401(k) · DOL Form 5500 · 2022

First United Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
94
Participants Small participant base
56th
Percentile by assets National rank
$70,510
Avg per participant Below avg balance/head
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Official DOL plan name: First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust · Sponsored by First United Bank and Trust Company · Kentucky · Finance & Insurance

$7M in assets, 94 participants

First United Bank and Trust Company's First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust reported $7M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,700 in Finance & Insurance (9,261 peers)

First United Bank and Trust Company multi-year trail

First United Bank and Trust Company's plans moved +29.4% in assets from 2022 to 2024; this filing shows First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust at $7M / 94 participants.

#3,700
in Finance & Insurance (9,261 peers)
-6.1%
assets change YoY

The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,627,982 Top 44% higher than 56% of 139,123 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 2022

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust is a small filing (94 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 611299746 · First United Bank and Trust Company PY 2022 · 401(k)

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust · $7M · 94 · 56th

  • BOY $7M
  • BOY 94
  • BOY 56th
  • BOY 401(k)
  • BOY near Goken America LLC 401(k) Plan
  • BOY ind #3700

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 →

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust in the asset neighbourhood

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and TrustFirst United Bank and Trust …$7MGoken America LLC 401(k) Plan$7MMichael G. Mccauley, M.D. Profit Sharing PlanMichael G. Mccauley, M.D. Pr…$7MPotter & Company, P.a. 401(k) Profit Sharing PlanPotter & Company, P.a. 401(k…$7MKey Rehabilitation, Inc 401(k) Retirement PlanKey Rehabilitation, Inc 401(…$7M
End-of-year total assets ($M) among First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

First United Bank and Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All First United Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.419950144704675% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.63M $8.58M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 94 $7M
2023 1 100 $8M
2024 1 90 $9M

First United Bank and Trust Company filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$229K
Employer EIN611299746
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust, Total assets ($B): 0.006627982 · Participants: 94First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and TrustHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Goken America LLC 401(k) Plan in OH ($7M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust assets move in 2022? ▼
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.1% during 2022, from $7M to $7M. Reported net income was -$229K.
How have First United Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First United Bank and Trust Company's sponsor-wide assets grew 29.4%, from $7M to $9M.
Which 401(k) plans are similar in size to First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Goken America LLC 401(k) Plan in OH ($7M, 184 participants).
Which 401(k) plans cover a similar participant headcount to First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611299746.

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.