401(k) · DOL Form 5500 · 2023

For Inspiration & Recognition of Science and Technology (First) 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
186
Participants Below avg headcount
75th
Percentile by assets National rank
$125,439
Avg per participant Near avg balance/head
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Official DOL plan name: The First 401(k) Retirement Plan · Sponsored by For Inspiration & Recognition of Science and Technology (First) · New Hampshire · Educational Services

$23M in assets, 186 participants

For Inspiration & Recognition of Science and Technology (First)'s The First 401(k) Retirement Plan reported $23M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,207 in Educational Services (3,735 peers)

Where The First 401(k) Retirement Plan sits by assets

The First 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 186 participants (~$125,439/participant), up 24.3% in 2023.

#2,207
in Educational Services (3,735 peers)
+24.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The First 401(k) Retirement Plan's outsized position by total assets

The First 401(k) Retirement Plan vs every filed plan by assets

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

$23,331,673 Top 25% higher than 75% 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

The First 401(k) Retirement 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. The First 401(k) Retirement Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The First 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The First 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The First 401(k) Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222990908 · For Inspiration & Recognition of Science and Technology (First) PY 2023 · 401(k)

The First 401(k) Retirement Plan · $23M · 186 · 75th

  • SCH $23M
  • SCH 186
  • SCH 75th
  • SCH 401(k)
  • SCH near Automotive Fastener Group 401(k) Profit Sharing Plan
  • SCH ind #2207

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 Educational Services retirement plans → · Plans in New Hampshire →

The First 401(k) Retirement Plan in the asset neighbourhood

The First 401(k) Retirement PlanThe First 401(k) Retirement …$23MAutomotive Fastener Group 401(k) Profit Sharing PlanAutomotive Fastener Group 40…$23MSmislova, Kehnemui & Associates, P.a. Profit Sharing TrustSmislova, Kehnemui & Associa…$23MChildren's Bureau 401(k) Retirement Investment PlanChildren's Bureau 401(k) Ret…$23MKorg USA Inc. 401(k) Retirement PlanKorg USA Inc. 401(k) Retirem…$23M
End-of-year total assets ($M) among The First 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN222990908
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (For Inspiration & Recognition of Science and Technology (First))

Sponsor-wide plan assets over time

All For Inspiration & Recognition of Science and Technology (First) plans reported in each filing year

Latest sponsor-wide plan assets
$26M 38.300296419650294% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $26M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 175 $19M
2023 1 186 $23M
2024 1 198 $26M

Nearby 401(k) Plans in New Hampshire

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

The First 401(k) Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants The First 401(k) Retirement Plan, Total assets ($M): 23.331673 · Participants: 186The First 401(k) Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
The First 401(k) Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare The First 401(k) Retirement Plan side-by-side with 3 peers →

The First 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Automotive Fastener Group 401(k) Profit Sharing Plan in IL ($23M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 The First 401(k) Retirement Plan assets move in 2023? ▼
The First 401(k) Retirement Plan grew sharply - up 24.3% during 2023, from $19M to $23M. Reported net income was $5M.
How have For Inspiration & Recognition of Science and Technology (First) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), For Inspiration & Recognition of Science and Technology (First)'s sponsor-wide assets grew 38.3%, from $19M to $26M.
Where does The First 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The First 401(k) Retirement Plan ranks in the 75th 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 The First 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automotive Fastener Group 401(k) Profit Sharing Plan in IL ($23M, 452 participants).
Which 401(k) plans cover a similar participant headcount to The First 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 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 222990908.

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.