401(k) · DOL Form 5500 · 2024
Bankfinancial, NA 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $193,247
- Avg per participant Above avg balance/head
Official DOL plan name: Bankfinancial and Subsidiaries Assoc. Investment Plan · Sponsored by Bankfinancial, NA · Illinois · Finance & Insurance
$40M in assets, 206 participants
Bankfinancial, NA's Bankfinancial and Subsidiaries Assoc. Investment Plan reported $40M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #6,082 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Bankfinancial and Subsidiaries Assoc. Investment Plan covers 206 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $40M.
- #6,082
- in Finance & Insurance (8,549 peers)
- +13.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Bankfinancial and Subsidiaries Assoc. Investment Plan's outsized position by total assets
Bankfinancial and Subsidiaries Assoc. Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,808,846 Top 19% higher than 81% 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
Bankfinancial and Subsidiaries Assoc. Investment 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. Bankfinancial and Subsidiaries Assoc. Investment Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bankfinancial and Subsidiaries Assoc. Investment Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Bankfinancial and Subsidiaries Assoc. Investment Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Bankfinancial and Subsidiaries Assoc. Investment Plan reported participants rose from 201 in the plan year 2023 filing to 206 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 361570375 · Bankfinancial, NA PY 2024 · 401(k)
Bankfinancial and Subsidiaries Assoc. Investment Plan · $40M · 206 · 81st
- ASSETS $40M
- PCT 206
- EIN 81st
- RANK 401(k)
- PHOTO near Electronic Transaction Consultants 401(k) Profit Sharing Plan
- IND ind #6082
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 Illinois →
Bankfinancial and Subsidiaries Assoc. Investment Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 361570375 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bankfinancial, NA)
Sponsor-wide plan assets over time
All Bankfinancial, NA plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 28.466981753900406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $31M |
| 2023 | 1 | 201 | $35M |
| 2024 | 1 | 206 | $40M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Bankfinancial and Subsidiaries Assoc. Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Electronic Transaction Consultants 401(k) Profit Sharing Plan in TX ($40M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Electronic Transaction Consultants 401(k) Profit Sharing Plan (TX) $40M · 248
- Reinke Manufacturing Company, Inc. 401(k) Plan (NE) $40M · 456
- Zallie Supermarkets Savings Plan (NJ) $40M · 261
- Hopehealth Retirement Plan (RI) $40M · 566
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Cavicchio Greenhouses Retirement Savings Plan (MA) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.