401(k) · DOL Form 5500 · 2022
West Alabama Bank & Trust 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $61,878
- Avg per participant Low balance/head
Official DOL plan name: West Alabama Bank & Trust 401(k) Profit Sharing Plan · Sponsored by West Alabama Bank & Trust · Alabama · Finance & Insurance
$9M in assets, 140 participants
West Alabama Bank & Trust's West Alabama Bank & Trust 401(k) Profit Sharing Plan reported $9M in total assets and 140 participants in its 2022 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.
- #4,196 in Finance & Insurance (9,261 peers)
Coverage in Alabama
West Alabama Bank & Trust 401(k) Profit Sharing Plan covers 140 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $9M.
- #4,196
- in Finance & Insurance (9,261 peers)
- -19.9%
- 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.
West Alabama Bank & Trust 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
West Alabama Bank & Trust 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,662,857 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
West Alabama Bank & Trust 401(k) Profit Sharing 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. West Alabama Bank & Trust 401(k) Profit Sharing Plan sits mid-pack in the medium band (140 participants).
Form 5500 schedule snapshot
Filing strip 630237528 · West Alabama Bank & Trust PY 2022 · 401(k)
West Alabama Bank & Trust 401(k) Profit Sharing Plan · $9M · 140 · 62nd
- VS-ST $9M
- BOY 140
- SCH 62nd
- EBSA 401(k)
- PART near Hillebrand Gori USA, LLC. 401(k) Plan
- TYPE ind #4196
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 Alabama →
West Alabama Bank & Trust 401(k) Profit Sharing Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 630237528 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Alabama Bank & Trust)
Sponsor-wide plan assets over time
All West Alabama Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 24.580481935693964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $9M |
| 2023 | 1 | 142 | $10M |
| 2024 | 1 | 144 | $11M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
West Alabama Bank & Trust 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Hillebrand Gori USA, LLC. 401(k) Plan in NJ ($9M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Hillebrand Gori USA, LLC. 401(k) Plan (NJ) $9M · 233
- Handle Financial 401(k) Plan (CA) $9M · 149
- Beacon 401(k) Trust (FL) $9M · 1
- Goldberg & Osborne 401(k) Plan (AZ) $9M · 123
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 140 · 0 off
- Color, Inc. 401(k)Retirement Plan (MA) 140 · 0 off
- Tower Industries, Inc. 401(k) Profit Sharing Plan (CA) 140 · 0 off
- Aero Simulation, Inc. 401(k) Plan (FL) 140 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.