401(k) · DOL Form 5500 · 2024

Nicolet National Bank 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
906
Participants Near avg headcount
92nd
Percentile by assets National rank
$137,185
Avg per participant Near avg balance/head
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Official DOL plan name: Nicolet National Bank 401(k) Plan · Sponsored by Nicolet National Bank · Wisconsin · Finance & Insurance

$124M in assets, 906 participants

Nicolet National Bank's Nicolet National Bank 401(k) Plan reported $124M in total assets and 906 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,468 in Finance & Insurance (8,549 peers)

Where Nicolet National Bank 401(k) Plan sits by assets

Nicolet National Bank 401(k) Plan sits in the top 10% of all filed plans by assets, $124M for 906 participants (~$137,185/participant), up 18.3% in 2024.

#7,468
in Finance & Insurance (8,549 peers)
+18.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Nicolet National Bank 401(k) Plan's outsized position by total assets

Nicolet National Bank 401(k) Plan vs every filed plan by assets

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

$124,289,965 Top 8% higher than 92% 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

Nicolet National Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicolet National Bank 401(k) Plan sits mid-pack in the medium band (906 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nicolet National Bank 401(k) Plan end-of-year assets rose from $105M in the plan year 2023 filing to $124M in the plan year 2024 filing.
  • Nicolet National Bank 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Nicolet National Bank 401(k) Plan reported participants fell from 929 in the plan year 2023 filing to 906 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391990426 · Nicolet National Bank PY 2024 · 401(k)

Nicolet National Bank 401(k) Plan · $124M · 906 · 92nd

  • PCT $124M
  • PCT 906
  • PCT 92nd
  • PCT 401(k)
  • PCT near Natus Medical Incorporated 401(k) Profit Sharing Plan
  • PCT ind #7468

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 →

Nicolet National Bank 401(k) Plan in the asset neighbourhood

Engineered Floors, LLC 401(k) PlanEngineered Floors, LLC 401(k…$124MThe Swan Group Retirement PlanThe Swan Group Retirement Pl…$124MNicolet National Bank 401(k) PlanNicolet National Bank 401(k)…$124MNatus Medical Incorporated 401(k) Profit Sharing PlanNatus Medical Incorporated 4…$124MCapital Accumulation P/S Plan for Employees of Payden & RygelCapital Accumulation P/S Pla…$124M
End-of-year total assets ($M) among Nicolet National Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$124M
Net Income$19M
Employer EIN391990426
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicolet National Bank)

Sponsor-wide plan assets over time

All Nicolet National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$124M 41.99357481463515% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $87.5M $124M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 712 $88M
2023 1 929 $105M
2024 1 906 $124M

Nearby 401(k) Plans in Wisconsin

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

Nicolet National Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Nicolet National Bank 401(k) Plan, Total assets ($B): 0.124289965 · Participants: 906Nicolet National Bank 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
Nicolet National Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Nicolet National Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA ($124M); by covered participants it is 3401 Hoteliers, L.P. Profit Sharing Plan in TX (906 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (906 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 Nicolet National Bank 401(k) Plan assets move in 2024? ▼
Nicolet National Bank 401(k) Plan grew sharply - up 18.3% during 2024, from $105M to $124M. Reported net income was $19M.
How have Nicolet National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolet National Bank's sponsor-wide assets grew 42.0%, from $88M to $124M.
Where does Nicolet National Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Nicolet National Bank 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Nicolet National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA ($124M, 674 participants).
Which 401(k) plans cover a similar participant headcount to Nicolet National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 3401 Hoteliers, L.P. Profit Sharing Plan in TX (906 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 391990426.

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.