401(k) · DOL Form 5500 · 2022

First State Bank 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
101
Participants Small participant base
69th
Percentile by assets National rank
$123,866
Avg per participant Near avg balance/head
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Official DOL plan name: First State Bank 401(k) Savings Plan · Sponsored by First State Bank · Wisconsin · Finance & Insurance

$13M in assets, 101 participants

First State Bank's First State Bank 401(k) Savings Plan reported $13M in total assets and 101 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.

  • #4,923 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

First State Bank 401(k) Savings Plan covers 101 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#4,923
in Finance & Insurance (9,261 peers)
-19.9%
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 State Bank 401(k) Savings Plan's outsized position by total assets

First State Bank 401(k) Savings Plan vs every filed plan by assets

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

$12,510,422 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 State Bank 401(k) 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 State Bank 401(k) Savings Plan sits mid-pack in the medium band (101 participants).

Plan-year Form 5500 strip

Filing strip 390281110 · First State Bank PY 2022 · 401(k)

First State Bank 401(k) Savings Plan · $13M · 101 · 69th

  • ASSETS $13M
  • ASSETS 101
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near 4earth Farms Retirement Plan
  • ASSETS ind #4923

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 Wisconsin →

First State Bank 401(k) Savings Plan in the asset neighbourhood

First State Bank 401(k) Savings PlanFirst State Bank 401(k) Savi…$13M4earth Farms Retirement Plan$13MPennrose Management Company 401(k) Profit Sharing PlanPennrose Management Company …$13MHorn Aylward & Bandy, LLC 401(k) Savings PlanHorn Aylward & Bandy, LLC 40…$13MSterling Site Access Solutions, LLC 401(k) PlanSterling Site Access Solutio…$13M
End-of-year total assets ($M) among First State Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN390281110
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bank)

Sponsor-wide plan assets over time

All First State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 20.281961711603333% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $15.1M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 101 $13M
2023 1 105 $15M
2024 1 93 $15M

Nearby 401(k) Plans in Wisconsin

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

First State Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants First State Bank 401(k) Savings Plan, Total assets ($B): 0.012510422 · Participants: 101First State Bank 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
First State Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare First State Bank 401(k) Savings Plan side-by-side with 3 peers →

First State Bank 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is 4earth Farms Retirement Plan in CA ($13M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Bank 401(k) Savings Plan assets move in 2022? ▼
First State Bank 401(k) Savings Plan declined sharply - down 19.9% during 2022, from $16M to $13M. Reported net income was -$3M.
How have First State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank's sponsor-wide assets grew 20.3%, from $13M to $15M.
Which 401(k) plans are similar in size to First State Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 4earth Farms Retirement Plan in CA ($13M, 324 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 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 390281110.

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.