ESOP · DOL Form 5500 · 2022

First State Bancorp of Monticello, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
76
Participants Small participant base
80th
Percentile by assets National rank
$327,198
Avg per participant High balance/head
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Official DOL plan name: First State Bancorp of Monticello, Inc. ESOP · Sponsored by First State Bancorp of Monticello, Inc. · Illinois · Finance & Insurance

$25M in assets, 76 participants

First State Bancorp of Monticello, Inc.'s First State Bancorp of Monticello, Inc. ESOP reported $25M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,353 in Finance & Insurance (9,261 peers)

Where First State Bancorp of Monticello, Inc. ESOP sits by assets

First State Bancorp of Monticello, Inc. ESOP sits in the top quartile of all filed plans by assets, $25M for 76 participants (~$327,198/participant), up 9.3% in 2022.

#6,353
in Finance & Insurance (9,261 peers)
+9.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

First State Bancorp of Monticello, Inc. ESOP's outsized position by total assets

First State Bancorp of Monticello, Inc. ESOP vs every filed plan by assets

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

$24,867,047 Top 20% higher than 80% 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. ESOP 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. ESOP is a small filing (76 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 371142968 · First State Bancorp of Monticello, Inc. PY 2022 · ESOP

First State Bancorp of Monticello, Inc. ESOP · $25M · 76 · 80th

  • ASSETS $25M
  • ASSETS 76
  • ASSETS 80th
  • ASSETS ESOP
  • ASSETS near East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan
  • ASSETS ind #6353

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 What is an ESOP? → · Plans in Illinois →

First State Bancorp of Monticello, Inc. ESOP in the asset neighbourhood

A. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$25MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$25MFirst State Bancorp of Monticello, Inc. ESOPFirst State Bancorp of Monti…$25MEast Coast Drilling and Blasting, Inc. Employee Stock Ownership PlanEast Coast Drilling and Blas…$25MS. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$25M
End-of-year total assets ($M) among First State Bancorp of Monticello, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN371142968
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bancorp of Monticello, Inc.)

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

Nearby ESOP Plans in Illinois

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

First State Bancorp of Monticello, Inc. ESOP vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants First State Bancorp of Monticello, Inc. ESOP, Total assets ($B): 0.024867047 · Participants: 76First State Bancorp of Monticello, Inc. ESOPAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
First State Bancorp of Monticello, Inc. ESOP vs. nearby ESOP plans in Illinois, assets vs. participants
Compare First State Bancorp of Monticello, Inc. ESOP side-by-side with 3 peers →

First State Bancorp of Monticello, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan in NC ($25M); by covered participants it is Cameron Tool Corporation Employee Stock Ownership Plan in MI (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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. ESOP assets move in 2022? ▼
First State Bancorp of Monticello, Inc. ESOP grew at a solid clip - up 9.3% during 2022, from $23M to $25M. 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.
Where does First State Bancorp of Monticello, Inc. ESOP rank by assets among Form 5500 filers? ▼
First State Bancorp of Monticello, Inc. ESOP ranks in the 80th 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 ESOP plans are similar in size to First State Bancorp of Monticello, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan in NC ($25M, 157 participants).
Which ESOP plans cover a similar participant headcount to First State Bancorp of Monticello, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Cameron Tool Corporation Employee Stock Ownership Plan in MI (76 participants, $23M 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.