401(k) · DOL Form 5500 · 2024
The Stephenson National Bank & Trust 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 111
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $231,755
- Avg per participant Above avg balance/head
Official DOL plan name: The Stephenson National Bank & Trust Employee's Retirement Savings Plan · Sponsored by The Stephenson National Bank & Trust · Wisconsin · Finance & Insurance
$26M in assets, 111 participants
The Stephenson National Bank & Trust's The Stephenson National Bank & Trust Employee's Retirement Savings Plan reported $26M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,243 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
The Stephenson National Bank & Trust Employee's Retirement Savings Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.
- #5,243
- in Finance & Insurance (8,549 peers)
- +4.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Stephenson National Bank & Trust Employee's Retirement Savings Plan's outsized position by total assets
The Stephenson National Bank & Trust Employee's Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,724,821 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Stephenson National Bank & Trust Employee's 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. The Stephenson National Bank & Trust Employee's Retirement Savings Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Stephenson National Bank & Trust Employee's Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Stephenson National Bank & Trust Employee's Retirement Savings Plan reported participants fell from 117 in the plan year 2023 filing to 111 in the plan year 2024 filing.
- The Stephenson National Bank & Trust Employee's Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390638020 · The Stephenson National Bank & Trust PY 2024 · 401(k)
The Stephenson National Bank & Trust Employee's Retirement Savings Plan · $26M · 111 · 75th
- 5500 $26M
- 5500 111
- 5500 75th
- 5500 401(k)
- 5500 near Trex Enterprises 401(k) Savings Plan
- 5500 ind #5243
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 →
The Stephenson National Bank & Trust Employee's Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $1M |
| Employer EIN | 390638020 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Stephenson National Bank & Trust)
Sponsor-wide plan assets over time
All The Stephenson National Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 27.35352742475633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 248 | $22M |
| 2023 | 2 | 233 | $26M |
| 2024 | 2 | 217 | $28M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
The Stephenson National Bank & Trust Employee's Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Trex Enterprises 401(k) Savings Plan in CA ($26M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Trex Enterprises 401(k) Savings Plan (CA) $26M · 18
- Vividion 401(k) Plan (CA) $26M · 223
- Rocky Mountain Hardware, Inc. 401(k) Plan (ID) $26M · 140
- Midwest Agenergy 401(k) Savings Plan (ND) $26M · 87
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.