401(k) · DOL Form 5500 · 2023

Ixonia Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
283
Participants Below avg headcount
61st
Percentile by assets National rank
$40,234
Avg per participant Low balance/head
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Official DOL plan name: Ixonia Bank 401(k) Savings Plan · Sponsored by Ixonia Bank · Wisconsin · Finance & Insurance

$11M in assets, 283 participants

Ixonia Bank's Ixonia Bank 401(k) Savings Plan reported $11M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,089 in Finance & Insurance (8,869 peers)

Ixonia Bank multi-year trail

Ixonia Bank's plans moved +62.8% in assets from 2022 to 2024; this filing shows Ixonia Bank 401(k) Savings Plan at $11M / 283 participants.

#4,089
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY

Ixonia Bank 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Ixonia Bank 401(k) Savings Plan vs every filed plan by assets

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

$11,386,191 Top 39% higher than 61% 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

Ixonia Bank 401(k) 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. Ixonia Bank 401(k) Savings Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ixonia Bank 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ixonia Bank 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ixonia Bank 401(k) Savings Plan reported participants fell from 319 in the plan year 2022 filing to 283 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390369710 · Ixonia Bank PY 2023 · 401(k)

Ixonia Bank 401(k) Savings Plan · $11M · 283 · 61st

  • ASSETS $11M
  • ASSETS 283
  • ASSETS 61st
  • ASSETS 401(k)
  • ASSETS near Spr Therapeutics, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4089

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 →

Ixonia Bank 401(k) Savings Plan in the asset neighbourhood

Ixonia Bank 401(k) Savings PlanIxonia Bank 401(k) Savings P…$11MSpr Therapeutics, Inc. 401(k) Profit Sharing PlanSpr Therapeutics, Inc. 401(k…$11MWoltz & Wind Ford, Inc. & Washington Ford, Inc. Retirement Savings PlanWoltz & Wind Ford, Inc. & Wa…$11MChemtrusion, Inc. 401(k) Savings and Profit Sharing PlanChemtrusion, Inc. 401(k) Sav…$11MCountry Life, LLC 401(k) Plan$11M
End-of-year total assets ($M) among Ixonia Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ixonia Bank multi-year asset trail

Sponsor-wide plan assets over time

All Ixonia Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 62.81848630618462% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.07M $14.8M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 319 $9M
2023 1 283 $11M
2024 1 437 $15M

Ixonia Bank filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN390369710
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Ixonia Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Ixonia Bank 401(k) Savings Plan, Total assets ($B): 0.011386191 · Participants: 283Ixonia Bank 401(k) 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
Ixonia Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ixonia Bank 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Spr Therapeutics, Inc. 401(k) Profit Sharing Plan in OH ($11M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Ixonia Bank 401(k) Savings Plan assets move in 2023? ▼
Ixonia Bank 401(k) Savings Plan grew sharply - up 25.6% during 2023, from $9M to $11M. Reported net income was $2M.
How have Ixonia Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ixonia Bank's sponsor-wide assets grew 62.8%, from $9M to $15M.
Which 401(k) plans are similar in size to Ixonia Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spr Therapeutics, Inc. 401(k) Profit Sharing Plan in OH ($11M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Ixonia Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 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 390369710.

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.