401(k) · DOL Form 5500 · 2023

First National Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
45
Participants Small participant base
52nd
Percentile by assets National rank
$160,254
Avg per participant Above avg balance/head
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Official DOL plan name: First National Financial Services 401(k) Plan · Sponsored by First National Financial Services, Inc. · Minnesota · Finance & Insurance

$7M in assets, 45 participants

First National Financial Services, Inc.'s First National Financial Services 401(k) Plan reported $7M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,293 in Finance & Insurance (8,869 peers)

First National Financial Services, Inc. multi-year trail

First National Financial Services, Inc.'s plans moved +21.6% in assets from 2022 to 2024; this filing shows First National Financial Services 401(k) Plan at $7M / 45 participants.

#3,293
in Finance & Insurance (8,869 peers)
+9.7%
assets growth YoY

First National Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

First National Financial Services 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,211,437 Top 48% higher than 52% of 127,068 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 2023

First National Financial Services 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National Financial Services 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National Financial Services 401(k) Plan reported net income rose from -$315K in the plan year 2022 filing to $635K in the plan year 2023 filing.
  • First National Financial Services 401(k) Plan reported participants fell from 50 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • First National Financial Services 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411392138 · First National Financial Services, Inc. PY 2023 · 401(k)

First National Financial Services 401(k) Plan · $7M · 45 · 52nd

  • VS-ST $7M
  • BOY 45
  • SCH 52nd
  • EBSA 401(k)
  • PART near The Koehler Organization 401(k) Plan
  • TYPE ind #3293

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 Minnesota →

First National Financial Services 401(k) Plan in the asset neighbourhood

First National Financial Services 401(k) PlanFirst National Financial Ser…$7MThe Koehler Organization 401(k) PlanThe Koehler Organization 401…$7MSullivan-Palatek, Inc 401(k) PlanSullivan-Palatek, Inc 401(k)…$7MFleet Feet, Inc. 401(k) Plan$7MMasaba, Inc. 401(k) Retirement PlanMasaba, Inc. 401(k) Retireme…$7M
End-of-year total assets ($M) among First National Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

First National Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All First National Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.59767284176043% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.84M $8.32M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 50 $7M
2023 1 45 $7M
2024 1 50 $8M

First National Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$635K
Employer EIN411392138
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

First National Financial Services 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants First National Financial Services 401(k) Plan, Total assets ($B): 0.007211437 · Participants: 45First National Financial Services 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
First National Financial Services 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare First National Financial Services 401(k) Plan side-by-side with 3 peers →

First National Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Koehler Organization 401(k) Plan in SD ($7M); by covered participants it is Hc of Virginia 401(k) Plan in VA (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First National Financial Services 401(k) Plan assets move in 2023? ▼
First National Financial Services 401(k) Plan grew at a solid clip - up 9.7% during 2023, from $7M to $7M. Reported net income was $635K.
How have First National Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Financial Services, Inc.'s sponsor-wide assets grew 21.6%, from $7M to $8M.
Which 401(k) plans are similar in size to First National Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Koehler Organization 401(k) Plan in SD ($7M, 520 participants).
Which 401(k) plans cover a similar participant headcount to First National Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hc of Virginia 401(k) Plan in VA (45 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411392138.

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.