401(k) · DOL Form 5500 · 2024

Woodtrust Bank 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
88
Participants Small participant base
83rd
Percentile by assets National rank
$502,093
Avg per participant High balance/head
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Official DOL plan name: Woodtrust Bank 401(k) Profit Sharing Plan · Sponsored by Woodtrust Bank · Wisconsin · Finance & Insurance

$44M in assets, 88 participants

Woodtrust Bank's Woodtrust Bank 401(k) Profit Sharing Plan reported $44M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,262 in Finance & Insurance (8,549 peers)

Where Woodtrust Bank 401(k) Profit Sharing Plan sits by assets

Woodtrust Bank 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 88 participants (~$502,093/participant), up 13.3% in 2024.

#6,262
in Finance & Insurance (8,549 peers)
+13.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Woodtrust Bank 401(k) Profit Sharing Plan's outsized position by total assets

Woodtrust Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,184,142 Top 17% higher than 83% 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

Woodtrust Bank 401(k) Profit Sharing 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. Woodtrust Bank 401(k) Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodtrust Bank 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Woodtrust Bank 401(k) Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Woodtrust Bank 401(k) Profit Sharing Plan reported participants fell from 96 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390720440 · Woodtrust Bank PY 2024 · 401(k)

Woodtrust Bank 401(k) Profit Sharing Plan · $44M · 88 · 83rd

  • 5500 $44M
  • ASSETS 88
  • PCT 83rd
  • EIN 401(k)
  • RANK near Crestline Investors, Inc. 401(k) Plan
  • PHOTO ind #6262

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 →

Woodtrust Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Imagine360 Administrators 401(k) PlanImagine360 Administrators 40…$44MWoodtrust Bank 401(k) Profit Sharing PlanWoodtrust Bank 401(k) Profit…$44MCrestline Investors, Inc. 401(k) PlanCrestline Investors, Inc. 40…$44MMosure & Syrakis 401(k) Profit Sharing TrustMosure & Syrakis 401(k) Prof…$44MSoliant 401(k) Plan$44M
End-of-year total assets ($M) among Woodtrust Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$44M
Net Income$5M
Employer EIN390720440
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodtrust Bank)

Sponsor-wide plan assets over time

All Woodtrust Bank plans reported in each filing year

Latest sponsor-wide plan assets
$44M 36.16702879961618% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.5M $44.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 91 $32M
2023 1 96 $39M
2024 1 88 $44M

Nearby 401(k) Plans in Wisconsin

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

Woodtrust Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Woodtrust Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.044184142 · Participants: 88Woodtrust Bank 401(k) Profit Sharing 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
Woodtrust Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Woodtrust Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Woodtrust Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Crestline Investors, Inc. 401(k) Plan in TX ($44M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Woodtrust Bank 401(k) Profit Sharing Plan assets move in 2024? ▼
Woodtrust Bank 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $39M to $44M. Reported net income was $5M.
How have Woodtrust Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodtrust Bank's sponsor-wide assets grew 36.2%, from $32M to $44M.
Where does Woodtrust Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Woodtrust Bank 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Woodtrust Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crestline Investors, Inc. 401(k) Plan in TX ($44M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Woodtrust Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 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 390720440.

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.