401(k) · DOL Form 5500 · 2023

Wolcott Bancorp 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
24
Participants Small participant base
45th
Percentile by assets National rank
$211,275
Avg per participant Above avg balance/head
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Official DOL plan name: Wolcott Bancorp 401(k) Profit Sharing Plan · Sponsored by Wolcott Bancorp · Indiana · Management of Enterprises

$5M in assets, 24 participants

Wolcott Bancorp's Wolcott Bancorp 401(k) Profit Sharing Plan reported $5M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #306 in Management of Enterprises (1,137 peers)

2023 asset change

Wolcott Bancorp 401(k) Profit Sharing Plan declined sharply 15.1% in 2023 ($6M → $5M) for 24 participants.

#306
in Management of Enterprises (1,137 peers)
-15.1%
assets change YoY

The plan reported a net loss of $904K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wolcott Bancorp 401(k) Profit Sharing Plan's mid-pack asset rank among Management of Enterprises and all filers

Wolcott Bancorp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,070,591 45th percentile higher than 45% 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

Wolcott Bancorp 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolcott Bancorp 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolcott Bancorp 401(k) Profit Sharing Plan reported net income fell from -$621K in the plan year 2022 filing to -$904K in the plan year 2023 filing.
  • Wolcott Bancorp 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Wolcott Bancorp 401(k) Profit Sharing Plan reported participants fell from 27 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350786722 · Wolcott Bancorp PY 2023 · 401(k)

Wolcott Bancorp 401(k) Profit Sharing Plan · $5M · 24 · 45th

  • BOOK $5M
  • VS-ST 24
  • BOY 45th
  • SCH 401(k)
  • EBSA near Heritage Building Group, Inc. 401(k) Plan
  • PART ind #306

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 Management of Enterprises retirement plans → · Plans in Indiana →

Wolcott Bancorp 401(k) Profit Sharing Plan in the asset neighbourhood

Wolcott Bancorp 401(k) Profit Sharing PlanWolcott Bancorp 401(k) Profi…$5MHeritage Building Group, Inc. 401(k) PlanHeritage Building Group, Inc…$5MMyco Industries Retirement PlanMyco Industries Retirement P…$5MRussell Regional Hospital 401(k) PlanRussell Regional Hospital 40…$5MHarris Kocher Engineering Group, Inc. 401(k)Harris Kocher Engineering Gr…$5M
End-of-year total assets ($M) among Wolcott Bancorp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wolcott Bancorp years around the 2023 move

Sponsor-wide plan assets over time

All Wolcott Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.353262121309508% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.97M $5.77M ▼ -3.4%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 24 $5M
2024 1 25 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$904K
Employer EIN350786722
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Wolcott Bancorp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wolcott Bancorp 401(k) Profit Sharing Plan, Total assets ($B): 0.005070591 · Participants: 24Wolcott Bancorp 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Wolcott Bancorp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Wolcott Bancorp 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wolcott Bancorp 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Heritage Building Group, Inc. 401(k) Plan in PA ($5M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Wolcott Bancorp 401(k) Profit Sharing Plan assets move in 2023? ▼
Wolcott Bancorp 401(k) Profit Sharing Plan declined sharply - down 15.1% during 2023, from $6M to $5M. Reported net income was -$904K.
How have Wolcott Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolcott Bancorp's sponsor-wide assets declined 3.4%, from $6M to $6M.
Which 401(k) plans are similar in size to Wolcott Bancorp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Building Group, Inc. 401(k) Plan in PA ($5M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Wolcott Bancorp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 350786722.

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.