401(k) · DOL Form 5500 · 2022

Wauchula State Bank 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
352
Participants Below avg headcount
83rd
Percentile by assets National rank
$88,863
Avg per participant Below avg balance/head
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Official DOL plan name: Crews Banking Retirement Plan · Sponsored by Wauchula State Bank · Florida · Finance & Insurance

$31M in assets, 352 participants

Wauchula State Bank's Crews Banking Retirement Plan reported $31M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,768 in Finance & Insurance (9,261 peers)

Where Crews Banking Retirement Plan sits by assets

Crews Banking Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 352 participants (~$88,863/participant), down 18.8% in 2022.

#6,768
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Crews Banking Retirement Plan's outsized position by total assets

Crews Banking Retirement Plan vs every filed plan by assets

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

$31,279,843 Top 17% higher than 83% 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

Crews Banking Retirement 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. Crews Banking Retirement Plan sits mid-pack in the medium band (352 participants).

EBSA filing schedule strip

Filing strip 590500870 · Wauchula State Bank PY 2022 · 401(k)

Crews Banking Retirement Plan · $31M · 352 · 83rd

  • BOY $31M
  • SCH 352
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Imperial Health 401(k) Profit Sharing Plan & Trust
  • NET ind #6768

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 Florida →

Crews Banking Retirement Plan in the asset neighbourhood

Crews Banking Retirement Plan$31MImperial Health 401(k) Profit Sharing Plan & TrustImperial Health 401(k) Profi…$31MWarehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings PlanWarehouse Home Furnishings D…$31MRhone Group Retirement Trust$31MAmpac Fine Chemicals LLC Bargaining Unit 401(k) PlanAmpac Fine Chemicals LLC Bar…$31M
End-of-year total assets ($M) among Crews Banking Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$31M
Net Income-$7M
Employer EIN590500870
Plan Effective Date1965-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Wauchula State Bank)

Sponsor-wide plan assets over time

All Wauchula State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$42M 33.95356236282899% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $41.9M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 352 $31M
2023 1 373 $37M
2024 1 375 $42M

Nearby 401(k) Plans in Florida

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

Crews Banking Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Crews Banking Retirement Plan, Total assets ($B): 0.031279843 · Participants: 352Crews Banking Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Crews Banking Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Crews Banking Retirement Plan side-by-side with 3 peers →

Crews Banking Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Imperial Health 401(k) Profit Sharing Plan & Trust in LA ($31M); by covered participants it is Stonepoint Materials, LLC 401(k) Plan in TX (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Crews Banking Retirement Plan assets move in 2022? ▼
Crews Banking Retirement Plan declined sharply - down 18.8% during 2022, from $39M to $31M. Reported net income was -$7M.
How have Wauchula State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wauchula State Bank's sponsor-wide assets grew 34.0%, from $31M to $42M.
Where does Crews Banking Retirement Plan rank by assets among Form 5500 filers? ▼
Crews Banking Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Crews Banking Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imperial Health 401(k) Profit Sharing Plan & Trust in LA ($31M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Crews Banking Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stonepoint Materials, LLC 401(k) Plan in TX (352 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590500870.

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.