401(k) · DOL Form 5500 · 2023

Lake Ridge Bank 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
236
Participants Below avg headcount
88th
Percentile by assets National rank
$262,520
Avg per participant High balance/head
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Official DOL plan name: Lake Ridge Bank 401(k) Plan · Sponsored by Lake Ridge Bank · Wisconsin · Finance & Insurance

$62M in assets, 236 participants

Lake Ridge Bank's Lake Ridge Bank 401(k) Plan reported $62M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,173 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Lake Ridge Bank 401(k) Plan covers 236 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $62M.

#7,173
in Finance & Insurance (8,869 peers)
+95.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lake Ridge Bank 401(k) Plan's outsized position by total assets

Lake Ridge Bank 401(k) Plan vs every filed plan by assets

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

$61,954,693 Top 12% higher than 88% 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

Lake Ridge Bank 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. Lake Ridge Bank 401(k) Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Ridge Bank 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lake Ridge Bank 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Lake Ridge Bank 401(k) Plan reported participants fell from 252 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390634040 · Lake Ridge Bank PY 2023 · 401(k)

Lake Ridge Bank 401(k) Plan · $62M · 236 · 88th

  • PCT $62M
  • PCT 236
  • PCT 88th
  • PCT 401(k)
  • PCT near North Central Heart Institute 401(k) Profit Sharing Plan
  • PCT ind #7173

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 →

Lake Ridge Bank 401(k) Plan in the asset neighbourhood

North Central Heart Institute 401(k) Profit Sharing PlanNorth Central Heart Institut…$62MJbs International, Inc. 401(k) Profit Sharing PlanJbs International, Inc. 401(…$62MHolland Partner Group Operations, LLC 401(k) PlanHolland Partner Group Operat…$62MLake Ridge Bank 401(k) Plan$62MDeem/Csc/Gbi 401(k) Plan$62M
End-of-year total assets ($M) among Lake Ridge Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$62M
Net Income$8M
Employer EIN390634040
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Ridge Bank)

Sponsor-wide plan assets over time

All Lake Ridge Bank plans reported in each filing year

Latest sponsor-wide plan assets
$66M 108.44294191340728% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $31.8M $66.2M ▲ +108.4%
Year Plans Participants Total Assets
2022 1 252 $32M
2023 1 236 $62M
2024 1 379 $66M

Nearby 401(k) Plans in Wisconsin

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

Lake Ridge Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Lake Ridge Bank 401(k) Plan, Total assets ($B): 0.061954693 · Participants: 236Lake Ridge Bank 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
Lake Ridge Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Ridge Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is North Central Heart Institute 401(k) Profit Sharing Plan in SD ($62M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Lake Ridge Bank 401(k) Plan assets move in 2023? ▼
Lake Ridge Bank 401(k) Plan surged - up 95.0% during 2023, from $32M to $62M. Reported net income was $8M.
How have Lake Ridge Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Ridge Bank's sponsor-wide assets grew 108.4%, from $32M to $66M.
Where does Lake Ridge Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Lake Ridge Bank 401(k) Plan ranks in the 88th 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 Lake Ridge Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Central Heart Institute 401(k) Profit Sharing Plan in SD ($62M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Lake Ridge Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 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 390634040.

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.