401(k) · DOL Form 5500 · 2023

First State Holding Co. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
153
Participants Small participant base
68th
Percentile by assets National rank
$100,171
Avg per participant Below avg balance/head
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Official DOL plan name: First State Holding Co. 401(k) Retirement Plan · Sponsored by First State Holding Co. · Nebraska · Finance & Insurance

$15M in assets, 153 participants

First State Holding Co.'s First State Holding Co. 401(k) Retirement Plan reported $15M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,685 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

First State Holding Co. 401(k) Retirement Plan covers 153 participants in Nebraska, about 28% of the average Nebraska filer (state average ~552 per filing). Assets: $15M.

#4,685
in Finance & Insurance (8,869 peers)
+7.2%
assets growth YoY

First State Holding Co. 401(k) Retirement Plan's outsized position by total assets

First State Holding Co. 401(k) Retirement Plan vs every filed plan by assets

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

$15,326,230 Top 32% higher than 68% 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 State Holding Co. 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 State Holding Co. 401(k) Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First State Holding Co. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First State Holding Co. 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • First State Holding Co. 401(k) Retirement Plan reported participants rose from 146 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470593732 · First State Holding Co. PY 2023 · 401(k)

First State Holding Co. 401(k) Retirement Plan · $15M · 153 · 68th

  • SCH $15M
  • EBSA 153
  • PART 68th
  • TYPE 401(k)
  • NET near Community Living Services, Inc. 401(k) Plan
  • BOOK ind #4685

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 Nebraska →

First State Holding Co. 401(k) Retirement Plan in the asset neighbourhood

First State Holding Co. 401(k) Retirement PlanFirst State Holding Co. 401(…$15MCommunity Living Services, Inc. 401(k) PlanCommunity Living Services, I…$15MCorvus Insurance Holdings 401(k) PlanCorvus Insurance Holdings 40…$15MTennessee Tractor, LLC Retirement Savings PlanTennessee Tractor, LLC Retir…$15MOilmen's Equipment Corporation Profit Sharing and 401(k) Savings PlanOilmen's Equipment Corporati…$15M
End-of-year total assets ($M) among First State Holding Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN470593732
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Holding Co.)

Sponsor-wide plan assets over time

All First State Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 14.970115850272606% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.3M $16.4M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 146 $14M
2023 1 153 $15M
2024 1 154 $16M

Nearby 401(k) Plans in Nebraska

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

First State Holding Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants First State Holding Co. 401(k) Retirement Plan, Total assets ($B): 0.01532623 · Participants: 153First State Holding Co. 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
First State Holding Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare First State Holding Co. 401(k) Retirement Plan side-by-side with 3 peers →

First State Holding Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Community Living Services, Inc. 401(k) Plan in ND ($15M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 State Holding Co. 401(k) Retirement Plan assets move in 2023? ▼
First State Holding Co. 401(k) Retirement Plan grew at a solid clip - up 7.2% during 2023, from $14M to $15M. Reported net income was $1M.
How have First State Holding Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Holding Co.'s sponsor-wide assets grew 15.0%, from $14M to $16M.
Which 401(k) plans are similar in size to First State Holding Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Living Services, Inc. 401(k) Plan in ND ($15M, 219 participants).
Which 401(k) plans cover a similar participant headcount to First State Holding Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 470593732.

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.