401(k) · DOL Form 5500 · 2024

Wheatland Bank 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
145
Participants Small participant base
66th
Percentile by assets National rank
$111,699
Avg per participant Below avg balance/head
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Official DOL plan name: Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Wheatland Bank · Washington · Finance & Insurance

$16M in assets, 145 participants

Wheatland Bank's Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions reported $16M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,298 in Finance & Insurance (8,549 peers)

Coverage in Washington

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions covers 145 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $16M.

#4,298
in Finance & Insurance (8,549 peers)
-9.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions's mid-pack asset rank among Finance & Insurance and all filers

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,196,329 Top 34% higher than 66% 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

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions 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. Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions reported net income fell from $4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions reported participants fell from 153 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911055499 · Wheatland Bank PY 2024 · 401(k)

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions · $16M · 145 · 66th

  • EBSA $16M
  • PART 145
  • TYPE 66th
  • NET 401(k)
  • BOOK near Smi 401(k) Plan
  • VS-ST ind #4298

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 Washington →

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Wheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsWheatland Bank Employee Stoc…$16MSmi 401(k) Plan$16MCfsc Shared Services, LLC 401(k) PlanCfsc Shared Services, LLC 40…$16MBalboa Travel, Inc. Profit Sharing and 401(k) PlanBalboa Travel, Inc. Profit S…$16MBoston Interiors Home Furnishings 401(k) PlanBoston Interiors Home Furnis…$16M
End-of-year total assets ($M) among Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN911055499
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheatland Bank)

Sponsor-wide plan assets over time

All Wheatland Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 13.364869909174857% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $16.2M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 144 $14M
2023 1 153 $18M
2024 1 145 $16M

Nearby 401(k) Plans in Washington

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

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.016196329 · Participants: 145Wheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Smi 401(k) Plan in TX ($16M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

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 Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions assets move in 2024? ▼
Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions pulled back noticeably - down 9.4% during 2024, from $18M to $16M. Reported net income was -$2M.
How have Wheatland Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheatland Bank's sponsor-wide assets grew 13.4%, from $14M to $16M.
Which 401(k) plans are similar in size to Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Smi 401(k) Plan in TX ($16M, 1,156 participants).
Which 401(k) plans cover a similar participant headcount to Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions? ▼
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 911055499.

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.