401(k) · DOL Form 5500 · 2023

Washington Trust Bank 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
1,168
Participants Near avg headcount
94th
Percentile by assets National rank
$157,544
Avg per participant Above avg balance/head
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Official DOL plan name: Wtb Defined Contribution Retirement and 401(k) Plan · Sponsored by Washington Trust Bank · Washington · Finance & Insurance

$184M in assets, 1,168 participants

Washington Trust Bank's Wtb Defined Contribution Retirement and 401(k) Plan reported $184M in total assets and 1,168 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,079 in Finance & Insurance (8,869 peers)

Where Wtb Defined Contribution Retirement and 401(k) Plan sits by assets

Wtb Defined Contribution Retirement and 401(k) Plan sits in the top 10% of all filed plans by assets, $184M for 1,168 participants (~$157,544/participant), up 20.2% in 2023.

#8,079
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Wtb Defined Contribution Retirement and 401(k) Plan's outsized position by total assets

Wtb Defined Contribution Retirement and 401(k) Plan vs every filed plan by assets

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

$184,011,923 Top 6% higher than 94% 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

Wtb Defined Contribution Retirement and 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wtb Defined Contribution Retirement and 401(k) Plan lands in the large band (1,168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wtb Defined Contribution Retirement and 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Wtb Defined Contribution Retirement and 401(k) Plan end-of-year assets rose from $153M in the plan year 2022 filing to $184M in the plan year 2023 filing.
  • Wtb Defined Contribution Retirement and 401(k) Plan reported participants rose from 1,121 in the plan year 2022 filing to 1,168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910462347 · Washington Trust Bank PY 2023 · 401(k)

Wtb Defined Contribution Retirement and 401(k) Plan · $184M · 1,168 · 94th

  • ASSETS $184M
  • PCT 1,168
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Endeavor Air Savings Plan
  • IND ind #8079

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 →

Wtb Defined Contribution Retirement and 401(k) Plan in the asset neighbourhood

Intrust 401(k) Plan$184MEndeavor Air Savings Plan$184MWtb Defined Contribution Retirement and 401(k) PlanWtb Defined Contribution Ret…$184MCoolsys, Inc. 401(k) Plan$184MCahill Gordon & Reindel LLP 401(k) PlanCahill Gordon & Reindel LLP …$184M
End-of-year total assets ($M) among Wtb Defined Contribution Retirement and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$184M
Net Income$31M
Employer EIN910462347
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Washington Trust Bank)

Sponsor-wide plan assets over time

All Washington Trust Bank plans reported in each filing year

Latest sponsor-wide plan assets
$209M 36.38087913658833% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $153M $209M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,121 $153M
2023 1 1,168 $184M
2024 1 1,203 $209M

Nearby 401(k) Plans in Washington

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

Wtb Defined Contribution Retirement and 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Wtb Defined Contribution Retirement and 401(k) Plan, Total assets ($B): 0.184011923 · Participants: 1168Wtb Defined Contribution Retirement and 401(k) PlanThe 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
Wtb Defined Contribution Retirement and 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Wtb Defined Contribution Retirement and 401(k) Plan side-by-side with 3 peers →

Wtb Defined Contribution Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Endeavor Air Savings Plan in GA ($184M); by covered participants it is Harbor Group Inc. 401(k) Plan in IA (1,168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,168 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 Wtb Defined Contribution Retirement and 401(k) Plan assets move in 2023? ▼
Wtb Defined Contribution Retirement and 401(k) Plan grew sharply - up 20.2% during 2023, from $153M to $184M. Reported net income was $31M.
How have Washington Trust Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Washington Trust Bank's sponsor-wide assets grew 36.4%, from $153M to $209M.
Where does Wtb Defined Contribution Retirement and 401(k) Plan rank by assets among Form 5500 filers? ▼
Wtb Defined Contribution Retirement and 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wtb Defined Contribution Retirement and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endeavor Air Savings Plan in GA ($184M, 3,431 participants).
Which 401(k) plans cover a similar participant headcount to Wtb Defined Contribution Retirement and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbor Group Inc. 401(k) Plan in IA (1,168 participants, $113M 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 910462347.

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.