401(k) · DOL Form 5500 · 2022

First State Bancorp of Monticello, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
53
Participants Small participant base
63rd
Percentile by assets National rank
$175,502
Avg per participant Above avg balance/head
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Official DOL plan name: First State Bancorp of Monticello, Inc. Retirement Plan & Trust · Sponsored by First State Bancorp of Monticello, Inc. · Illinois · Finance & Insurance

$9M in assets, 53 participants

First State Bancorp of Monticello, Inc.'s First State Bancorp of Monticello, Inc. Retirement Plan & Trust reported $9M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,337 in Finance & Insurance (9,261 peers)

2022 asset change

First State Bancorp of Monticello, Inc. Retirement Plan & Trust declined sharply 15.5% in 2022 ($11M → $9M) for 53 participants.

#4,337
in Finance & Insurance (9,261 peers)
-15.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First State Bancorp of Monticello, Inc. Retirement Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

First State Bancorp of Monticello, Inc. Retirement Plan & Trust vs every filed plan by assets

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

$9,301,592 Top 37% higher than 63% 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 State Bancorp of Monticello, Inc. Retirement Plan & 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 State Bancorp of Monticello, Inc. Retirement Plan & Trust is a small filing (53 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 371142968 · First State Bancorp of Monticello, Inc. PY 2022 · 401(k)

First State Bancorp of Monticello, Inc. Retirement Plan & Trust · $9M · 53 · 63rd

  • SCH $9M
  • EBSA 53
  • PART 63rd
  • TYPE 401(k)
  • NET near F. E. & M., Inc. Employees' Defined Contribution Plan
  • BOOK ind #4337

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 State Bancorp of Monticello, Inc. Retirement Plan & Trust in the asset neighbourhood

First State Bancorp of Monticello, Inc. Retirement Plan & TrustFirst State Bancorp of Monti…$9MF. E. & M., Inc. Employees' Defined Contribution PlanF. E. & M., Inc. Employees' …$9MBenicia Arsenal 401(k) Plan$9MApex Dental Partners 401(k) PlanApex Dental Partners 401(k) …$9MQuotelab, LLC Dba Mediaalpha 401(k) Savings PlanQuotelab, LLC Dba Mediaalpha…$9M
End-of-year total assets ($M) among First State Bancorp of Monticello, Inc. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

First State Bancorp of Monticello, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All First State Bancorp of Monticello, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 2.0357293130698007% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $34.2M $34.9M ▲ +2.0%
Year Plans Participants Total Assets
2022 2 129 $34M
2023 1 70 $28M
2024 1 70 $35M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN371142968
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

First State Bancorp of Monticello, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants First State Bancorp of Monticello, Inc. Retirement Plan & Trust, Total assets ($B): 0.009301592 · Participants: 53First State Bancorp of Monticello, Inc. Retirement Plan & TrustState 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 State Bancorp of Monticello, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare First State Bancorp of Monticello, Inc. Retirement Plan & Trust side-by-side with 3 peers →

First State Bancorp of Monticello, Inc. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is F. E. & M., Inc. Employees' Defined Contribution Plan in CA ($9M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 State Bancorp of Monticello, Inc. Retirement Plan & Trust assets move in 2022? ▼
First State Bancorp of Monticello, Inc. Retirement Plan & Trust declined sharply - down 15.5% during 2022, from $11M to $9M. Reported net income was -$2M.
How have First State Bancorp of Monticello, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bancorp of Monticello, Inc.'s sponsor-wide assets grew 2.0%, from $34M to $35M.
Which 401(k) plans are similar in size to First State Bancorp of Monticello, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is F. E. & M., Inc. Employees' Defined Contribution Plan in CA ($9M, 43 participants).
Which 401(k) plans cover a similar participant headcount to First State Bancorp of Monticello, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 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 371142968.

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.