401(k) · DOL Form 5500 · 2023

Bank of Luxemburg 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 100
Participants Small participant base: 64th
Percentile by assets National rank: $131,260
Avg per participant Near avg balance/head

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Official DOL plan name: Bank of Luxemburg Employees' Retirement Savings Plan · Sponsored by Bank of Luxemburg · Wisconsin · Finance & Insurance

$13M in assets, 100 participants

Bank of Luxemburg's Bank of Luxemburg Employees' Retirement Savings Plan reported $13M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

#4,389 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Bank of Luxemburg Employees' Retirement Savings Plan covers 100 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#4,389
in Finance & Insurance (8,869 peers): +13.1%
assets growth YoY

Bank of Luxemburg Employees' Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Bank of Luxemburg Employees' Retirement Savings Plan vs every filed plan by assets

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

$13,125,975 Top 36% higher than 64% 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

Bank of Luxemburg Employees' Retirement 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. Bank of Luxemburg Employees' Retirement Savings Plan is a small filing (100 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 390147840 · Bank of Luxemburg PY 2023 · 401(k)

Bank of Luxemburg Employees' Retirement Savings Plan · $13M · 100 · 64th

PART $13M
TYPE 100
NET 64th
BOOK 401(k)
VS-ST near Don Mcgill Toyota 401(k) Plan
BOY ind #4389

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 →

End-of-year total assets ($M) among Bank of Luxemburg Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	390147840
Plan Effective Date	1954-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bank of Luxemburg)

Latest sponsor-wide plan assets: $14M 7.536339205278083% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	100	$13M
2024	1	104	$14M

Nearby 401(k) Plans in Wisconsin

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

Bank of Luxemburg Employees' Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare Bank of Luxemburg Employees' Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Don Mcgill Toyota 401(k) Plan in TX ($13M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Don Mcgill Toyota 401(k) Plan (TX) $13M · 530
Schewel Furniture Company, Inc. 401(k) Retirement Plan (VA) $13M · 456
Udelhoven 401(k) Plan & Trust (AK) $13M · 301
Field Nation 401(k) (MN) $13M · 160

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

Carteret Management Corporation 401(k) Plan (FL) 100 · 0 off
Tantara Transportation Corp. 401(k) Plan & Trust (IA) 100 · 0 off
Alexander's Contract Services, Inc.401-K Plan (CA) 100 · 0 off
Coffman Truck Sales, Inc. 401(k) Plan (IL) 100 · 0 off

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 Bank of Luxemburg Employees' Retirement Savings Plan assets move in 2023? ▼

Bank of Luxemburg Employees' Retirement Savings Plan grew at a solid clip - up 13.1% during 2023, from $12M to $13M. Reported net income was $2M.

How have Bank of Luxemburg plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Bank of Luxemburg's sponsor-wide assets grew 7.5%, from $13M to $14M.

Which 401(k) plans are similar in size to Bank of Luxemburg Employees' Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Don Mcgill Toyota 401(k) Plan in TX ($13M, 530 participants).

Which 401(k) plans cover a similar participant headcount to Bank of Luxemburg Employees' Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 390147840.