401(k) · DOL Form 5500 · 2023
Coulee Bank 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $412,445
- Avg per participant High balance/head
Official DOL plan name: Coulee Bank Salary Savings Plan · Sponsored by Coulee Bank · Wisconsin · Finance & Insurance
$15M in assets, 37 participants
Coulee Bank's Coulee Bank Salary Savings Plan reported $15M in total assets and 37 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.
- #4,676 in Finance & Insurance (8,869 peers)
Coulee Bank multi-year trail
Coulee Bank's plans moved -11.0% in assets from 2023 to 2024; this filing shows Coulee Bank Salary Savings Plan at $15M / 37 participants.
- #4,676
- in Finance & Insurance (8,869 peers)
- +20.6%
- assets growth YoY
Coulee Bank Salary Savings Plan's outsized position by total assets
Coulee Bank Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,260,460 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Coulee Bank Salary Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coulee Bank Salary Savings Plan is a small filing (37 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 390978524 · Coulee Bank PY 2023 · 401(k)
Coulee Bank Salary Savings Plan · $15M · 37 · 68th
- PART $15M
- TYPE 37
- NET 68th
- BOOK 401(k)
- VS-ST near Target Logistics Management, LLC 401(k) Plan
- BOY ind #4676
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 →
Coulee Bank Salary Savings Plan in the asset neighbourhood
Coulee Bank multi-year asset trail
Sponsor-wide plan assets over time
All Coulee Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 10.983168266225265% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 37 | $15M |
| 2024 | 1 | 93 | $14M |
Coulee Bank filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 390978524 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Coulee Bank Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Target Logistics Management, LLC 401(k) Plan in TX ($15M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 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.