401(k) · DOL Form 5500 · 2024

West Alabama Bank & Trust 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
144
Participants Small participant base
57th
Percentile by assets National rank
$74,946
Avg per participant Below avg balance/head
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Official DOL plan name: West Alabama Bank & Trust 401(k) Profit Sharing Plan · Sponsored by West Alabama Bank & Trust · Alabama · Finance & Insurance

$11M in assets, 144 participants

West Alabama Bank & Trust's West Alabama Bank & Trust 401(k) Profit Sharing Plan reported $11M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,526 in Finance & Insurance (8,549 peers)

Coverage in Alabama

West Alabama Bank & Trust 401(k) Profit Sharing Plan covers 144 participants in Alabama, about 40% of the average Alabama filer (state average ~360 per filing). Assets: $11M.

#3,526
in Finance & Insurance (8,549 peers)
+6.4%
assets growth YoY

West Alabama Bank & Trust 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

West Alabama Bank & Trust 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,792,229 Top 43% higher than 57% 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

West Alabama Bank & Trust 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. West Alabama Bank & Trust 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Alabama Bank & Trust 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $648K in the plan year 2024 filing.
  • West Alabama Bank & Trust 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • West Alabama Bank & Trust 401(k) Profit Sharing Plan reported participants rose from 142 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630237528 · West Alabama Bank & Trust PY 2024 · 401(k)

West Alabama Bank & Trust 401(k) Profit Sharing Plan · $11M · 144 · 57th

  • TYPE $11M
  • TYPE 144
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near Ls Building Products 401(k) Plan
  • TYPE ind #3526

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 Alabama →

West Alabama Bank & Trust 401(k) Profit Sharing Plan in the asset neighbourhood

West Alabama Bank & Trust 401(k) Profit Sharing PlanWest Alabama Bank & Trust 40…$11MLs Building Products 401(k) PlanLs Building Products 401(k) …$11MBreeden Mechanical, Inc. Profit Sharing PlanBreeden Mechanical, Inc. Pro…$11MWoolf Holdings, LLC Profit Sharing and Savings PlanWoolf Holdings, LLC Profit S…$11MThe Winrock Group, Inc. 401(k) Retirement Savings Plan and TrustThe Winrock Group, Inc. 401(…$11M
End-of-year total assets ($M) among West Alabama Bank & Trust 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$648K
Employer EIN630237528
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Alabama Bank & Trust)

Sponsor-wide plan assets over time

All West Alabama Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.580481935693964% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.66M $10.8M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 140 $9M
2023 1 142 $10M
2024 1 144 $11M

Nearby 401(k) Plans in Alabama

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

West Alabama Bank & Trust 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants West Alabama Bank & Trust 401(k) Profit Sharing Plan, Total assets ($B): 0.010792229 · Participants: 144West Alabama Bank & Trust 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
West Alabama Bank & Trust 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare West Alabama Bank & Trust 401(k) Profit Sharing Plan side-by-side with 3 peers →

West Alabama Bank & Trust 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Ls Building Products 401(k) Plan in IL ($11M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 West Alabama Bank & Trust 401(k) Profit Sharing Plan assets move in 2024? ▼
West Alabama Bank & Trust 401(k) Profit Sharing Plan grew at a solid clip - up 6.4% during 2024, from $10M to $11M. Reported net income was $648K.
How have West Alabama Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Alabama Bank & Trust's sponsor-wide assets grew 24.6%, from $9M to $11M.
Which 401(k) plans are similar in size to West Alabama Bank & Trust 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ls Building Products 401(k) Plan in IL ($11M, 144 participants).
Which 401(k) plans cover a similar participant headcount to West Alabama Bank & Trust 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M 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 630237528.

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.