Profit Sharing · DOL Form 5500 · 2022

First Citizens Bank of Butte Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
41st
Percentile by assets National rank
$173,978
Avg per participant Above avg balance/head
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Official DOL plan name: First Citizens Bank of Butte Profit-Sharing Trust · Sponsored by First Citizens Bank of Butte · Montana · Finance & Insurance

$3M in assets, 18 participants

First Citizens Bank of Butte's First Citizens Bank of Butte Profit-Sharing Trust reported $3M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,599 in Finance & Insurance (9,261 peers)

2022 asset change

First Citizens Bank of Butte Profit-Sharing Trust grew at a solid clip 10.4% in 2022 ($3M → $3M) for 18 participants.

#2,599
in Finance & Insurance (9,261 peers)
+10.4%
assets growth YoY

First Citizens Bank of Butte Profit-Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

First Citizens Bank of Butte Profit-Sharing Trust vs every filed plan by assets

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

$3,131,602 41st percentile higher than 41% 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 Citizens Bank of Butte Profit-Sharing 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 Citizens Bank of Butte Profit-Sharing Trust is a small filing (18 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 810358197 · First Citizens Bank of Butte PY 2022 · Profit Sharing

First Citizens Bank of Butte Profit-Sharing Trust · $3M · 18 · 41st

  • PCT $3M
  • PCT 18
  • PCT 41st
  • PCT Profit Sharing
  • PCT near A&a Flooring, Inc Profit Sharing Plan
  • PCT ind #2599

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 Montana →

First Citizens Bank of Butte Profit-Sharing Trust in the asset neighbourhood

Project Renewal Employees' Retirement PlanProject Renewal Employees' R…$3MFirst Citizens Bank of Butte Profit-Sharing TrustFirst Citizens Bank of Butte…$3MA&a Flooring, Inc Profit Sharing PlanA&a Flooring, Inc Profit Sha…$3MWoodstream Development Co.$3MR.W.S., Inc. Retirement Plan$3M
End-of-year total assets ($M) among First Citizens Bank of Butte Profit-Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

First Citizens Bank of Butte years around the 2022 move

Sponsor-wide plan assets over time

All First Citizens Bank of Butte plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.999740069140331% vs 2022
2024 filing year
$3.1M$3.2M$3.3M$3.4M 202220232024 $3.13M $3.35M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 21 $3M
2024 1 19 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$295K
Employer EIN810358197
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

First Citizens Bank of Butte Profit-Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 020406080 Total assets ($M) Participants First Citizens Bank of Butte Profit-Sharing Trust, Total assets ($M): 3.131602 · Participants: 18First Citizens Bank of Butte Profit-Sharing TrustCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing Plan
First Citizens Bank of Butte Profit-Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare First Citizens Bank of Butte Profit-Sharing Trust side-by-side with 3 peers →

First Citizens Bank of Butte Profit-Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is A&a Flooring, Inc Profit Sharing Plan in CA ($3M); by covered participants it is Spottswoode Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Citizens Bank of Butte Profit-Sharing Trust assets move in 2022? ▼
First Citizens Bank of Butte Profit-Sharing Trust grew at a solid clip - up 10.4% during 2022, from $3M to $3M. Reported net income was $295K.
How have First Citizens Bank of Butte plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Citizens Bank of Butte's sponsor-wide assets grew 7.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to First Citizens Bank of Butte Profit-Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is A&a Flooring, Inc Profit Sharing Plan in CA ($3M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to First Citizens Bank of Butte Profit-Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spottswoode Retirement Plan in CA (18 participants, $6M 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 810358197.

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.