401(k) · DOL Form 5500 · 2024

The Pineries Bank 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
11
Participants Small participant base
51st
Percentile by assets National rank
$736,865
Avg per participant High balance/head
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Official DOL plan name: The Pineries Bank Employee Stock Ownership and 401(k) Plan · Sponsored by The Pineries Bank · Wisconsin · Finance & Insurance

$8M in assets, 11 participants

The Pineries Bank's The Pineries Bank Employee Stock Ownership and 401(k) Plan reported $8M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,039 in Finance & Insurance (8,549 peers)

The Pineries Bank multi-year trail

The Pineries Bank's plans moved +22.6% in assets from 2022 to 2024; this filing shows The Pineries Bank Employee Stock Ownership and 401(k) Plan at $8M / 11 participants.

#3,039
in Finance & Insurance (8,549 peers)
+9.1%
assets growth YoY

The Pineries Bank Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Pineries Bank Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,105,520 Top 49% higher than 51% of 123,620 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 2024

The Pineries Bank Employee Stock Ownership and 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pineries Bank Employee Stock Ownership and 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pineries Bank Employee Stock Ownership and 401(k) Plan reported net income fell from $816K in the plan year 2023 filing to $678K in the plan year 2024 filing.
  • The Pineries Bank Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Pineries Bank Employee Stock Ownership and 401(k) Plan reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390456670 · The Pineries Bank PY 2024 · 401(k)

The Pineries Bank Employee Stock Ownership and 401(k) Plan · $8M · 11 · 51st

  • BOY $8M
  • SCH 11
  • EBSA 51st
  • PART 401(k)
  • TYPE near Atkins & Pearce 401 (K) Plan
  • NET ind #3039

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 →

The Pineries Bank Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

The Pineries Bank Employee Stock Ownership and 401(k) PlanThe Pineries Bank Employee S…$8MAtkins & Pearce 401 (K) Plan$8MBradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and TrustBradley Plumbing & Heating, …$8MHimatsingka America, Inc. Retirement Savings PlanHimatsingka America, Inc. Re…$8MRichard Mcnay, Inc. 401(k) Profit Sharing PlanRichard Mcnay, Inc. 401(k) P…$8M
End-of-year total assets ($M) among The Pineries Bank Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Pineries Bank multi-year asset trail

Sponsor-wide plan assets over time

All The Pineries Bank plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.589245446188663% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.61M $8.11M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 11 $7M
2023 1 12 $7M
2024 1 11 $8M

The Pineries Bank filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$678K
Employer EIN390456670
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

The Pineries Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Pineries Bank Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.00810552 · Participants: 11The Pineries Bank Employee Stock Ownership and 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Pineries Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Pineries Bank Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

The Pineries Bank Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Atkins & Pearce 401 (K) Plan in KY ($8M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Pineries Bank Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
The Pineries Bank Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $7M to $8M. Reported net income was $678K.
How have The Pineries Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pineries Bank's sponsor-wide assets grew 22.6%, from $7M to $8M.
Which 401(k) plans are similar in size to The Pineries Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atkins & Pearce 401 (K) Plan in KY ($8M, 179 participants).
Which 401(k) plans cover a similar participant headcount to The Pineries Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390456670.

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.