401(k)
2023 plan-year 401(k) DOL Form 5500

Firstbank Holding Company Savings and ESOP

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Firstbank Holding Company · Colorado · Management of Enterprises

What the 2023 filing shows

Firstbank Holding Company Savings and ESOP holds $579M for 2,886 participants — about $200,541 per participant, up 12.1% over the 2023 plan year.

$579M
total plan assets (2023 EOY)
2,886
covered participants
$200,541
avg assets per participant
+12.1%
assets growth YoY
Total Assets (2023)
$579M
Participants
2,886
State
Industry
Management of Enterprises

What the Filing Says About Firstbank Holding Company Savings and ESOP

Firstbank Holding Company Savings and ESOP is a 401(k) retirement plan sponsored by Firstbank Holding Company, headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports $579M in total end-of-year assets and covers 2,886 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 840826848, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $516M at the beginning of 2023 to $579M at year-end — a gain of 12.1%. Net assets (after liabilities) closed the year at $579M, with reported net income of $63M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$516M
Total Assets (End of Year)$579M
Net Assets (End of Year)$579M
Net Income$63M
Plan Type401(k)
Employer EIN840826848
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstbank Holding Company)

Year Plans Participants Total Assets
2022 1 2,758 $516M
2023 1 2,886 $579M
2024 1 2,746 $651M

Nearby 401(k) Plans in Colorado

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Frequently Asked Questions

How much money is in the Firstbank Holding Company Savings and ESOP?
As of the 2023 Form 5500 filing, Firstbank Holding Company Savings and ESOP holds $579M in total assets with 2,886 participants. It is sponsored by Firstbank Holding Company.
What type of plan is Firstbank Holding Company Savings and ESOP?
Firstbank Holding Company Savings and ESOP is a 401(k) plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 840826848.
Who sponsors the Firstbank Holding Company Savings and ESOP?
Firstbank Holding Company Savings and ESOP is sponsored by Firstbank Holding Company, located in Colorado. The sponsor's EIN is 840826848 and the plan operates in the Management of Enterprises industry.
How did Firstbank Holding Company Savings and ESOP perform in 2023?
Firstbank Holding Company Savings and ESOP grew by 12.1% during 2023, moving from $516M to $579M in total assets. Net income was $63M.
Where can I find official filings for Firstbank Holding Company Savings and ESOP?
Official Form 5500 filings for Firstbank Holding Company Savings and ESOP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840826848 or plan name at efast.dol.gov.
How does Firstbank Holding Company Savings and ESOP compare to other plans?
You can compare Firstbank Holding Company Savings and ESOP against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 840826848.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.