401(k) · DOL Form 5500 · 2022

Wilson Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
563
Participants Below avg headcount
90th
Percentile by assets National rank
$111,675
Avg per participant Below avg balance/head
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Official DOL plan name: Wilson Bank and Trust Company 401(k) Plan · Sponsored by Wilson Bank and Trust Company · Tennessee · Finance & Insurance

$63M in assets, 563 participants

Wilson Bank and Trust Company's Wilson Bank and Trust Company 401(k) Plan reported $63M in total assets and 563 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,737 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Wilson Bank and Trust Company 401(k) Plan covers 563 participants in Tennessee, about 50% of the average Tennessee filer (state average ~1,126 per filing). Assets: $63M.

#7,737
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilson Bank and Trust Company 401(k) Plan's outsized position by total assets

Wilson Bank and Trust Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$62,872,864 Top 10% higher than 90% of 139,123 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 2022

Wilson Bank and Trust Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Bank and Trust Company 401(k) Plan sits mid-pack in the medium band (563 participants).

DOL schedule card

Filing strip 621310217 · Wilson Bank and Trust Company PY 2022 · 401(k)

Wilson Bank and Trust Company 401(k) Plan · $63M · 563 · 90th

  • VS-ST $63M
  • VS-ST 563
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Iherb Profit Sharing Plan & Trust
  • VS-ST ind #7737

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 Tennessee →

Wilson Bank and Trust Company 401(k) Plan in the asset neighbourhood

The Cato Corporation 401(k)/Profit Sharing PlanThe Cato Corporation 401(k)/…$63MThe Mortgage Bankers Association 401(k) Savings PlanThe Mortgage Bankers Associa…$63MWilson Bank and Trust Company 401(k) PlanWilson Bank and Trust Compan…$63MIherb Profit Sharing Plan & TrustIherb Profit Sharing Plan & …$63MAtn International 401(k) Plan$63M
End-of-year total assets ($M) among Wilson Bank and Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$63M
Net Income-$11M
Employer EIN621310217
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilson Bank and Trust Company)

Sponsor-wide plan assets over time

All Wilson Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$91M 44.93853978085045% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $62.9M $91.1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 563 $63M
2023 1 589 $76M
2024 1 607 $91M

Nearby 401(k) Plans in Tennessee

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

Wilson Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Wilson Bank and Trust Company 401(k) Plan, Total assets ($B): 0.062872864 · Participants: 563Wilson Bank and Trust Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Wilson Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Wilson Bank and Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Iherb Profit Sharing Plan & Trust in CA ($63M); by covered participants it is Iti 401(k) Plan in FL (563 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (563 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilson Bank and Trust Company 401(k) Plan assets move in 2022?
Wilson Bank and Trust Company 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $74M to $63M. Reported net income was -$11M.
How have Wilson Bank and Trust Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Wilson Bank and Trust Company's sponsor-wide assets grew 44.9%, from $63M to $91M.
Where does Wilson Bank and Trust Company 401(k) Plan rank by assets among Form 5500 filers?
Wilson Bank and Trust Company 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilson Bank and Trust Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Iherb Profit Sharing Plan & Trust in CA ($63M, 2,251 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Bank and Trust Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Iti 401(k) Plan in FL (563 participants, $21M in assets).