401(k) · DOL Form 5500 · 2023

First Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
241
Participants Below avg headcount
70th
Percentile by assets National rank
$72,730
Avg per participant Below avg balance/head
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Official DOL plan name: First Bank 401(k) Retirement Plan · Sponsored by First Bank · New Jersey · Finance & Insurance

$18M in assets, 241 participants

First Bank's First Bank 401(k) Retirement Plan reported $18M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,972 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

First Bank 401(k) Retirement Plan covers 241 participants in New Jersey, about 29% of the average New Jersey filer (state average ~844 per filing). Assets: $18M.

#4,972
in Finance & Insurance (8,869 peers)
+34.0%
assets growth YoY

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

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

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

$17,528,006 Top 30% higher than 70% 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 Bank 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. First Bank 401(k) Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Bank 401(k) Retirement Plan reported net income rose from -$961K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • First Bank 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • First Bank 401(k) Retirement Plan reported participants rose from 218 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208164471 · First Bank PY 2023 · 401(k)

First Bank 401(k) Retirement Plan · $18M · 241 · 70th

  • BOOK $18M
  • VS-ST 241
  • BOY 70th
  • SCH 401(k)
  • EBSA near F.L. Crane & Sons, Inc. 401(k) Plan
  • PART ind #4972

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 New Jersey →

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

First Bank 401(k) Retirement PlanFirst Bank 401(k) Retirement…$18MF.L. Crane & Sons, Inc. 401(k) PlanF.L. Crane & Sons, Inc. 401(…$18MWhite River Bancshares Company 401(k) PlanWhite River Bancshares Compa…$18MMarkforged, Inc Retirement PlanMarkforged, Inc Retirement P…$18MCopeland, Stair, Valz & Lovell, LLP 401(k) PlanCopeland, Stair, Valz & Love…$18M
End-of-year total assets ($M) among First Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN208164471
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Bank)

Sponsor-wide plan assets over time

All First Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 65.9282994721554% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $21.7M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 218 $13M
2023 1 241 $18M
2024 1 294 $22M

Nearby 401(k) Plans in New Jersey

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

First Bank 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants First Bank 401(k) Retirement Plan, Total assets ($B): 0.017528006 · Participants: 241First Bank 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
First Bank 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare First Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is F.L. Crane & Sons, Inc. 401(k) Plan in MS ($18M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Bank 401(k) Retirement Plan assets move in 2023? ▼
First Bank 401(k) Retirement Plan surged - up 34.0% during 2023, from $13M to $18M. Reported net income was $4M.
How have First Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Bank's sponsor-wide assets grew 65.9%, from $13M to $22M.
Which 401(k) plans are similar in size to First Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is F.L. Crane & Sons, Inc. 401(k) Plan in MS ($18M, 382 participants).
Which 401(k) plans cover a similar participant headcount to First Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M 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 208164471.

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.