401(k) · DOL Form 5500 · 2023

Fentura Financial Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
214
Participants Below avg headcount
76th
Percentile by assets National rank
$115,429
Avg per participant Below avg balance/head
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Official DOL plan name: Fentura Financial, Inc. Ee Deferred Comp & ESOP · Sponsored by Fentura Financial Inc. · Michigan · Finance & Insurance

$25M in assets, 214 participants

Fentura Financial Inc.'s Fentura Financial, Inc. Ee Deferred Comp & ESOP reported $25M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,675 in Finance & Insurance (8,869 peers)

Coverage in Michigan

Fentura Financial, Inc. Ee Deferred Comp & ESOP covers 214 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $25M.

#5,675
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Fentura Financial, Inc. Ee Deferred Comp & ESOP's outsized position by total assets

Fentura Financial, Inc. Ee Deferred Comp & ESOP vs every filed plan by assets

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

$24,701,700 Top 24% higher than 76% 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

Fentura Financial, Inc. Ee Deferred Comp & ESOP 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. Fentura Financial, Inc. Ee Deferred Comp & ESOP sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fentura Financial, Inc. Ee Deferred Comp & ESOP reported net income rose from -$189K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fentura Financial, Inc. Ee Deferred Comp & ESOP end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Fentura Financial, Inc. Ee Deferred Comp & ESOP reported participants rose from 203 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382806518 · Fentura Financial Inc. PY 2023 · 401(k)

Fentura Financial, Inc. Ee Deferred Comp & ESOP · $25M · 214 · 76th

  • VS-ST $25M
  • VS-ST 214
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Butler Supply Retirement Savings Plan
  • VS-ST ind #5675

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 Michigan →

Fentura Financial, Inc. Ee Deferred Comp & ESOP in the asset neighbourhood

General Catalyst Enterprises, Inc. 401(k) Savings PlanGeneral Catalyst Enterprises…$25MFentura Financial, Inc. Ee Deferred Comp & ESOPFentura Financial, Inc. Ee D…$25MButler Supply Retirement Savings PlanButler Supply Retirement Sav…$25MRiesterer & Schnell 401(k) PlanRiesterer & Schnell 401(k) P…$25MQuality Select 401(k) Plan$25M
End-of-year total assets ($M) among Fentura Financial, Inc. Ee Deferred Comp & ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN382806518
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fentura Financial Inc.)

Sponsor-wide plan assets over time

All Fentura Financial Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 27.421504683098913% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20M $25.5M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 203 $20M
2023 1 214 $25M
2024 1 214 $26M

Nearby 401(k) Plans in Michigan

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

Fentura Financial, Inc. Ee Deferred Comp & ESOP vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Fentura Financial, Inc. Ee Deferred Comp & ESOP, Total assets ($B): 0.0247017 · Participants: 214Fentura Financial, Inc. Ee Deferred Comp & ESOPGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Fentura Financial, Inc. Ee Deferred Comp & ESOP vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Fentura Financial, Inc. Ee Deferred Comp & ESOP side-by-side with 3 peers →

Fentura Financial, Inc. Ee Deferred Comp & ESOP's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Butler Supply Retirement Savings Plan in MO ($25M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Fentura Financial, Inc. Ee Deferred Comp & ESOP assets move in 2023? ▼
Fentura Financial, Inc. Ee Deferred Comp & ESOP grew sharply - up 23.4% during 2023, from $20M to $25M. Reported net income was $5M.
How have Fentura Financial Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fentura Financial Inc.'s sponsor-wide assets grew 27.4%, from $20M to $26M.
Where does Fentura Financial, Inc. Ee Deferred Comp & ESOP rank by assets among Form 5500 filers? ▼
Fentura Financial, Inc. Ee Deferred Comp & ESOP ranks in the 76th 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 Fentura Financial, Inc. Ee Deferred Comp & ESOP? ▼
Among 401(k) plans in other states, the closest by assets is Butler Supply Retirement Savings Plan in MO ($25M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Fentura Financial, Inc. Ee Deferred Comp & ESOP? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 382806518.

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.