401(k) · DOL Form 5500 · 2024

Tri City Bankshares Corporation 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
359
Participants Below avg headcount
80th
Percentile by assets National rank
$98,730
Avg per participant Below avg balance/head
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Official DOL plan name: Tri City National Bank 401(k) Retirement Saving Plan · Sponsored by Tri City Bankshares Corporation · Wisconsin · Finance & Insurance

$35M in assets, 359 participants

Tri City Bankshares Corporation's Tri City National Bank 401(k) Retirement Saving Plan reported $35M in total assets and 359 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.

  • #5,854 in Finance & Insurance (8,549 peers)

Where Tri City National Bank 401(k) Retirement Saving Plan sits by assets

Tri City National Bank 401(k) Retirement Saving Plan sits in the top quartile of all filed plans by assets, $35M for 359 participants (~$98,730/participant), up 7.9% in 2024.

#5,854
in Finance & Insurance (8,549 peers)
+7.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tri City National Bank 401(k) Retirement Saving Plan's outsized position by total assets

Tri City National Bank 401(k) Retirement Saving Plan vs every filed plan by assets

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

$35,444,201 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

Tri City National Bank 401(k) Retirement Saving 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. Tri City National Bank 401(k) Retirement Saving Plan sits mid-pack in the medium band (359 participants).

EBSA filing schedule strip

Filing strip 391158740 · Tri City Bankshares Corporation PY 2024 · 401(k)

Tri City National Bank 401(k) Retirement Saving Plan · $35M · 359 · 80th

  • TYPE $35M
  • TYPE 359
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Lpx, Inc. & Subsidiaries 401(k) Retirement Savings Plan
  • TYPE ind #5854

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 →

Tri City National Bank 401(k) Retirement Saving Plan in the asset neighbourhood

Duraserv Corp Retirement Savings PlanDuraserv Corp Retirement Sav…$35MVisionary Integration Professionals, LLC 401(k) Profit Sharing PlanVisionary Integration Profes…$35MTri City National Bank 401(k) Retirement Saving PlanTri City National Bank 401(k…$35MLpx, Inc. & Subsidiaries 401(k) Retirement Savings PlanLpx, Inc. & Subsidiaries 401…$35MBay Ship & Yacht Company 401(k) Profit Sharing PlanBay Ship & Yacht Company 401…$35M
End-of-year total assets ($M) among Tri City National Bank 401(k) Retirement Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN391158740
Plan Effective Date1994-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri City Bankshares Corporation)

Sponsor-wide plan assets over time

All Tri City Bankshares Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 131.4075842746237% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $30.6M $70.9M ▲ +131.4%
Year Plans Participants Total Assets
2022 1 380 $31M
2023 1 368 $33M
2024 2 718 $71M

Nearby 401(k) Plans in Wisconsin

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

Tri City National Bank 401(k) Retirement Saving Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Tri City National Bank 401(k) Retirement Saving Plan, Total assets ($B): 0.035444201 · Participants: 359Tri City National Bank 401(k) Retirement Saving 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
Tri City National Bank 401(k) Retirement Saving Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Tri City National Bank 401(k) Retirement Saving Plan side-by-side with 3 peers →

Tri City National Bank 401(k) Retirement Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lpx, Inc. & Subsidiaries 401(k) Retirement Savings Plan in KY ($35M); by covered participants it is Intermountain Food Stores, Inc. 401(k) P/S Plan in ID (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Tri City National Bank 401(k) Retirement Saving Plan assets move in 2024? ▼
Tri City National Bank 401(k) Retirement Saving Plan grew at a solid clip - up 7.9% during 2024, from $33M to $35M. Reported net income was $3M.
How have Tri City Bankshares Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri City Bankshares Corporation's sponsor-wide assets grew 131.4%, from $31M to $71M.
Where does Tri City National Bank 401(k) Retirement Saving Plan rank by assets among Form 5500 filers? ▼
Tri City National Bank 401(k) Retirement Saving 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 Tri City National Bank 401(k) Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lpx, Inc. & Subsidiaries 401(k) Retirement Savings Plan in KY ($35M, 494 participants).
Which 401(k) plans cover a similar participant headcount to Tri City National Bank 401(k) Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Food Stores, Inc. 401(k) P/S Plan in ID (359 participants, $3M 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 391158740.

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.