401(k) · DOL Form 5500 · 2022

First Breckinridge Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
345
Participants Below avg headcount
79th
Percentile by assets National rank
$66,208
Avg per participant Below avg balance/head
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Official DOL plan name: First Breckinridge Bancshares, Inc. Retirement Plan · Sponsored by First Breckinridge Bancshares, Inc. · Kentucky · Finance & Insurance

$23M in assets, 345 participants

First Breckinridge Bancshares, Inc.'s First Breckinridge Bancshares, Inc. Retirement Plan reported $23M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,166 in Finance & Insurance (9,261 peers)

Where First Breckinridge Bancshares, Inc. Retirement Plan sits by assets

First Breckinridge Bancshares, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 345 participants (~$66,208/participant), down 10.0% in 2022.

#6,166
in Finance & Insurance (9,261 peers)
-10.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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 Breckinridge Bancshares, Inc. Retirement Plan's outsized position by total assets

First Breckinridge Bancshares, Inc. Retirement Plan vs every filed plan by assets

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

$22,841,869 Top 21% higher than 79% 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 Breckinridge Bancshares, Inc. Retirement 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 Breckinridge Bancshares, Inc. Retirement Plan sits mid-pack in the medium band (345 participants).

Plan-year Form 5500 strip

Filing strip 611035990 · First Breckinridge Bancshares, Inc. PY 2022 · 401(k)

First Breckinridge Bancshares, Inc. Retirement Plan · $23M · 345 · 79th

  • BOY $23M
  • BOY 345
  • BOY 79th
  • BOY 401(k)
  • BOY near Baader North America Corporation 401(k) Retirement Plan
  • BOY ind #6166

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 Breckinridge Bancshares, Inc. Retirement Plan in the asset neighbourhood

First Breckinridge Bancshares, Inc. Retirement PlanFirst Breckinridge Bancshare…$23MBaader North America Corporation 401(k) Retirement PlanBaader North America Corpora…$23MKfi Engineers 401(k) Plan$23MOhio Valley Banc Corp Profit Sharing Retirement PlanOhio Valley Banc Corp Profit…$23MFutamura, USA Inc. Retirement PlanFutamura, USA Inc. Retiremen…$23M
End-of-year total assets ($M) among First Breckinridge Bancshares, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN611035990
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Breckinridge Bancshares, Inc.)

Sponsor-wide plan assets over time

All First Breckinridge Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 29.199576444466956% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $29.5M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 345 $23M
2023 1 362 $27M
2024 1 375 $30M

Nearby 401(k) Plans in Kentucky

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

First Breckinridge Bancshares, Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants First Breckinridge Bancshares, Inc. Retirement Plan, Total assets ($B): 0.022841869 · Participants: 345First Breckinridge Bancshares, Inc. Retirement PlanHumana 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 Breckinridge Bancshares, Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare First Breckinridge Bancshares, Inc. Retirement Plan side-by-side with 3 peers →

First Breckinridge Bancshares, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Baader North America Corporation 401(k) Retirement Plan in KS ($23M); by covered participants it is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Breckinridge Bancshares, Inc. Retirement Plan assets move in 2022? ▼
First Breckinridge Bancshares, Inc. Retirement Plan pulled back noticeably - down 10.0% during 2022, from $25M to $23M. Reported net income was -$3M.
How have First Breckinridge Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Breckinridge Bancshares, Inc.'s sponsor-wide assets grew 29.2%, from $23M to $30M.
Where does First Breckinridge Bancshares, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
First Breckinridge Bancshares, Inc. Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Breckinridge Bancshares, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baader North America Corporation 401(k) Retirement Plan in KS ($23M, 132 participants).
Which 401(k) plans cover a similar participant headcount to First Breckinridge Bancshares, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 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 611035990.

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.