401(k) · DOL Form 5500 · 2023

Westbury Bank 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
105
Participants Small participant base
64th
Percentile by assets National rank
$122,860
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westbury Bank 401(k) Profit Sharing Plan · Sponsored by Westbury Bank · Wisconsin · Finance & Insurance

$13M in assets, 105 participants

Westbury Bank's Westbury Bank 401(k) Profit Sharing Plan reported $13M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,353 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Westbury Bank 401(k) Profit Sharing Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#4,353
in Finance & Insurance (8,869 peers)
+4.7%
assets growth YoY

Westbury Bank 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Westbury Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,900,255 Top 36% higher than 64% 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

Westbury Bank 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. Westbury Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westbury Bank 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Westbury Bank 401(k) Profit Sharing Plan reported participants fell from 115 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Westbury Bank 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390698030 · Westbury Bank PY 2023 · 401(k)

Westbury Bank 401(k) Profit Sharing Plan · $13M · 105 · 64th

  • VS-ST $13M
  • BOY 105
  • SCH 64th
  • EBSA 401(k)
  • PART near Washington Fruit Retirement Savings Plan
  • TYPE ind #4353

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 Wisconsin →

Westbury Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Westbury Bank 401(k) Profit Sharing PlanWestbury Bank 401(k) Profit …$13MWashington Fruit Retirement Savings PlanWashington Fruit Retirement …$13MAutomated Building Systems, Inc. 401(k) Profit Sharing PlanAutomated Building Systems, …$13MCase Consulting LLC 401(k) P/S PlanCase Consulting LLC 401(k) P…$13MThrive Skilled Pediatric Care Retirement PlanThrive Skilled Pediatric Car…$13M
End-of-year total assets ($M) among Westbury Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN390698030
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westbury Bank)

Sponsor-wide plan assets over time

All Westbury Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 25.891388361576322% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.5M $15.9M ▼ -25.9%
Year Plans Participants Total Assets
2022 2 258 $21M
2023 2 231 $13M
2024 1 107 $16M

Nearby 401(k) Plans in Wisconsin

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

Westbury Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Westbury Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.012900255 · Participants: 105Westbury Bank 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Westbury Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Westbury Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Washington Fruit Retirement Savings Plan in WA ($13M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Westbury Bank 401(k) Profit Sharing Plan assets move in 2023? ▼
Westbury Bank 401(k) Profit Sharing Plan edged up modestly - up 4.7% during 2023, from $12M to $13M. Reported net income was $1M.
How have Westbury Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westbury Bank's sponsor-wide assets declined 25.9%, from $21M to $16M.
Which 401(k) plans are similar in size to Westbury Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Fruit Retirement Savings Plan in WA ($13M, 1,457 participants).
Which 401(k) plans cover a similar participant headcount to Westbury Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 390698030.

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.