401(k) · DOL Form 5500 · 2023

Wheatland Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
153
Participants Small participant base
71st
Percentile by assets National rank
$116,865
Avg per participant Below avg balance/head
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Official DOL plan name: Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Wheatland Bank · Washington · Finance & Insurance

$18M in assets, 153 participants

Wheatland Bank's Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions reported $18M in total assets and 153 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.

  • #5,019 in Finance & Insurance (8,869 peers)

Coverage in Washington

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions covers 153 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $18M.

#5,019
in Finance & Insurance (8,869 peers)
+25.2%
assets growth YoY

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,880,317 Top 29% higher than 71% of 127,068 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 2023

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions reported participants rose from 144 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911055499 · Wheatland Bank PY 2023 · 401(k)

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions · $18M · 153 · 71st

  • SCH $18M
  • EBSA 153
  • PART 71st
  • TYPE 401(k)
  • NET near Tasus Corporation 401(k) Plan
  • BOOK ind #5019

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 Washington →

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Wheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsWheatland Bank Employee Stoc…$18MTasus Corporation 401(k) Plan$18MClubessential Holdings, LLC 401(k) PlanClubessential Holdings, LLC …$18MMorris P. Hebert, Inc. 401(k) Retirement PlanMorris P. Hebert, Inc. 401(k…$18MSeemann Composites, LLC 401(k) PlanSeemann Composites, LLC 401(…$18M
End-of-year total assets ($M) among Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN911055499
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheatland Bank)

Sponsor-wide plan assets over time

All Wheatland Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 13.364869909174857% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $16.2M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 144 $14M
2023 1 153 $18M
2024 1 145 $16M

Nearby 401(k) Plans in Washington

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

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.017880317 · Participants: 153Wheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Tasus Corporation 401(k) Plan in IN ($18M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions assets move in 2023? ▼
Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions grew sharply - up 25.2% during 2023, from $14M to $18M. Reported net income was $4M.
How have Wheatland Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheatland Bank's sponsor-wide assets grew 13.4%, from $14M to $16M.
Which 401(k) plans are similar in size to Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Tasus Corporation 401(k) Plan in IN ($18M, 471 participants).
Which 401(k) plans cover a similar participant headcount to Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911055499.

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.