401(k) · DOL Form 5500 · 2023

First National Bank and Trust Company of Beloit 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
283
Participants Below avg headcount
80th
Percentile by assets National rank
$109,768
Avg per participant Below avg balance/head
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Official DOL plan name: Centre 1 Bancorp, Inc. 401(k) Plan · Sponsored by First National Bank and Trust Company of Beloit · Wisconsin · Finance & Insurance

$31M in assets, 283 participants

First National Bank and Trust Company of Beloit's Centre 1 Bancorp, Inc. 401(k) Plan reported $31M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,118 in Finance & Insurance (8,869 peers)

Where Centre 1 Bancorp, Inc. 401(k) Plan sits by assets

Centre 1 Bancorp, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 283 participants (~$109,768/participant), up 18.2% in 2023.

#6,118
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Centre 1 Bancorp, Inc. 401(k) Plan's outsized position by total assets

Centre 1 Bancorp, Inc. 401(k) Plan vs every filed plan by assets

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

$31,064,434 Top 20% higher than 80% 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

Centre 1 Bancorp, Inc. 401(k) 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. Centre 1 Bancorp, Inc. 401(k) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Centre 1 Bancorp, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Centre 1 Bancorp, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390159135 · First National Bank and Trust Company of Beloit PY 2023 · 401(k)

Centre 1 Bancorp, Inc. 401(k) Plan · $31M · 283 · 80th

  • PART $31M
  • TYPE 283
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Feyen Zylstra L.L.C. 401(k) Plan
  • BOY ind #6118

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 Wisconsin →

Centre 1 Bancorp, Inc. 401(k) Plan in the asset neighbourhood

Feyen Zylstra L.L.C. 401(k) PlanFeyen Zylstra L.L.C. 401(k) …$31MLoral Savings Plan$31MDs Hopkins Holdings LLC Dba Council Advisors 401(k) PlanDs Hopkins Holdings LLC Dba …$31MCentre 1 Bancorp, Inc. 401(k) PlanCentre 1 Bancorp, Inc. 401(k…$31MThe 401(k) Savings Plan$31M
End-of-year total assets ($M) among Centre 1 Bancorp, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN390159135
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank and Trust Company of Beloit)

Sponsor-wide plan assets over time

All First National Bank and Trust Company of Beloit plans reported in each filing year

Latest sponsor-wide plan assets
$35M 33.121581151933235% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $35M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 285 $26M
2023 1 283 $31M
2024 1 274 $35M

Nearby 401(k) Plans in Wisconsin

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

Centre 1 Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Centre 1 Bancorp, Inc. 401(k) Plan, Total assets ($B): 0.031064434 · Participants: 283Centre 1 Bancorp, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Centre 1 Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Centre 1 Bancorp, Inc. 401(k) Plan side-by-side with 3 peers →

Centre 1 Bancorp, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Feyen Zylstra L.L.C. 401(k) Plan in MI ($31M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Centre 1 Bancorp, Inc. 401(k) Plan assets move in 2023? ▼
Centre 1 Bancorp, Inc. 401(k) Plan grew sharply - up 18.2% during 2023, from $26M to $31M. Reported net income was $5M.
How have First National Bank and Trust Company of Beloit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank and Trust Company of Beloit's sponsor-wide assets grew 33.1%, from $26M to $35M.
Where does Centre 1 Bancorp, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Centre 1 Bancorp, Inc. 401(k) Plan ranks in the 80th 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 Centre 1 Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Feyen Zylstra L.L.C. 401(k) Plan in MI ($31M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Centre 1 Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants, N/A 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 390159135.

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.