401(k) · DOL Form 5500 · 2023

Farmers State Financial Corporation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
132
Participants Small participant base
63rd
Percentile by assets National rank
$93,753
Avg per participant Below avg balance/head
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Official DOL plan name: Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Farmers State Financial Corporation · Montana · Management of Enterprises

$12M in assets, 132 participants

Farmers State Financial Corporation's Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust reported $12M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #478 in Management of Enterprises (1,137 peers)

Coverage in Montana

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust covers 132 participants in Montana, about 49% of the average Montana filer (state average ~271 per filing). Assets: $12M.

#478
in Management of Enterprises (1,137 peers)
+5.5%
assets growth YoY

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,375,457 Top 37% higher than 63% 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

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust 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. Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $644K in the plan year 2023 filing.
  • Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust reported participants rose from 124 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810488654 · Farmers State Financial Corporation PY 2023 · 401(k)

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust · $12M · 132 · 63rd

  • ASSETS $12M
  • ASSETS 132
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Mp Biomedicals, Inc. Retirement Savings Plan
  • ASSETS ind #478

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 Management of Enterprises retirement plans → · Plans in Montana →

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and TrustFarmers State Financial Corp…$12MMp Biomedicals, Inc. Retirement Savings PlanMp Biomedicals, Inc. Retirem…$12MThe Papers, Inc. 401(k) Retirement PlanThe Papers, Inc. 401(k) Reti…$12MJohnstone Supply 401(k) Profit Sharing PlanJohnstone Supply 401(k) Prof…$12MHealthcare Employees Retirement Savings PlanHealthcare Employees Retirem…$12M
End-of-year total assets ($M) among Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$644K
Employer EIN810488654
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farmers State Financial Corporation)

Sponsor-wide plan assets over time

All Farmers State Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 9.73894277997536% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M 202220232024 $11.7M $12.9M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 124 $12M
2023 1 132 $12M
2024 1 137 $13M

Nearby 401(k) Plans in Montana

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

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust, Total assets ($M): 12.375457 · Participants: 132Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust side-by-side with 3 peers →

Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Mp Biomedicals, Inc. Retirement Savings Plan in OH ($12M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust assets move in 2023? ▼
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust grew at a solid clip - up 5.5% during 2023, from $12M to $12M. Reported net income was $644K.
How have Farmers State Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers State Financial Corporation's sponsor-wide assets grew 9.7%, from $12M to $13M.
Which 401(k) plans are similar in size to Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mp Biomedicals, Inc. Retirement Savings Plan in OH ($12M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 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 810488654.

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.