401(k) · DOL Form 5500 · 2024
Port Washington State Bank 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $228,704
- Avg per participant Above avg balance/head
Official DOL plan name: Port Washington State Bank Employees' Profit Sharing Retirement Plan · Sponsored by Port Washington State Bank · Wisconsin · Finance & Insurance
$23M in assets, 100 participants
Port Washington State Bank's Port Washington State Bank Employees' Profit Sharing Retirement Plan reported $23M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,007 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
Port Washington State Bank Employees' Profit Sharing Retirement Plan covers 100 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.
- #5,007
- in Finance & Insurance (8,549 peers)
- +17.9%
- assets growth YoY
Port Washington State Bank Employees' Profit Sharing Retirement Plan's outsized position by total assets
Port Washington State Bank Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,870,389 Top 27% higher than 73% 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
Port Washington State Bank Employees' Profit Sharing Retirement 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. Port Washington State Bank Employees' Profit Sharing Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Port Washington State Bank Employees' Profit Sharing Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Port Washington State Bank Employees' Profit Sharing Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Port Washington State Bank Employees' Profit Sharing Retirement Plan reported participants rose from 99 in the plan year 2023 filing to 100 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390545620 · Port Washington State Bank PY 2024 · 401(k)
Port Washington State Bank Employees' Profit Sharing Retirement Plan · $23M · 100 · 73rd
- TYPE $23M
- NET 100
- BOOK 73rd
- VS-ST 401(k)
- BOY near Design Communications, Ltd. 401(k) Plan
- SCH ind #5007
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 →
Port Washington State Bank Employees' Profit Sharing Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 390545620 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Port Washington State Bank)
Sponsor-wide plan assets over time
All Port Washington State Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 30.837735134923616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $17M |
| 2023 | 1 | 99 | $19M |
| 2024 | 1 | 100 | $23M |
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
Port Washington State Bank Employees' Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Design Communications, Ltd. 401(k) Plan in MA ($23M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Design Communications, Ltd. 401(k) Plan (MA) $23M · 286
- Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan (IL) $23M · 224
- Shen Milsom & Wilke, LLC 401(k) Plan (NY) $23M · 144
- Acronis, Inc. 401(k) Plan (MA) $23M · 227
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Controltek 401(k) Profit Sharing Plan (WA) 100 · 0 off
- Vaughn, Silverberg and Associates Profit Sharing Plan (TX) 100 · 0 off
- Streetsquash, Inc. 401(k) Profit Sharing Plan & Trust (NY) 100 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 100 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.