401(k) · DOL Form 5500 · 2024

East Wisconsin Savings Bank 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 41
Participants Small participant base: 54th
Percentile by assets National rank: $228,885
Avg per participant Above avg balance/head

Official DOL plan name: East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan · Sponsored by East Wisconsin Savings Bank · Wisconsin · Finance & Insurance

$9M in assets, 41 participants

East Wisconsin Savings Bank's East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan reported $9M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

#3,277 in Finance & Insurance (8,549 peers)

2024 asset change

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan pulled back noticeably 11.6% in 2024 ($11M → $9M) for 41 participants.

#3,277
in Finance & Insurance (8,549 peers): -11.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan vs every filed plan by assets

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

$9,384,284 Top 46% higher than 54% 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

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan is a small filing (41 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 390387690 · East Wisconsin Savings Bank PY 2024 · 401(k)

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan · $9M · 41 · 54th

5500 $9M
ASSETS 41
PCT 54th
EIN 401(k)
RANK near Independent Financial Group, LLC 401(k) Plan
PHOTO ind #3277

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 →

End-of-year total assets ($M) among East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$9M
Net Income	-$1M
Employer EIN	390387690
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan side-by-side with 3 peers →

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Independent Financial Group, LLC 401(k) Plan in CA ($9M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Independent Financial Group, LLC 401(k) Plan (CA) $9M · 96
Ocean Communications 401(k) Retirement Plan (FL) $9M · 94
Eastern Computer Exchange, Inc. 401(k) Plan (CT) $9M · 32
Western Capital Corporation 401(k) Profit Sharing Plan (OR) $9M · 124

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) 41 · 0 off
National Blasting & Coating 401(k) Profit Sharing Plan & Trust (LA) 41 · 0 off
Efs Advisors 401(k) Plan (MN) 41 · 0 off
Hc of Virginia 401(k) Plan (VA) 41 · 0 off

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 East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan assets move in 2024? ▼

East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan pulled back noticeably - down 11.6% during 2024, from $11M to $9M. Reported net income was -$1M.

Which 401(k) plans are similar in size to East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Independent Financial Group, LLC 401(k) Plan in CA ($9M, 96 participants).

Which 401(k) plans cover a similar participant headcount to East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K 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 390387690.