401(k) · DOL Form 5500 · 2023

First National Financing 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
26th
Percentile by assets National rank
$125,656
Avg per participant Near avg balance/head
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Official DOL plan name: First National Financing 401(k) Profit Sharing Plan & Trust · Sponsored by First National Financing · Colorado · Professional & Technical Services

$1M in assets, 10 participants

First National Financing's First National Financing 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,287 in Professional & Technical Services (20,321 peers)

First National Financing multi-year trail

First National Financing's plans moved +68.3% in assets from 2022 to 2024; this filing shows First National Financing 401(k) Profit Sharing Plan & Trust at $1M / 10 participants.

#4,287
in Professional & Technical Services (20,321 peers)
+32.1%
assets growth YoY

First National Financing 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

First National Financing 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,256,559 26th percentile higher than 26% 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 Financing 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National Financing 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National Financing 401(k) Profit Sharing Plan & Trust reported net income rose from -$131K in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • First National Financing 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $951K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First National Financing 401(k) Profit Sharing Plan & Trust reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264102249 · First National Financing PY 2023 · 401(k)

First National Financing 401(k) Profit Sharing Plan & Trust · $1M · 10 · 26th

  • 5500 $1M
  • ASSETS 10
  • PCT 26th
  • EIN 401(k)
  • RANK near Vame2002, Inc. Retirement Plan
  • PHOTO ind #4287

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 Professional & Technical Services retirement plans → · Plans in Colorado →

First National Financing 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

First National Financing 401(k) Profit Sharing Plan & TrustFirst National Financing 401…$1MVame2002, Inc. Retirement PlanVame2002, Inc. Retirement Pl…$1MHhdla 401(k) Plan$1MNeon Blue Development, Inc 401(k) Profit Sharing PlanNeon Blue Development, Inc 4…$1MRiffle Machine Works 401(k) PlanRiffle Machine Works 401(k) …$1M
End-of-year total assets ($M) among First National Financing 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

First National Financing multi-year asset trail

Sponsor-wide plan assets over time

All First National Financing plans reported in each filing year

Latest sponsor-wide plan assets
$2M 68.31258971810767% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.95M $1.6M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 9 $951K
2023 1 10 $1M
2024 1 11 $2M

First National Financing filing trail (2023)

Total Assets (Beginning of Year)$951K
Net Assets (End of Year)$1M
Net Income$306K
Employer EIN264102249
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

First National Financing 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants First National Financing 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001256559 · Participants: 10First National Financing 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
First National Financing 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare First National Financing 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

First National Financing 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Vame2002, Inc. Retirement Plan in VA ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Financing 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
First National Financing 401(k) Profit Sharing Plan & Trust surged - up 32.1% during 2023, from $951K to $1M. Reported net income was $306K.
How have First National Financing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Financing's sponsor-wide assets grew 68.3%, from $951K to $2M.
Which 401(k) plans are similar in size to First National Financing 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vame2002, Inc. Retirement Plan in VA ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to First National Financing 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 264102249.

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.