401(k) · DOL Form 5500 · 2024

Lake Ridge Bank 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
379
Participants Below avg headcount
87th
Percentile by assets National rank
$174,715
Avg per participant Above avg balance/head
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Official DOL plan name: Lake Ridge Bank 401(k) Plan · Sponsored by Lake Ridge Bank · Wisconsin · Finance & Insurance

$66M in assets, 379 participants

Lake Ridge Bank's Lake Ridge Bank 401(k) Plan reported $66M in total assets and 379 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,839 in Finance & Insurance (8,549 peers)

Where Lake Ridge Bank 401(k) Plan sits by assets

Lake Ridge Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 379 participants (~$174,715/participant), up 6.9% in 2024.

#6,839
in Finance & Insurance (8,549 peers)
+6.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lake Ridge Bank 401(k) Plan's outsized position by total assets

Lake Ridge Bank 401(k) Plan vs every filed plan by assets

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

$66,216,974 Top 13% higher than 87% 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

Lake Ridge Bank 401(k) 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. Lake Ridge Bank 401(k) Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Ridge Bank 401(k) Plan reported participants rose from 236 in the plan year 2023 filing to 379 in the plan year 2024 filing.
  • Lake Ridge Bank 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lake Ridge Bank 401(k) Plan end-of-year assets rose from $62M in the plan year 2023 filing to $66M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390634040 · Lake Ridge Bank PY 2024 · 401(k)

Lake Ridge Bank 401(k) Plan · $66M · 379 · 87th

  • TYPE $66M
  • NET 379
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Anticimex, Inc. 401(k) Plan
  • SCH ind #6839

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 →

Lake Ridge Bank 401(k) Plan in the asset neighbourhood

Peninsula Hotels 401(k) Plan$66MAnticimex, Inc. 401(k) Plan$66MWright Beverage Distributing 401(k) Plan TrustWright Beverage Distributing…$66MLake Ridge Bank 401(k) Plan$66MLaborie Medical Technologies Corporation 401(k) PlanLaborie Medical Technologies…$66M
End-of-year total assets ($M) among Lake Ridge Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$66M
Net Income$4M
Employer EIN390634040
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Ridge Bank)

Sponsor-wide plan assets over time

All Lake Ridge Bank plans reported in each filing year

Latest sponsor-wide plan assets
$66M 108.44294191340728% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $31.8M $66.2M ▲ +108.4%
Year Plans Participants Total Assets
2022 1 252 $32M
2023 1 236 $62M
2024 1 379 $66M

Nearby 401(k) Plans in Wisconsin

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

Lake Ridge Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lake Ridge Bank 401(k) Plan, Total assets ($B): 0.066216974 · Participants: 379Lake Ridge Bank 401(k) 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
Lake Ridge Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Ridge Bank 401(k) Plan side-by-side with 3 peers →

Lake Ridge Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Anticimex, Inc. 401(k) Plan in NJ ($66M); by covered participants it is Delaware Elevator, Inc. Retirement Plan in MD (379 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Lake Ridge Bank 401(k) Plan assets move in 2024? ▼
Lake Ridge Bank 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $62M to $66M. Reported net income was $4M.
How have Lake Ridge Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Ridge Bank's sponsor-wide assets grew 108.4%, from $32M to $66M.
Where does Lake Ridge Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Lake Ridge Bank 401(k) Plan ranks in the 87th 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 Lake Ridge Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anticimex, Inc. 401(k) Plan in NJ ($66M, 3,687 participants).
Which 401(k) plans cover a similar participant headcount to Lake Ridge Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delaware Elevator, Inc. Retirement Plan in MD (379 participants, $20M 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 390634040.

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.