401(k) · DOL Form 5500 · 2023

First Breckinridge Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
362
Participants Below avg headcount
77th
Percentile by assets National rank
$73,675
Avg per participant Below avg balance/head
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Official DOL plan name: First Breckinridge Bancshares, Inc. Retirement Plan · Sponsored by First Breckinridge Bancshares, Inc. · Kentucky · Finance & Insurance

$27M in assets, 362 participants

First Breckinridge Bancshares, Inc.'s First Breckinridge Bancshares, Inc. Retirement Plan reported $27M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,828 in Finance & Insurance (8,869 peers)

Where First Breckinridge Bancshares, Inc. Retirement Plan sits by assets

First Breckinridge Bancshares, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 362 participants (~$73,675/participant), up 16.8% in 2023.

#5,828
in Finance & Insurance (8,869 peers)
+16.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

First Breckinridge Bancshares, Inc. Retirement Plan's outsized position by total assets

First Breckinridge Bancshares, Inc. Retirement Plan vs every filed plan by assets

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

$26,670,491 Top 23% higher than 77% 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 Breckinridge Bancshares, Inc. 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 Breckinridge Bancshares, Inc. Retirement Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Breckinridge Bancshares, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • First Breckinridge Bancshares, Inc. Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • First Breckinridge Bancshares, Inc. Retirement Plan reported participants rose from 345 in the plan year 2022 filing to 362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611035990 · First Breckinridge Bancshares, Inc. PY 2023 · 401(k)

First Breckinridge Bancshares, Inc. Retirement Plan · $27M · 362 · 77th

  • VS-ST $27M
  • VS-ST 362
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near Ward Kraft Retirement Plan
  • VS-ST ind #5828

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 Kentucky →

First Breckinridge Bancshares, Inc. Retirement Plan in the asset neighbourhood

First Breckinridge Bancshares, Inc. Retirement PlanFirst Breckinridge Bancshare…$27MWard Kraft Retirement Plan$27MEngle Printing & Publishing Co., Inc. 401(k) PlanEngle Printing & Publishing …$27MUfcw Members, Local Unions, and Multi-Employer 401(k) PlanUfcw Members, Local Unions, …$27MEemployers Solutions, Inc. Multiple Employer PlanEemployers Solutions, Inc. M…$27M
End-of-year total assets ($M) among First Breckinridge Bancshares, Inc. 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)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN611035990
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Breckinridge Bancshares, Inc.)

Sponsor-wide plan assets over time

All First Breckinridge Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 29.199576444466956% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $29.5M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 345 $23M
2023 1 362 $27M
2024 1 375 $30M

Nearby 401(k) Plans in Kentucky

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

First Breckinridge Bancshares, Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants First Breckinridge Bancshares, Inc. Retirement Plan, Total assets ($B): 0.026670491 · Participants: 362First Breckinridge Bancshares, Inc. Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
First Breckinridge Bancshares, Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare First Breckinridge Bancshares, Inc. Retirement Plan side-by-side with 3 peers →

First Breckinridge Bancshares, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Ward Kraft Retirement Plan in KS ($27M); by covered participants it is Bk Medical Holding Company, Inc. 401(k) Plan in MA (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Breckinridge Bancshares, Inc. Retirement Plan assets move in 2023? ▼
First Breckinridge Bancshares, Inc. Retirement Plan grew sharply - up 16.8% during 2023, from $23M to $27M. Reported net income was $4M.
How have First Breckinridge Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Breckinridge Bancshares, Inc.'s sponsor-wide assets grew 29.2%, from $23M to $30M.
Where does First Breckinridge Bancshares, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
First Breckinridge Bancshares, Inc. Retirement Plan ranks in the 77th 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 First Breckinridge Bancshares, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ward Kraft Retirement Plan in KS ($27M, 231 participants).
Which 401(k) plans cover a similar participant headcount to First Breckinridge Bancshares, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bk Medical Holding Company, Inc. 401(k) Plan in MA (362 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 611035990.

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.