401(k) · DOL Form 5500 · 2024

Royal Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
143
Participants Small participant base
67th
Percentile by assets National rank
$115,946
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Royal Bank Employee Stock Ownership and Retirement Savings Plan · Sponsored by Royal Bancshares, Inc. · Wisconsin · Finance & Insurance

$17M in assets, 143 participants

Royal Bancshares, Inc.'s Royal Bank Employee Stock Ownership and Retirement Savings Plan reported $17M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,346 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Royal Bank Employee Stock Ownership and Retirement Savings Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#4,346
in Finance & Insurance (8,549 peers)
+7.0%
assets growth YoY

Royal Bank Employee Stock Ownership and Retirement Savings Plan's outsized position by total assets

Royal Bank Employee Stock Ownership and Retirement Savings Plan vs every filed plan by assets

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

$16,580,261 Top 33% higher than 67% 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

Royal Bank Employee Stock Ownership and Retirement Savings 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. Royal Bank Employee Stock Ownership and Retirement Savings Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Royal Bank Employee Stock Ownership and Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Royal Bank Employee Stock Ownership and Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391654381 · Royal Bancshares, Inc. PY 2024 · 401(k)

Royal Bank Employee Stock Ownership and Retirement Savings Plan · $17M · 143 · 67th

  • VS-ST $17M
  • BOY 143
  • SCH 67th
  • EBSA 401(k)
  • PART near Southeastern Pathology, PC Profit Sharing Plan
  • TYPE ind #4346

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 →

Royal Bank Employee Stock Ownership and Retirement Savings Plan in the asset neighbourhood

Royal Bank Employee Stock Ownership and Retirement Savings PlanRoyal Bank Employee Stock Ow…$17MSoutheastern Pathology, PC Profit Sharing PlanSoutheastern Pathology, PC P…$17MMyriad360, LLC 401(k) Profit Sharing PlanMyriad360, LLC 401(k) Profit…$17MLucas Tree 401(k) Plan$17MLynx Software Technologies, Inc. 401(k) Profit Sharing PlanLynx Software Technologies, …$17M
End-of-year total assets ($M) among Royal Bank Employee Stock Ownership and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN391654381
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Bancshares, Inc.)

Sponsor-wide plan assets over time

All Royal Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.11997017018513% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.9M $16.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 143 $14M
2023 1 144 $15M
2024 1 143 $17M

Nearby 401(k) Plans in Wisconsin

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

Royal Bank Employee Stock Ownership and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Royal Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($B): 0.016580261 · Participants: 143Royal Bank Employee Stock Ownership and Retirement Savings 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
Royal Bank Employee Stock Ownership and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Royal Bank Employee Stock Ownership and Retirement Savings Plan side-by-side with 3 peers →

Royal Bank Employee Stock Ownership and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Southeastern Pathology, PC Profit Sharing Plan in GA ($17M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Royal Bank Employee Stock Ownership and Retirement Savings Plan assets move in 2024? ▼
Royal Bank Employee Stock Ownership and Retirement Savings Plan grew at a solid clip - up 7.0% during 2024, from $15M to $17M. Reported net income was $1M.
How have Royal Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Bancshares, Inc.'s sponsor-wide assets grew 19.1%, from $14M to $17M.
Which 401(k) plans are similar in size to Royal Bank Employee Stock Ownership and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Pathology, PC Profit Sharing Plan in GA ($17M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Royal Bank Employee Stock Ownership and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 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 391654381.

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.