Associated Banc-Corp 401(k) match, vesting and fees
What Associated Banc-Corp's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 35 defined-contribution plans in management of companies and enterprises with 5,000 to 9,999 participants.
| Associated Banc-Corp: employer contribution per participant | $2,665 | |
| Peer median | $2,915 |
| Associated Banc-Corp: average balance | $142,549 | |
| Peer median | $131,844 |
| Associated Banc-Corp: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $791M at the end of plan year 2023 to $865M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,151 | $865M | $16.2M | $2,665 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 6,345 | $791M | $16.3M | $2,601 | 0.03% | Not published | Form 5500 ↗ |
Other Associated Banc-Corp plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Associated Banc-Corp Retirement Account Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Associated Banc-Corp match 401(k) contributions?
The match terms for the Associated Banc-Corp 401(k) and Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $16.2M in employer contributions, about $2,665 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Associated Banc-Corp 401(k) match vested?
The vesting schedule for the Associated Banc-Corp 401(k) and Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Associated Banc-Corp 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Associated Trust Company, N.A.. The plan administrator is Associated Banc-Corp.
I left Associated Banc-Corp. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Associated Banc-Corp, (920) 405-2882) or the recordkeeper, Associated Trust Company, N.A.. The Associated Banc-Corp old 401(k) page lists the contacts from every plan filing. Find an old Associated Banc-Corp 401(k)
Data from the public Form 5500 annual reports Associated Banc-Corp filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Associated Banc-Corp. Not financial advice. Report a correction · Methodology