401(k) · DOL Form 5500 · 2024

First State Bank of Forsyth 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
38th
Percentile by assets National rank
$305,131
Avg per participant High balance/head
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Official DOL plan name: First State Bank of Forsyth Retirement Savings Plan and Trust · Sponsored by First State Bank of Forsyth · Montana · Finance & Insurance

$4M in assets, 13 participants

First State Bank of Forsyth's First State Bank of Forsyth Retirement Savings Plan and Trust reported $4M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,158 in Finance & Insurance (8,549 peers)

First State Bank of Forsyth multi-year trail

First State Bank of Forsyth's plans moved +37.0% in assets from 2022 to 2024; this filing shows First State Bank of Forsyth Retirement Savings Plan and Trust at $4M / 13 participants.

#2,158
in Finance & Insurance (8,549 peers)
+12.7%
assets growth YoY

First State Bank of Forsyth Retirement Savings Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

First State Bank of Forsyth Retirement Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,966,700 38th percentile higher than 38% of 123,620 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 2024

First State Bank of Forsyth Retirement Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First State Bank of Forsyth Retirement Savings Plan and Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Bank of Forsyth Retirement Savings Plan and Trust reported net income fell from $624K in the plan year 2023 filing to $447K in the plan year 2024 filing.
  • First State Bank of Forsyth Retirement Savings Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810136360 · First State Bank of Forsyth PY 2024 · 401(k)

First State Bank of Forsyth Retirement Savings Plan and Trust · $4M · 13 · 38th

  • TYPE $4M
  • TYPE 13
  • TYPE 38th
  • TYPE 401(k)
  • TYPE near Kleinfeld Associates 401(k) Plan
  • TYPE ind #2158

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 Montana →

First State Bank of Forsyth Retirement Savings Plan and Trust in the asset neighbourhood

First State Bank of Forsyth Retirement Savings Plan and TrustFirst State Bank of Forsyth …$4MKleinfeld Associates 401(k) PlanKleinfeld Associates 401(k) …$4MAce Pump Corporation Retirement PlanAce Pump Corporation Retirem…$4MRjb Wholesale, Inc. Profit Sharing & 401(k) PlanRjb Wholesale, Inc. Profit S…$4MLanair Products, LLC Retirement PlanLanair Products, LLC Retirem…$4M
End-of-year total assets ($M) among First State Bank of Forsyth Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First State Bank of Forsyth multi-year asset trail

Sponsor-wide plan assets over time

All First State Bank of Forsyth plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.983983368672604% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.9M $3.97M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 13 $4M
2024 1 13 $4M

First State Bank of Forsyth filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$447K
Employer EIN810136360
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

First State Bank of Forsyth Retirement Savings Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants First State Bank of Forsyth Retirement Savings Plan and Trust, Total assets ($M): 3.9667 · Participants: 13First State Bank of Forsyth Retirement Savings Plan and TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
First State Bank of Forsyth Retirement Savings Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare First State Bank of Forsyth Retirement Savings Plan and Trust side-by-side with 3 peers →

First State Bank of Forsyth Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Kleinfeld Associates 401(k) Plan in NY ($4M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First State Bank of Forsyth Retirement Savings Plan and Trust assets move in 2024? ▼
First State Bank of Forsyth Retirement Savings Plan and Trust grew at a solid clip - up 12.7% during 2024, from $4M to $4M. Reported net income was $447K.
How have First State Bank of Forsyth plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank of Forsyth's sponsor-wide assets grew 37.0%, from $3M to $4M.
Which 401(k) plans are similar in size to First State Bank of Forsyth Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kleinfeld Associates 401(k) Plan in NY ($4M, 183 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank of Forsyth Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810136360.

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.