401(k) · DOL Form 5500 · 2023

First National Bank 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
257
Participants Below avg headcount
83rd
Percentile by assets National rank
$151,235
Avg per participant Above avg balance/head
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Official DOL plan name: First National Bank Savings and Investment Plan · Sponsored by First National Bank · Maine · Finance & Insurance

$39M in assets, 257 participants

First National Bank's First National Bank Savings and Investment Plan reported $39M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,518 in Finance & Insurance (8,869 peers)

Where First National Bank Savings and Investment Plan sits by assets

First National Bank Savings and Investment Plan sits in the top quartile of all filed plans by assets, $39M for 257 participants (~$151,235/participant), up 15.7% in 2023.

#6,518
in Finance & Insurance (8,869 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

First National Bank Savings and Investment Plan's outsized position by total assets

First National Bank Savings and Investment Plan vs every filed plan by assets

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

$38,867,415 Top 17% higher than 83% 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 Bank Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National Bank Savings and Investment Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National Bank Savings and Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • First National Bank Savings and Investment Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • First National Bank Savings and Investment Plan reported participants rose from 240 in the plan year 2022 filing to 257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010067810 · First National Bank PY 2023 · 401(k)

First National Bank Savings and Investment Plan · $39M · 257 · 83rd

  • 5500 $39M
  • ASSETS 257
  • PCT 83rd
  • EIN 401(k)
  • RANK near Goldsboro Milling Company 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #6518

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 Maine →

First National Bank Savings and Investment Plan in the asset neighbourhood

First National Bank Savings and Investment PlanFirst National Bank Savings …$39MConsumers Cooperative Credit Union 401(k) Plan and TrustConsumers Cooperative Credit…$39MSuperior Group of Companies Inc. 401(k) PlanSuperior Group of Companies …$39MGoldsboro Milling Company 401(k) Profit Sharing Plan & TrustGoldsboro Milling Company 40…$39MHealey Brothers, Inc. 401(k) PlanHealey Brothers, Inc. 401(k)…$39M
End-of-year total assets ($M) among First National Bank Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN010067810
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank)

Sponsor-wide plan assets over time

All First National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$46M 38.319365683688986% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.6M $46.5M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 240 $34M
2023 1 257 $39M
2024 1 263 $46M

Nearby 401(k) Plans in Maine

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

First National Bank Savings and Investment Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants First National Bank Savings and Investment Plan, Total assets ($B): 0.038867415 · Participants: 257First National Bank Savings and Investment PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
First National Bank Savings and Investment Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare First National Bank Savings and Investment Plan side-by-side with 3 peers →

First National Bank Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Goldsboro Milling Company 401(k) Profit Sharing Plan & Trust in NC ($39M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Bank Savings and Investment Plan assets move in 2023? ▼
First National Bank Savings and Investment Plan grew sharply - up 15.7% during 2023, from $34M to $39M. Reported net income was $5M.
How have First National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank's sponsor-wide assets grew 38.3%, from $34M to $46M.
Where does First National Bank Savings and Investment Plan rank by assets among Form 5500 filers? ▼
First National Bank Savings and Investment Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First National Bank Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldsboro Milling Company 401(k) Profit Sharing Plan & Trust in NC ($39M, 286 participants).
Which 401(k) plans cover a similar participant headcount to First National Bank Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants, $48M 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 010067810.

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.