401(k) · DOL Form 5500 · 2023

Wilson & Muir Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
146
Participants Small participant base
73rd
Percentile by assets National rank
$143,135
Avg per participant Near avg balance/head
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Official DOL plan name: Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan · Sponsored by Wilson & Muir Bancorp, Inc. · Kentucky · Finance & Insurance

$21M in assets, 146 participants

Wilson & Muir Bancorp, Inc.'s Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan reported $21M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,340 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan covers 146 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $21M.

#5,340
in Finance & Insurance (8,869 peers)
+17.9%
assets growth YoY

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan's outsized position by total assets

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$20,897,652 Top 27% higher than 73% 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

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan 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. Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan reported participants rose from 137 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611032960 · Wilson & Muir Bancorp, Inc. PY 2023 · 401(k)

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan · $21M · 146 · 73rd

  • PART $21M
  • PART 146
  • PART 73rd
  • PART 401(k)
  • PART near Wmc Physicians Practices, LLC 401(k) Plan
  • PART ind #5340

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 Kentucky →

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing PlanWilson & Muir Bancorp, Inc. …$21MWmc Physicians Practices, LLC 401(k) PlanWmc Physicians Practices, LL…$21MAfi 401(k) Savings Plan$21MS.E.I. 401(k) Plan$21MJuniper Square 401(k) Plan$21M
End-of-year total assets ($M) among Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN611032960
Plan Effective Date1974-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilson & Muir Bancorp, Inc.)

Sponsor-wide plan assets over time

All Wilson & Muir Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 30.53849513157744% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.7M $23.1M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 137 $18M
2023 1 146 $21M
2024 1 145 $23M

Nearby 401(k) Plans in Kentucky

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

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.020897652 · Participants: 146Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Wmc Physicians Practices, LLC 401(k) Plan in WV ($21M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan grew sharply - up 17.9% during 2023, from $18M to $21M. Reported net income was $3M.
How have Wilson & Muir Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson & Muir Bancorp, Inc.'s sponsor-wide assets grew 30.5%, from $18M to $23M.
Which 401(k) plans are similar in size to Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wmc Physicians Practices, LLC 401(k) Plan in WV ($21M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 611032960.

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.