401(k) · DOL Form 5500 · 2024
Wb&t Bankshares, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $91,062
- Avg per participant Below avg balance/head
Official DOL plan name: Wb&t Bankshares, Inc. 401(k) Plan · Sponsored by Wb&t Bankshares, Inc. · Georgia · Finance & Insurance
$12M in assets, 136 participants
Wb&t Bankshares, Inc.'s Wb&t Bankshares, Inc. 401(k) Plan reported $12M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,786 in Finance & Insurance (8,549 peers)
Coverage in Georgia
Wb&t Bankshares, Inc. 401(k) Plan covers 136 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.
- #3,786
- in Finance & Insurance (8,549 peers)
- +6.1%
- assets growth YoY
Wb&t Bankshares, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Wb&t Bankshares, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,384,369 Top 40% higher than 60% 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
Wb&t Bankshares, Inc. 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. Wb&t Bankshares, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wb&t Bankshares, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $709K in the plan year 2024 filing.
- Wb&t Bankshares, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 581853934 · Wb&t Bankshares, Inc. PY 2024 · 401(k)
Wb&t Bankshares, Inc. 401(k) Plan · $12M · 136 · 60th
- PHOTO $12M
- IND 136
- EOY 60th
- 5500 401(k)
- ASSETS near Lotus Group 401(k) Plan
- PCT ind #3786
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 Georgia →
Wb&t Bankshares, Inc. 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $709K |
| Employer EIN | 581853934 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wb&t Bankshares, Inc.)
Sponsor-wide plan assets over time
All Wb&t Bankshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 20.394285369312367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $10M |
| 2023 | 1 | 135 | $12M |
| 2024 | 1 | 136 | $12M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Wb&t Bankshares, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Lotus Group 401(k) Plan in MA ($12M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Lotus Group 401(k) Plan (MA) $12M · 207
- Phusion Projects, LLC 401(k) Plan (IL) $12M · 133
- Petittis 401(k) Plan (OH) $12M · 312
- Knighted Ventures, LLC 401(k) Retirement Savings Plan (CA) $12M · 2,119
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.