ESOP · DOL Form 5500 · 2022
First State Bancorp of Monticello, Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 76
- Participants
- 80th
- Percentile by assets
- $327,198
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 76
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $327,198
- avg assets per participant
First State Bancorp of Monticello, Inc. ESOP vs the 2022 asset distribution
By assets, First State Bancorp of Monticello, Inc. ESOP outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 371142968 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First State Bancorp of Monticello, Inc.)
| 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to First State Bancorp of Monticello, Inc. ESOP by total assets, not by location.
- East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan (NC) $25M · 157
- S. Rothschild & Co., Inc. Employee Stock Ownership Plan (NY) $25M · 54
- Dorsett & Jackson, Inc. Employee Stock Ownership Plan (CA) $25M · 22
- A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan (MD) $25M · 458
Frequently Asked Questions
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Scale reading
Ways to act on First State Bancorp of Monticello, Inc. ESOP's numbers.
- By total assets, First State Bancorp of Monticello, Inc. ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- First State Bancorp of Monticello, Inc.'s sponsor-wide assets have grown 2.0% since 2022 across 3 plan years on file. More Finance & Insurance plans