401(k) · DOL Form 5500 · 2024

Bank Five Nine 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
342
Participants Below avg headcount
80th
Percentile by assets National rank
$105,224
Avg per participant Below avg balance/head
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Official DOL plan name: Bank Five Nine 401(k) Plan · Sponsored by Bank Five Nine · Wisconsin · Finance & Insurance

$36M in assets, 342 participants

Bank Five Nine's Bank Five Nine 401(k) Plan reported $36M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,882 in Finance & Insurance (8,549 peers)

Where Bank Five Nine 401(k) Plan sits by assets

Bank Five Nine 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 342 participants (~$105,224/participant), up 13.2% in 2024.

#5,882
in Finance & Insurance (8,549 peers)
+13.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bank Five Nine 401(k) Plan's outsized position by total assets

Bank Five Nine 401(k) Plan vs every filed plan by assets

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

$35,986,639 Top 20% higher than 80% 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

Bank Five Nine 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. Bank Five Nine 401(k) Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bank Five Nine 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bank Five Nine 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Bank Five Nine 401(k) Plan reported participants rose from 335 in the plan year 2023 filing to 342 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390148000 · Bank Five Nine PY 2024 · 401(k)

Bank Five Nine 401(k) Plan · $36M · 342 · 80th

  • BOOK $36M
  • VS-ST 342
  • BOY 80th
  • SCH 401(k)
  • EBSA near Care Retirement Savings Plan for Nonresident Alien Employees
  • PART ind #5882

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 →

Bank Five Nine 401(k) Plan in the asset neighbourhood

Bank Five Nine 401(k) Plan$36MCare Retirement Savings Plan for Nonresident Alien EmployeesCare Retirement Savings Plan…$36MMaita Profit Sharing 401(k) Plan and TrustMaita Profit Sharing 401(k) …$36MLift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$36MGlobal Alliance for Tb Drug Development Retirement PlanGlobal Alliance for Tb Drug …$36M
End-of-year total assets ($M) among Bank Five Nine 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)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN390148000
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Five Nine)

Sponsor-wide plan assets over time

All Bank Five Nine plans reported in each filing year

Latest sponsor-wide plan assets
$36M 49.37651790201322% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.1M $36M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 318 $24M
2023 1 335 $32M
2024 1 342 $36M

Nearby 401(k) Plans in Wisconsin

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

Bank Five Nine 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bank Five Nine 401(k) Plan, Total assets ($B): 0.035986639 · Participants: 342Bank Five Nine 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
Bank Five Nine 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bank Five Nine 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Care Retirement Savings Plan for Nonresident Alien Employees in GA ($36M); by covered participants it is C. Stein, Inc. Retirement Plan in WA (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Bank Five Nine 401(k) Plan assets move in 2024? ▼
Bank Five Nine 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $32M to $36M. Reported net income was $4M.
How have Bank Five Nine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Five Nine's sponsor-wide assets grew 49.4%, from $24M to $36M.
Where does Bank Five Nine 401(k) Plan rank by assets among Form 5500 filers? ▼
Bank Five Nine 401(k) Plan ranks in the 80th 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 Bank Five Nine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Care Retirement Savings Plan for Nonresident Alien Employees in GA ($36M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Bank Five Nine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. Stein, Inc. Retirement Plan in WA (342 participants, N/A 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 390148000.

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.