move in 2023? ▼
Royal Bank Employee Stock Ownership and Retirement Savings Plan grew at a solid clip - up 11.4% during 2023, from $14M to $15M. Reported net income was $2M.
How have Royal Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Bancshares, Inc.'s sponsor-wide assets grew 19.1%, from $14M to $17M.
Which 401(k) plans are similar in size to Royal Bank Employee Stock Ownership and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signal Financial Federal Credit Union 401(k) Plan in MD ($15M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Royal Bank Employee Stock Ownership and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 391654381.

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.