401(k) · DOL Form 5500 · 2024

First Business Financial Services 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
342
Participants Below avg headcount
90th
Percentile by assets National rank
$274,359
Avg per participant High balance/head
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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.

  • #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.

#7,215
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

First Business Financial Services 401(k) Plan's outsized position 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 $2,050,000,000 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

First Business Financial Services 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. First Business Financial Services 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

  • 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 →

DOL schedule card

Filing strip 391576570 · First Business Financial Services PY 2024 · 401(k)

First Business Financial Services 401(k) Plan · $94M · 342 · 90th

  • BOOK $94M
  • BOOK 342
  • BOOK 90th
  • BOOK 401(k)
  • BOOK near International Sos and the International Sos Group of Companies 401(k) Plan
  • BOOK ind #7215

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 →

First Business Financial Services 401(k) Plan in the asset neighbourhood

Vecellio Group, Inc. Retirement Savings PlanVecellio Group, Inc. Retirem…$94MEhealth Insurance Services, Inc. 401(k) PlanEhealth Insurance Services, …$94MGoto Foods LLC 401(k) Plan$94MFirst Business Financial Services 401(k) PlanFirst Business Financial Ser…$94MInternational Sos and the International Sos Group of Companies 401(k) PlanInternational Sos and the In…$94M
End-of-year total assets ($M) among First Business Financial Services 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)$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)

Sponsor-wide plan assets over time

All First Business Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$94M 49.9972000668531% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.6M $93.8M ▲ +50.0%
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 ($B) Participants First Business Financial Services 401(k) Plan, Total assets ($B): 0.093830846 · Participants: 342First Business Financial Services 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
First Business Financial Services 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare First Business Financial Services 401(k) Plan side-by-side with 3 peers →

First Business Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is International Sos and the International Sos Group of Companies 401(k) Plan in PA ($94M); 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 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).
Which 401(k) plans cover a similar participant headcount to First Business Financial Services 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 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.