401(k) · DOL Form 5500 · 2023

Wilson Bank & Trust Company 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
589
Participants Below avg headcount
89th
Percentile by assets National rank
$129,354
Avg per participant Near avg balance/head
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Official DOL plan name: Wilson Bank and Trust Company 401(k) Plan · Sponsored by Wilson Bank & Trust Company · Tennessee · Finance & Insurance

$76M in assets, 589 participants

Wilson Bank & Trust Company's Wilson Bank and Trust Company 401(k) Plan reported $76M in total assets and 589 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,405 in Finance & Insurance (8,869 peers)

Where Wilson Bank and Trust Company 401(k) Plan sits by assets

Wilson Bank and Trust Company 401(k) Plan sits in the top quartile of all filed plans by assets, $76M for 589 participants (~$129,354/participant), up 21.2% in 2023.

#7,405
in Finance & Insurance (8,869 peers)
+21.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Wilson Bank and Trust Company 401(k) Plan's outsized position by total assets

Wilson Bank and Trust Company 401(k) Plan vs every filed plan by assets

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

$76,189,740 Top 11% higher than 89% 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 Bank and Trust Company 401(k) 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 Bank and Trust Company 401(k) Plan sits mid-pack in the medium band (589 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson Bank and Trust Company 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Wilson Bank and Trust Company 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Wilson Bank and Trust Company 401(k) Plan reported participants rose from 563 in the plan year 2022 filing to 589 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621310217 · Wilson Bank & Trust Company PY 2023 · 401(k)

Wilson Bank and Trust Company 401(k) Plan · $76M · 589 · 89th

  • BOY $76M
  • SCH 589
  • EBSA 89th
  • PART 401(k)
  • TYPE near Citadel Retirement Plan
  • NET ind #7405

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 Tennessee →

Wilson Bank and Trust Company 401(k) Plan in the asset neighbourhood

The Knot Worldwide 401(k) PlanThe Knot Worldwide 401(k) Pl…$76MLinklaters LLP 401(k) Profit Sharing PlanLinklaters LLP 401(k) Profit…$76MPopulous 401(k) Retirement Savings PlanPopulous 401(k) Retirement S…$76MWilson Bank and Trust Company 401(k) PlanWilson Bank and Trust Compan…$76MCitadel Retirement Plan$76M
End-of-year total assets ($M) among Wilson Bank and Trust Company 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)$63M
Net Assets (End of Year)$76M
Net Income$13M
Employer EIN621310217
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilson Bank & Trust Company)

Sponsor-wide plan assets over time

All Wilson Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$91M 44.93853978085045% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $62.9M $91.1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 563 $63M
2023 1 589 $76M
2024 1 607 $91M

Nearby 401(k) Plans in Tennessee

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

Wilson Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Wilson Bank and Trust Company 401(k) Plan, Total assets ($B): 0.07618974 · Participants: 589Wilson Bank and Trust Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Wilson Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Wilson Bank and Trust Company 401(k) Plan side-by-side with 3 peers →

Wilson Bank and Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Citadel Retirement Plan in PA ($76M); by covered participants it is The Smead Manufacturing Company Employees' Investment Plan and Trust in MN (589 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (589 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 Bank and Trust Company 401(k) Plan assets move in 2023? ▼
Wilson Bank and Trust Company 401(k) Plan grew sharply - up 21.2% during 2023, from $63M to $76M. Reported net income was $13M.
How have Wilson Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson Bank & Trust Company's sponsor-wide assets grew 44.9%, from $63M to $91M.
Where does Wilson Bank and Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilson Bank and Trust Company 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wilson Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citadel Retirement Plan in PA ($76M, 528 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Smead Manufacturing Company Employees' Investment Plan and Trust in MN (589 participants, $118M 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 621310217.

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.