401(k) · DOL Form 5500 · 2024
Dairy State Bank 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $138,347
- Avg per participant Near avg balance/head
Official DOL plan name: Dairy State Bank Retirement Savings Plan · Sponsored by Dairy State Bank · Wisconsin · Finance & Insurance
$13M in assets, 96 participants
Dairy State Bank's Dairy State Bank Retirement Savings Plan reported $13M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,909 in Finance & Insurance (8,549 peers)
2024 asset change
Dairy State Bank Retirement Savings Plan pulled back noticeably 10.0% in 2024 ($15M → $13M) for 96 participants.
- #3,909
- in Finance & Insurance (8,549 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dairy State Bank Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Dairy State Bank Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,281,270 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dairy State Bank Retirement Savings 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. Dairy State Bank Retirement Savings Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dairy State Bank Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Dairy State Bank Retirement Savings Plan end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Dairy State Bank Retirement Savings Plan reported participants fell from 97 in the plan year 2023 filing to 96 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390848078 · Dairy State Bank PY 2024 · 401(k)
Dairy State Bank Retirement Savings Plan · $13M · 96 · 62nd
- PART $13M
- TYPE 96
- NET 62nd
- BOOK 401(k)
- VS-ST near Infotrack US Inc 401 (K) Plan
- BOY ind #3909
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 →
Dairy State Bank Retirement Savings Plan in the asset neighbourhood
Dairy State Bank years around the 2024 move
Sponsor-wide plan assets over time
All Dairy State Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 2.4455401785678217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $14M |
| 2023 | 1 | 97 | $15M |
| 2024 | 1 | 96 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 390848078 |
| Plan Effective Date | 1973-12-20 |
| 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 $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Dairy State Bank Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Infotrack US Inc 401 (K) Plan in CA ($13M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Berberian Entities 401(k) Retirement Plan (CA) 96 · 0 off
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.