401(k) · DOL Form 5500 · 2023
The New Washington State Bank 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $206,499
- Avg per participant Above avg balance/head
Official DOL plan name: The New Washington State Bank ESOP · Sponsored by The New Washington State Bank · Indiana · Finance & Insurance
$18M in assets, 88 participants
The New Washington State Bank's The New Washington State Bank ESOP reported $18M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #5,051 in Finance & Insurance (8,869 peers)
2023 asset change
The New Washington State Bank ESOP grew at a solid clip 10.4% in 2023 ($16M → $18M) for 88 participants.
- #5,051
- in Finance & Insurance (8,869 peers)
- +10.4%
- assets growth YoY
The New Washington State Bank ESOP's outsized position by total assets
The New Washington State Bank ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,171,873 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The New Washington State Bank ESOP among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New Washington State Bank ESOP is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The New Washington State Bank ESOP reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The New Washington State Bank ESOP end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The New Washington State Bank ESOP reported participants fell from 95 in the plan year 2022 filing to 88 in the plan year 2023 filing.
DOL schedule card
Filing strip 350546040 · The New Washington State Bank PY 2023 · 401(k)
The New Washington State Bank ESOP · $18M · 88 · 71st
- PART $18M
- PART 88
- PART 71st
- PART 401(k)
- PART near Ac Pro 401(k) Retirement Plan
- PART ind #5051
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 Indiana →
The New Washington State Bank ESOP in the asset neighbourhood
The New Washington State Bank years around the 2023 move
Sponsor-wide plan assets over time
All The New Washington State Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 6.762487189670859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $16M |
| 2023 | 1 | 88 | $18M |
| 2024 | 1 | 101 | $18M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 350546040 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
The New Washington State Bank ESOP's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Ac Pro 401(k) Retirement Plan in CA ($18M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Ac Pro 401(k) Retirement Plan (CA) $18M · 405
- Medable 401(k) Plan (CA) $18M · 345
- Hoist & Crane Service Group, Inc. 401(k) Retirement Savings Plan (LA) $18M · 466
- Concrete General, Inc. 401(k) Profit Sharing Plan (MD) $18M · 190
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Martines Palmeiro Construction 401(k) Plan (CO) 88 · 0 off
- Unifocus, LP Retirement Savings Plan (TX) 88 · 0 off
- Eveden, Inc. Employee Retirement Plan (MA) 88 · 0 off
- Frank C. Videon, Inc. Employee Benefit Plan (PA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.