Profit Sharing · DOL Form 5500 · 2022

The First National Bank of Monterey Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
49
Participants Small participant base
47th
Percentile by assets National rank
$86,419
Avg per participant Below avg balance/head
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Official DOL plan name: The First National Bank of Monterey Employees' Profit Sharing Plan · Sponsored by The First National Bank of Monterey · Indiana · Finance & Insurance

$4M in assets, 49 participants

The First National Bank of Monterey's The First National Bank of Monterey Employees' Profit Sharing Plan reported $4M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,021 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

The First National Bank of Monterey Employees' Profit Sharing Plan holds $4M for 49 participants - about $86,419 per participant, in the lower half of filed plans by assets.

#3,021
in Finance & Insurance (9,261 peers)
-1.6%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The First National Bank of Monterey Employees' Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

The First National Bank of Monterey Employees' Profit Sharing Plan vs every filed plan by assets

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

$4,234,554 47th percentile higher than 47% 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

The First National Bank of Monterey Employees' Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The First National Bank of Monterey Employees' Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 350310210 · The First National Bank of Monterey PY 2022 · Profit Sharing

The First National Bank of Monterey Employees' Profit Sharing Plan · $4M · 49 · 47th

  • BOOK $4M
  • BOOK 49
  • BOOK 47th
  • BOOK Profit Sharing
  • BOOK near Integrated Circuit Support, Inc. Profit Sharing Plan and Trust
  • BOOK ind #3021

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 Indiana →

The First National Bank of Monterey Employees' Profit Sharing Plan in the asset neighbourhood

Predhomme & Co. Profit Sharing Plan and TrustPredhomme & Co. Profit Shari…$4MStchcn 403(b) Plan$4MThe First National Bank of Monterey Employees' Profit Sharing PlanThe First National Bank of M…$4MIntegrated Circuit Support, Inc. Profit Sharing Plan and TrustIntegrated Circuit Support, …$4MCharles & Marcia Anderson Profit Sharing Plan & TrCharles & Marcia Anderson Pr…$4M
End-of-year total assets ($M) among The First National Bank of Monterey Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$69K
Employer EIN350310210
Plan Effective Date1970-12-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The First National Bank of Monterey Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.522.5 Total assets ($B) Participants The First National Bank of Monterey Employees' Profit Sharing Plan, Total assets ($B): 0.004234554 · Participants: 49The First National Bank of Monterey Employees' Profit Sharing PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
The First National Bank of Monterey Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare The First National Bank of Monterey Employees' Profit Sharing Plan side-by-side with 3 peers →

The First National Bank of Monterey Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Integrated Circuit Support, Inc. Profit Sharing Plan and Trust in CA ($4M); by covered participants it is Long Beach Gastroenterology Associates, a Medical Group Employees Profit Sharing Plan in CA (49 participants). Same-state nearby plans are listed separately above.

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 The First National Bank of Monterey Employees' Profit Sharing Plan assets move in 2022? ▼
The First National Bank of Monterey Employees' Profit Sharing Plan edged down modestly - down 1.6% during 2022, from $4M to $4M. Reported net income was -$69K.
Which Profit Sharing plans are similar in size to The First National Bank of Monterey Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Integrated Circuit Support, Inc. Profit Sharing Plan and Trust in CA ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to The First National Bank of Monterey Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Long Beach Gastroenterology Associates, a Medical Group Employees Profit Sharing Plan in CA (49 participants, $17M 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 350310210.

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.