401(k) · DOL Form 5500 · 2023

Tri City Bankshares Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
368
Participants Below avg headcount
80th
Percentile by assets National rank
$89,237
Avg per participant Below avg balance/head
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Official DOL plan name: Tri City National Bank 401(k) Retirement Savings Plan · Sponsored by Tri City Bankshares Corporation · Wisconsin · Finance & Insurance

$33M in assets, 368 participants

Tri City Bankshares Corporation's Tri City National Bank 401(k) Retirement Savings Plan reported $33M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,222 in Finance & Insurance (8,869 peers)

Where Tri City National Bank 401(k) Retirement Savings Plan sits by assets

Tri City National Bank 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $33M for 368 participants (~$89,237/participant), up 7.2% in 2023.

#6,222
in Finance & Insurance (8,869 peers)
+7.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tri City National Bank 401(k) Retirement Savings Plan's outsized position by total assets

Tri City National Bank 401(k) Retirement Savings Plan vs every filed plan by assets

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

$32,839,158 Top 20% higher than 80% 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

Tri City National Bank 401(k) 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. Tri City National Bank 401(k) Retirement Savings Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri City National Bank 401(k) Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tri City National Bank 401(k) Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Tri City National Bank 401(k) Retirement Savings Plan reported participants fell from 380 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391158740 · Tri City Bankshares Corporation PY 2023 · 401(k)

Tri City National Bank 401(k) Retirement Savings Plan · $33M · 368 · 80th

  • EIN $33M
  • EIN 368
  • EIN 80th
  • EIN 401(k)
  • EIN near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Siouxland Community Health Center
  • EIN ind #6222

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 →

Tri City National Bank 401(k) Retirement Savings Plan in the asset neighbourhood

Tri City National Bank 401(k) Retirement Savings PlanTri City National Bank 401(k…$33MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Siouxland Community Health CenterSafe-Harbor 401(k) Profit Sh…$33MPexco LLC Retirement Savings PlanPexco LLC Retirement Savings…$33MV-Soft Consulting Group Retirement PlanV-Soft Consulting Group Reti…$33MSak 401(k) Plan$33M
End-of-year total assets ($M) among Tri City National Bank 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN391158740
Plan Effective Date1994-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri City Bankshares Corporation)

Sponsor-wide plan assets over time

All Tri City Bankshares Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 131.4075842746237% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $30.6M $70.9M ▲ +131.4%
Year Plans Participants Total Assets
2022 1 380 $31M
2023 1 368 $33M
2024 2 718 $71M

Nearby 401(k) Plans in Wisconsin

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

Tri City National Bank 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Tri City National Bank 401(k) Retirement Savings Plan, Total assets ($B): 0.032839158 · Participants: 368Tri City National Bank 401(k) 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
Tri City National Bank 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Tri City National Bank 401(k) Retirement Savings Plan side-by-side with 3 peers →

Tri City National Bank 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Siouxland Community Health Center in IA ($33M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Tri City National Bank 401(k) Retirement Savings Plan assets move in 2023? ▼
Tri City National Bank 401(k) Retirement Savings Plan grew at a solid clip - up 7.2% during 2023, from $31M to $33M. Reported net income was $2M.
How have Tri City Bankshares Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri City Bankshares Corporation's sponsor-wide assets grew 131.4%, from $31M to $71M.
Where does Tri City National Bank 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Tri City National Bank 401(k) Retirement Savings Plan ranks in the 80th 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 Tri City National Bank 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Siouxland Community Health Center in IA ($33M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Tri City National Bank 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 391158740.

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.