401(k) · DOL Form 5500 · 2024
Wilson Bank & Trust Company 401(k) Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 607
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $150,127
- Avg per participant Above avg balance/head
Official DOL plan name: Wilson Bank and Trust Company 401(k) Plan · Sponsored by Wilson Bank & Trust Company · Tennessee · Finance & Insurance
$91M in assets, 607 participants
Wilson Bank & Trust Company's Wilson Bank and Trust Company 401(k) Plan reported $91M in total assets and 607 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,188 in Finance & Insurance (8,549 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 10% of all filed plans by assets, $91M for 607 participants (~$150,127/participant), up 19.6% in 2024.
- #7,188
- in Finance & Insurance (8,549 peers)
- +19.6%
- assets growth YoY
- 0.9×
- 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 2024 · DOL Form 5500
$91,127,011 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wilson Bank and Trust Company 401(k) 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 Bank and Trust Company 401(k) Plan sits mid-pack in the medium band (607 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wilson Bank and Trust Company 401(k) Plan end-of-year assets rose from $76M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- Wilson Bank and Trust Company 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Wilson Bank and Trust Company 401(k) Plan reported participants rose from 589 in the plan year 2023 filing to 607 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621310217 · Wilson Bank & Trust Company PY 2024 · 401(k)
Wilson Bank and Trust Company 401(k) Plan · $91M · 607 · 90th
- TYPE $91M
- TYPE 607
- TYPE 90th
- TYPE 401(k)
- TYPE near Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust
- TYPE ind #7188
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $15M |
| Employer EIN | 621310217 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING 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
| 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.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
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 Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust in IL ($91M); by covered participants it is Hatco Corporation 401(k) Trust in WI (607 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust (IL) $91M · 93
- Mustang Employees' 401(k) Plan (TX) $91M · 1,345
- Marex 401(k) Plan (NY) $91M · 653
- The National Football League Capital Accumulation Plan (NY) $91M · 276
Similar participant headcount
Nearest other-state filings by covered participants (607 participants); asset peers above are excluded.
- Hatco Corporation 401(k) Trust (WI) 607 · 0 off
- International Services, Inc. 401(k) Plan (IL) 607 · 0 off
- U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees (UT) 607 · 0 off
- Collibra 401(k) Plan (NY) 607 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.