401(k) · DOL Form 5500 · 2023

Citizens Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
167
Participants Small participant base
72nd
Percentile by assets National rank
$118,162
Avg per participant Near avg balance/head
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Official DOL plan name: Citizens Bank 401(k) Mukwonago, Wi · Sponsored by Citizens Bank · Wisconsin · Finance & Insurance

$20M in assets, 167 participants

Citizens Bank's Citizens Bank 401(k) Mukwonago, Wi reported $20M in total assets and 167 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.

  • #5,220 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Citizens Bank 401(k) Mukwonago, Wi covers 167 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#5,220
in Finance & Insurance (8,869 peers)
+19.5%
assets growth YoY

Citizens Bank 401(k) Mukwonago, Wi's outsized position by total assets

Citizens Bank 401(k) Mukwonago, Wi vs every filed plan by assets

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

$19,733,044 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

Citizens Bank 401(k) Mukwonago, Wi 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. Citizens Bank 401(k) Mukwonago, Wi sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens Bank 401(k) Mukwonago, Wi reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Citizens Bank 401(k) Mukwonago, Wi end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Citizens Bank 401(k) Mukwonago, Wi reported participants rose from 157 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390210030 · Citizens Bank PY 2023 · 401(k)

Citizens Bank 401(k) Mukwonago, Wi · $20M · 167 · 72nd

  • VS-ST $20M
  • VS-ST 167
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near The Restated Thrift/Profit Sharing Plan for Cooperatives
  • VS-ST ind #5220

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 →

Citizens Bank 401(k) Mukwonago, Wi in the asset neighbourhood

Hi-Crush Services LLC 401(k) PlanHi-Crush Services LLC 401(k)…$20MCitizens Bank 401(k) Mukwonago, WiCitizens Bank 401(k) Mukwona…$20MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$20MKimball, Tirey & St. John LLP 401(k) PlanKimball, Tirey & St. John LL…$20MR.C.P. Block & Brick, Inc. 401(k) Retirement Savings PlanR.C.P. Block & Brick, Inc. 4…$20M
End-of-year total assets ($M) among Citizens Bank 401(k) Mukwonago, Wi and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN390210030
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Bank)

Sponsor-wide plan assets over time

All Citizens Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 30.854093319371433% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $31.6M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 300 $24M
2023 2 319 $28M
2024 2 318 $32M

Nearby 401(k) Plans in Wisconsin

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

Citizens Bank 401(k) Mukwonago, Wi vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Citizens Bank 401(k) Mukwonago, Wi, Total assets ($B): 0.019733044 · Participants: 167Citizens Bank 401(k) Mukwonago, WiAdvocate 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
Citizens Bank 401(k) Mukwonago, Wi vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Citizens Bank 401(k) Mukwonago, Wi side-by-side with 3 peers →

Citizens Bank 401(k) Mukwonago, Wi's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($20M); by covered participants it is American Green, Inc. 401(k) Plan in IL (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Citizens Bank 401(k) Mukwonago, Wi assets move in 2023? ▼
Citizens Bank 401(k) Mukwonago, Wi grew sharply - up 19.5% during 2023, from $17M to $20M. Reported net income was $3M.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 30.9%, from $24M to $32M.
Which 401(k) plans are similar in size to Citizens Bank 401(k) Mukwonago, Wi? ▼
Among 401(k) plans in other states, the closest by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($20M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank 401(k) Mukwonago, Wi? ▼
Among 401(k) plans in other states, the closest by covered participants is American Green, Inc. 401(k) Plan in IL (167 participants, $9M 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 390210030.

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.