401(k) · DOL Form 5500 · 2023

Monona State Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
153
Participants Small participant base
35th
Percentile by assets National rank
$19,089
Avg per participant Low balance/head
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Official DOL plan name: Monona Bank 401(k) Savings Plan · Sponsored by Monona State Bank · Wisconsin · Finance & Insurance

$3M in assets, 153 participants

Monona State Bank's Monona Bank 401(k) Savings Plan reported $3M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,170 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Monona Bank 401(k) Savings Plan covers 153 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#2,170
in Finance & Insurance (8,869 peers)
-88.9%
assets change YoY

The plan reported a net loss of $784K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monona Bank 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Monona Bank 401(k) Savings Plan vs every filed plan by assets

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

$2,920,682 35th percentile higher than 35% 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

Monona Bank 401(k) 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. Monona Bank 401(k) Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monona Bank 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to -$784K in the plan year 2023 filing.
  • Monona Bank 401(k) Savings Plan end-of-year assets fell from $26M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Monona Bank 401(k) Savings Plan reported participants fell from 163 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391701359 · Monona State Bank PY 2023 · 401(k)

Monona Bank 401(k) Savings Plan · $3M · 153 · 35th

  • SCH $3M
  • EBSA 153
  • PART 35th
  • TYPE 401(k)
  • NET near Ken's Discount Building Materials, Inc 401(k) Profit Sharing Plan
  • BOOK ind #2170

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 →

Monona Bank 401(k) Savings Plan in the asset neighbourhood

Monona Bank 401(k) Savings PlanMonona Bank 401(k) Savings P…$3MKen's Discount Building Materials, Inc 401(k) Profit Sharing PlanKen's Discount Building Mate…$3MAmz Manufacturing Corporation 401(k) PlanAmz Manufacturing Corporatio…$3MFabric Services Employee Stock Ownership and 401(k) PlanFabric Services Employee Sto…$3MTruck ' N Travel 401(k) Plan$3M
End-of-year total assets ($M) among Monona Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$3M
Net Income-$784K
Employer EIN391701359
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monona State Bank)

Sponsor-wide plan assets over time

All Monona State Bank plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $26.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 163 $26M
2023 1 153 $3M
2024 1 N/A N/A

Nearby 401(k) Plans in Wisconsin

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

Monona Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Monona Bank 401(k) Savings Plan, Total assets ($B): 0.002920682 · Participants: 153Monona Bank 401(k) 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
Monona Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Monona Bank 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Ken's Discount Building Materials, Inc 401(k) Profit Sharing Plan in AR ($3M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Monona Bank 401(k) Savings Plan assets move in 2023? ▼
Monona Bank 401(k) Savings Plan contracted severely - down 88.9% during 2023, from $26M to $3M. Reported net income was -$784K.
Which 401(k) plans are similar in size to Monona Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ken's Discount Building Materials, Inc 401(k) Profit Sharing Plan in AR ($3M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Monona Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 391701359.

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.