401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$23M
Total assets Small plan by assets
145
Participants Small participant base
73rd
Percentile by assets National rank
$159,620
Avg per participant Above 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

$23M in assets, 145 participants

Wilson & Muir Bancorp, Inc.'s Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan reported $23M in total assets and 145 participants in its 2024 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.

  • #5,043 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan covers 145 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $23M.

#5,043
in Finance & Insurance (8,549 peers)
+10.8%
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 2024 · DOL Form 5500

$23,144,842 Top 27% higher than 73% of 123,620 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 2024

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 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 (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 611032960 · Wilson & Muir Bancorp, Inc. PY 2024 · 401(k)

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan · $23M · 145 · 73rd

  • NET $23M
  • BOOK 145
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near The Orthomerica Products, Inc. 401(k) Retirement Savings Plan
  • EBSA ind #5043

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

The Orthomerica Products, Inc. 401(k) Retirement Savings PlanThe Orthomerica Products, In…$23MCompanion Professional Services, LLC Dba Tm Floyd & Company 401(k) Retirement PlanCompanion Professional Servi…$23MWilson & Muir Bancorp, Inc. 401(k) & Profit Sharing PlanWilson & Muir Bancorp, Inc. …$23MMww Group 401(k) Plan$23MBrookfield Academy Retirement PlanBrookfield Academy Retiremen…$23M
End-of-year total assets ($M) among Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
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): 0.023144842 · Participants: 145Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark 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 The Orthomerica Products, Inc. 401(k) Retirement Savings Plan in FL ($23M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan grew at a solid clip - up 10.8% during 2024, from $21M to $23M. Reported net income was $2M.
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 The Orthomerica Products, Inc. 401(k) Retirement Savings Plan in FL ($23M, 233 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 Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.