401(k) · DOL Form 5500 · 2022

First National Bank of Waterloo 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
142
Participants Small participant base
69th
Percentile by assets National rank
$88,792
Avg per participant Below avg balance/head
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Official DOL plan name: First National Bank of Waterloo Profit Sharing and Savings Plan · Sponsored by First National Bank of Waterloo · Illinois · Finance & Insurance

$13M in assets, 142 participants

First National Bank of Waterloo's First National Bank of Waterloo Profit Sharing and Savings Plan reported $13M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,943 in Finance & Insurance (9,261 peers)

Coverage in Illinois

First National Bank of Waterloo Profit Sharing and Savings Plan covers 142 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#4,943
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Bank of Waterloo Profit Sharing and Savings Plan's outsized position by total assets

First National Bank of Waterloo Profit Sharing and Savings Plan vs every filed plan by assets

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

$12,608,433 Top 31% higher than 69% 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 National Bank of Waterloo Profit Sharing and Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National Bank of Waterloo Profit Sharing and Savings Plan sits mid-pack in the medium band (142 participants).

EBSA filing schedule strip

Filing strip 370573575 · First National Bank of Waterloo PY 2022 · 401(k)

First National Bank of Waterloo Profit Sharing and Savings Plan · $13M · 142 · 69th

  • ASSETS $13M
  • ASSETS 142
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Litmus Software, Inc. Retirement Plan
  • ASSETS ind #4943

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 Illinois →

First National Bank of Waterloo Profit Sharing and Savings Plan in the asset neighbourhood

First National Bank of Waterloo Profit Sharing and Savings PlanFirst National Bank of Water…$13MLitmus Software, Inc. Retirement PlanLitmus Software, Inc. Retire…$13MKoch & Co., Inc. 401(k) Plan$13MWebb, Stokes & Sparks 401(k) Pre-Tax Savings & Profit Sharing PlanWebb, Stokes & Sparks 401(k)…$13MClarion Sintered Metals, Inc. Salaried Employees Profit Sharing PlanClarion Sintered Metals, Inc…$13M
End-of-year total assets ($M) among First National Bank of Waterloo Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN370573575
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank of Waterloo)

Sponsor-wide plan assets over time

All First National Bank of Waterloo plans reported in each filing year

Latest sponsor-wide plan assets
$16M 25.934975424781175% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.6M $15.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 142 $13M
2023 1 142 $14M
2024 1 153 $16M

Nearby 401(k) Plans in Illinois

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

First National Bank of Waterloo Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants First National Bank of Waterloo Profit Sharing and Savings Plan, Total assets ($B): 0.012608433 · Participants: 142First National Bank of Waterloo Profit Sharing and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
First National Bank of Waterloo Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare First National Bank of Waterloo Profit Sharing and Savings Plan side-by-side with 3 peers →

First National Bank of Waterloo Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Litmus Software, Inc. Retirement Plan in MA ($13M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 National Bank of Waterloo Profit Sharing and Savings Plan assets move in 2022? ▼
First National Bank of Waterloo Profit Sharing and Savings Plan declined sharply - down 17.7% during 2022, from $15M to $13M. Reported net income was -$3M.
How have First National Bank of Waterloo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank of Waterloo's sponsor-wide assets grew 25.9%, from $13M to $16M.
Which 401(k) plans are similar in size to First National Bank of Waterloo Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Litmus Software, Inc. Retirement Plan in MA ($13M, 158 participants).
Which 401(k) plans cover a similar participant headcount to First National Bank of Waterloo Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K 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 370573575.

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.