401(k) · DOL Form 5500 · 2023

Firstperryton Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
205
Participants Below avg headcount
78th
Percentile by assets National rank
$130,821
Avg per participant Near avg balance/head
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Official DOL plan name: Firstbank Southwest 401(k) & Profit Sharing Plan · Sponsored by Firstperryton Bancorp, Inc. · Texas · Finance & Insurance

$27M in assets, 205 participants

Firstperryton Bancorp, Inc.'s Firstbank Southwest 401(k) & Profit Sharing Plan reported $27M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,837 in Finance & Insurance (8,869 peers)

Coverage in Texas

Firstbank Southwest 401(k) & Profit Sharing Plan covers 205 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#5,837
in Finance & Insurance (8,869 peers)
+8.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Firstbank Southwest 401(k) & Profit Sharing Plan's outsized position by total assets

Firstbank Southwest 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$26,818,232 Top 22% higher than 78% 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

Firstbank Southwest 401(k) & Profit Sharing 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. Firstbank Southwest 401(k) & Profit Sharing Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Firstbank Southwest 401(k) & Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Firstbank Southwest 401(k) & Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Firstbank Southwest 401(k) & Profit Sharing Plan reported participants rose from 194 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751869513 · Firstperryton Bancorp, Inc. PY 2023 · 401(k)

Firstbank Southwest 401(k) & Profit Sharing Plan · $27M · 205 · 78th

  • BOOK $27M
  • VS-ST 205
  • BOY 78th
  • SCH 401(k)
  • EBSA near The Davis Companies 401(k) Plan
  • PART ind #5837

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 Texas →

Firstbank Southwest 401(k) & Profit Sharing Plan in the asset neighbourhood

Firstbank Southwest 401(k) & Profit Sharing PlanFirstbank Southwest 401(k) &…$27MThe Davis Companies 401(k) PlanThe Davis Companies 401(k) P…$27MAndrews Federal Credit Union 401(k) PlanAndrews Federal Credit Union…$27MLakeshore Beverage 401(k) PlanLakeshore Beverage 401(k) Pl…$27MEastwood Homes Profit Sharing 401(k) PlanEastwood Homes Profit Sharin…$27M
End-of-year total assets ($M) among Firstbank Southwest 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN751869513
Plan Effective Date1948-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstperryton Bancorp, Inc.)

Sponsor-wide plan assets over time

All Firstperryton Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 19.97592909993512% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $29.7M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 194 $25M
2023 1 205 $27M
2024 1 228 $30M

Nearby 401(k) Plans in Texas

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

Firstbank Southwest 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Firstbank Southwest 401(k) & Profit Sharing Plan, Total assets ($B): 0.026818232 · Participants: 205Firstbank Southwest 401(k) & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Firstbank Southwest 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Firstbank Southwest 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Firstbank Southwest 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Davis Companies 401(k) Plan in MA ($27M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Firstbank Southwest 401(k) & Profit Sharing Plan assets move in 2023? ▼
Firstbank Southwest 401(k) & Profit Sharing Plan grew at a solid clip - up 8.2% during 2023, from $25M to $27M. Reported net income was $2M.
How have Firstperryton Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstperryton Bancorp, Inc.'s sponsor-wide assets grew 20.0%, from $25M to $30M.
Where does Firstbank Southwest 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Firstbank Southwest 401(k) & Profit Sharing Plan ranks in the 78th 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 Firstbank Southwest 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Davis Companies 401(k) Plan in MA ($27M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Firstbank Southwest 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 751869513.

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.