401(k) · DOL Form 5500 · 2024

Coulee Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
93
Participants Small participant base
62nd
Percentile by assets National rank
$146,069
Avg per participant Above avg balance/head
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Official DOL plan name: Coulee Bank Salary Savings Plan · Sponsored by Coulee Bank · Wisconsin · Finance & Insurance

$14M in assets, 93 participants

Coulee Bank's Coulee Bank Salary Savings Plan reported $14M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,954 in Finance & Insurance (8,549 peers)

Coulee Bank multi-year trail

Coulee Bank's plans moved -11.0% in assets from 2023 to 2024; this filing shows Coulee Bank Salary Savings Plan at $14M / 93 participants.

#3,954
in Finance & Insurance (8,549 peers)
-11.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coulee Bank Salary Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Coulee Bank Salary Savings Plan vs every filed plan by assets

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

$13,584,378 Top 38% higher than 62% 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

Coulee Bank Salary Savings 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. Coulee Bank Salary Savings Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coulee Bank Salary Savings Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Coulee Bank Salary Savings Plan reported participants rose from 37 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • Coulee Bank Salary Savings Plan end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390978524 · Coulee Bank PY 2024 · 401(k)

Coulee Bank Salary Savings Plan · $14M · 93 · 62nd

  • BOY $14M
  • BOY 93
  • BOY 62nd
  • BOY 401(k)
  • BOY near Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) Plan
  • BOY ind #3954

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 →

Coulee Bank Salary Savings Plan in the asset neighbourhood

Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) PlanMidwestern Connecticut Counc…$14MCenexel Clinical Research, Inc. 401(k) PlanCenexel Clinical Research, I…$14MCoulee Bank Salary Savings PlanCoulee Bank Salary Savings P…$14MT R Toppers, Inc. 401(k) Profit Sharing PlanT R Toppers, Inc. 401(k) Pro…$14MVentek Solutions LLC 401(k) PlanVentek Solutions LLC 401(k) …$14M
End-of-year total assets ($M) among Coulee Bank Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coulee Bank multi-year asset trail

Sponsor-wide plan assets over time

All Coulee Bank plans reported in each filing year

Latest sponsor-wide plan assets
$14M 10.983168266225265% vs 2023
2024 filing year
$13M$14M$15M$16M 20232024 $15.3M $13.6M ▼ -11.0%
Year Plans Participants Total Assets
2023 1 37 $15M
2024 1 93 $14M

Coulee Bank filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN390978524
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Coulee Bank Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Coulee Bank Salary Savings Plan, Total assets ($B): 0.013584378 · Participants: 93Coulee Bank Salary Savings 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
Coulee Bank Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Coulee Bank Salary Savings Plan side-by-side with 3 peers →

Coulee Bank Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) Plan in CT ($14M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Coulee Bank Salary Savings Plan assets move in 2024? ▼
Coulee Bank Salary Savings Plan pulled back noticeably - down 11.0% during 2024, from $15M to $14M. Reported net income was -$2M.
How have Coulee Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Coulee Bank's sponsor-wide assets declined 11.0%, from $15M to $14M.
Which 401(k) plans are similar in size to Coulee Bank Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) Plan in CT ($14M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Coulee Bank Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 390978524.

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.