401(k) · DOL Form 5500 · 2023

Firstrust Savings Bank 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
468
Participants
89th
Percentile by assets
$155,324
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Firstrust 401(k) and Profit Sharing Plan · Sponsored by Firstrust Savings Bank · Pennsylvania · Finance & Insurance

$73M in assets, 468 participants

Firstrust Savings Bank's Firstrust 401(k) and Profit Sharing Plan reported $73M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #7,349 in Finance & Insurance (8,869 peers)

Where Firstrust 401(k) and Profit Sharing Plan sits by assets

Firstrust 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $73M for 468 participants (~$155,324/participant), up 19.3% in 2023.

$73M
total plan assets (2023 EOY)
468
covered participants
89th
percentile by assets (of 127,072 plans)
$155,324
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Firstrust 401(k) and Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Firstrust 401(k) and Profit Sharing Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Firstrust 401(k) and Profit Sharing Plan vs the 2023 asset distribution

By assets, Firstrust 401(k) and Profit Sharing Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$73M
Net Income$12M
Employer EIN230970971
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstrust Savings Bank)

$50M$60M$70M$80M$90M 202220232024 $61M $83.5M ▲ +37.0%
Total plan assets by year, all Firstrust Savings Bank plans on file
Year Plans Participants Total Assets
2022 1 464 $61M
2023 1 468 $73M
2024 1 466 $83M

Nearby 401(k) Plans in Pennsylvania

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

Firstrust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Firstrust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Firstrust 401(k) and…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
Firstrust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Firstrust 401(k) and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Firstrust 401(k) and Profit Sharing Plan assets move in 2023?
Firstrust 401(k) and Profit Sharing Plan grew sharply - up 19.3% during 2023, from $61M to $73M. Reported net income was $12M.
How have Firstrust Savings Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Firstrust Savings Bank's sponsor-wide assets grew 37.0%, from $61M to $83M.
Where does Firstrust 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers?
Firstrust 401(k) and Profit Sharing Plan ranks in the 89th 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 Firstrust 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is New York Yankees Employee Investment Plan in FL ($73M, 509 participants).

Next read for Firstrust 401(k) and Profit Sharing Plan

Scale reading

Ways to act on Firstrust 401(k) and Profit Sharing Plan's numbers.