401(k) · DOL Form 5500 · 2024

Bankers Bank 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
151
Participants Small participant base
80th
Percentile by assets National rank
$234,704
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bankers' Bank 401(k) Plan · Sponsored by Bankers Bank · Wisconsin · Finance & Insurance

$35M in assets, 151 participants

Bankers Bank's Bankers' Bank 401(k) Plan reported $35M in total assets and 151 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.

  • #5,853 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Bankers' Bank 401(k) Plan covers 151 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.

#5,853
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Bankers' Bank 401(k) Plan vs every filed plan by assets

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

$35,440,292 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

Bankers' 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. Bankers' Bank 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bankers' Bank 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bankers' Bank 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Bankers' Bank 401(k) Plan reported participants fell from 154 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391373892 · Bankers Bank PY 2024 · 401(k)

Bankers' Bank 401(k) Plan · $35M · 151 · 80th

  • IND $35M
  • IND 151
  • IND 80th
  • IND 401(k)
  • IND near Bay Ship & Yacht Company 401(k) Profit Sharing Plan
  • IND ind #5853

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 →

Bankers' Bank 401(k) Plan in the asset neighbourhood

Bankers' Bank 401(k) Plan$35MBay Ship & Yacht Company 401(k) Profit Sharing PlanBay Ship & Yacht Company 401…$35MOmeros Corporation Retirement PlanOmeros Corporation Retiremen…$35MLpx, Inc. & Subsidiaries 401(k) Retirement Savings PlanLpx, Inc. & Subsidiaries 401…$35MNts Development Company Retirement Savings PlanNts Development Company Reti…$35M
End-of-year total assets ($M) among Bankers' Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN391373892
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Bank)

Sponsor-wide plan assets over time

All Bankers Bank plans reported in each filing year

Latest sponsor-wide plan assets
$35M 37.159611177379006% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.8M $35.4M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 150 $26M
2023 1 154 $32M
2024 1 151 $35M

Nearby 401(k) Plans in Wisconsin

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

Bankers' Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bankers' Bank 401(k) Plan, Total assets ($B): 0.035440292 · Participants: 151Bankers' 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
Bankers' Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Bay Ship & Yacht Company 401(k) Profit Sharing Plan in CA ($35M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Bankers' Bank 401(k) Plan assets move in 2024?
Bankers' Bank 401(k) Plan grew at a solid clip - up 10.8% during 2024, from $32M to $35M. Reported net income was $3M.
How have Bankers Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Bankers Bank's sponsor-wide assets grew 37.2%, from $26M to $35M.
Where does Bankers' Bank 401(k) Plan rank by assets among Form 5500 filers?
Bankers' Bank 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 Bankers' Bank 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bay Ship & Yacht Company 401(k) Profit Sharing Plan in CA ($35M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Bankers' Bank 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A in assets).