401(k) · DOL Form 5500 · 2024
Bank of Luxemburg 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $135,723
- Avg per participant Near avg balance/head
Official DOL plan name: Bank of Luxemburg Employees' Retirement Savings Plan · Sponsored by Bank of Luxemburg · Wisconsin · Finance & Insurance
$14M in assets, 104 participants
Bank of Luxemburg's Bank of Luxemburg Employees' Retirement Savings Plan reported $14M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,027 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
Bank of Luxemburg Employees' Retirement Savings Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.
- #4,027
- in Finance & Insurance (8,549 peers)
- +7.5%
- assets growth YoY
Bank of Luxemburg Employees' Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Bank of Luxemburg Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,115,193 Top 37% higher than 63% 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
Bank of Luxemburg Employees' 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. Bank of Luxemburg Employees' Retirement Savings Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bank of Luxemburg Employees' Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $989K in the plan year 2024 filing.
- Bank of Luxemburg Employees' Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Bank of Luxemburg Employees' Retirement Savings Plan reported participants rose from 100 in the plan year 2023 filing to 104 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390147840 · Bank of Luxemburg PY 2024 · 401(k)
Bank of Luxemburg Employees' Retirement Savings Plan · $14M · 104 · 63rd
- EOY $14M
- 5500 104
- ASSETS 63rd
- PCT 401(k)
- EIN near Beshenich Muir & Associates 401(k) Plan
- RANK ind #4027
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 →
Bank of Luxemburg Employees' Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $989K |
| Employer EIN | 390147840 |
| Plan Effective Date | 1954-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of Luxemburg)
Sponsor-wide plan assets over time
All Bank of Luxemburg plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 7.536339205278083% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 100 | $13M |
| 2024 | 1 | 104 | $14M |
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
Bank of Luxemburg Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Beshenich Muir & Associates 401(k) Plan in AL ($14M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Beshenich Muir & Associates 401(k) Plan (AL) $14M · 184
- Beauty by Imagination 401(k) Plan (NY) $14M · 200
- Sib 401(k) Plan (SC) $14M · 158
- Doug Ashy Building Materials, Inc. Profit Sharing 401(k) Plan (LA) $14M · 265
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
- Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
- Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
- Cfe Group 401(k) Plan (VA) 104 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.