401(k) · DOL Form 5500 · 2024

First Business Financial Services 401(k) Plan

Data updated 2026-08-11

$94M
Total assets
342
Participants
90th
Percentile by assets
$274,359
Avg per participant
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Official DOL plan name: First Business Financial Services 401(k) Plan · Sponsored by First Business Financial Services · Wisconsin · Finance & Insurance

$94M in assets, 342 participants

First Business Financial Services's First Business Financial Services 401(k) Plan reported $94M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 123,622 plans)
  • #7,215 in Finance & Insurance (8,549 peers)

Where First Business Financial Services 401(k) Plan sits by assets

First Business Financial Services 401(k) Plan sits in the top 10% of all filed plans by assets, $94M for 342 participants (~$274,359/participant), up 17.5% in 2024.

$94M
total plan assets (2024 EOY)
342
covered participants
90th
percentile by assets (of 123,622 plans)
$274,359
avg assets per participant

Where First Business Financial Services 401(k) Plan sits by total assets

First Business Financial Services 401(k) Plan vs every filed plan by assets

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

$93,830,846 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Business Financial Services 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • First Business Financial Services 401(k) Plan end-of-year assets rose from $80M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • First Business Financial Services 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 →

State
Wisconsin
Industry
Finance & Insurance

First Business Financial Services 401(k) Plan vs the 2024 asset distribution

By assets, First Business Financial Services 401(k) Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$94M
Net Income$14M
Employer EIN391576570
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Business Financial Services)

$50M$60M$70M$80M$90M$100M 202220232024 $62.6M $93.8M ▲ +50.0%
Total plan assets by year, all First Business Financial Services plans on file
Year Plans Participants Total Assets
2022 1 301 $63M
2023 1 335 $80M
2024 1 342 $94M

Nearby 401(k) Plans in Wisconsin

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

First Business Financial Services 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants First Business Finan…, Total assets ($B): 0.093830846 · Participants: 342First Business Finan…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
First Business Financial Services 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare First Business Financial Services 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to First Business Financial Services 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did First Business Financial Services 401(k) Plan assets move in 2024? ▼
First Business Financial Services 401(k) Plan grew sharply - up 17.5% during 2024, from $80M to $94M. Reported net income was $14M.
How have First Business Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Business Financial Services's sponsor-wide assets grew 50.0%, from $63M to $94M.
Where does First Business Financial Services 401(k) Plan rank by assets among Form 5500 filers? ▼
First Business Financial Services 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to First Business Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Sos and the International Sos Group of Companies 401(k) Plan in PA ($94M, 1,000 participants).

Next read for First Business Financial Services 401(k)…

Scale reading

Ways to act on First Business Financial Services 401(k) Plan's numbers.

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 391576570.

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.