Defined Benefit (Pension) · DOL Form 5500 · 2024

Wbc Holdings, L.P. Pension Plan

Data updated 2026-08-06

$103M
Total assets
222
Participants
91st
Percentile by assets
$463,650
Avg per participant
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Official DOL plan name: Wbc Holdings, L.P. Cash Balance Retirement Plan · Sponsored by Wbc Holdings, L.P. · Illinois · Finance & Insurance

$103M in assets, 222 participants

Wbc Holdings, L.P.'s Wbc Holdings, L.P. Cash Balance Retirement Plan reported $103M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 116,472 plans)
  • #7,054 in Finance & Insurance (8,240 peers)

Coverage in Illinois

Wbc Holdings, L.P. Cash Balance Retirement Plan covers 222 participants in Illinois, about 29% of the average Illinois filer (state average ~768 per filing). Assets: $103M.

$103M
total plan assets (2024 EOY)
222
covered participants
91st
percentile by assets (of 116,472 plans)
$463,650
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wbc Holdings, L.P. Cash Balance Retirement Plan end-of-year assets rose from $80M in the plan year 2023 filing to $103M in the plan year 2024 filing.
  • Wbc Holdings, L.P. Cash Balance Retirement Plan reported participants fell from 227 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Wbc Holdings, L.P. Cash Balance Retirement Plan reported net income fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Wbc Holdings, L.P. Cash Balance Retirement Plan reports 222 participants - about 29% of that state average ($103M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$103M
Net Income$23M
Employer EIN320268461
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wbc Holdings, L.P.)

$40M$60M$80M$100M$120M 202220232024 $56.2M $103M ▲ +83.1%
Total plan assets by year, all Wbc Holdings, L.P. plans on file
Year Plans Participants Total Assets
2022 1 223 $56M
2023 1 227 $80M
2024 1 222 $103M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wbc Holdings, L.P. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Wbc Holdings, L.P. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Wbc Holdings, L.P. C…Central States, Sout…State Farm Insurance…GE Healthcare Pensio…Abbott Laboratories …Exelon Corporation R…
Wbc Holdings, L.P. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Wbc Holdings, L.P. Cash Balance Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Wbc Holdings, L.P. Cash Balance Retirement Plan assets move in 2024?
Wbc Holdings, L.P. Cash Balance Retirement Plan grew sharply - up 29.2% during 2024, from $80M to $103M. Reported net income was $23M.
How have Wbc Holdings, L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wbc Holdings, L.P.'s sponsor-wide assets grew 83.2%, from $56M to $103M.
Where does Wbc Holdings, L.P. Cash Balance Retirement Plan rank by assets among Form 5500 filers?
Wbc Holdings, L.P. Cash Balance Retirement Plan ranks in the 91st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wbc Holdings, L.P. Cash Balance Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Masters Mates & Pilots Adjustable Pension Plan in MD ($103M, 919 participants).

Next read for Wbc Holdings, L.P. Cash Balance Retireme…

Filing takeaways

Ways to act on Wbc Holdings, L.P. Cash Balance Retirement Plan's numbers.

  • By total assets, Wbc Holdings, L.P. Cash Balance Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
  • Wbc Holdings, L.P.'s sponsor-wide assets have grown 83.2% since 2022 across 3 plan years on file. More Finance & Insurance plans