401(k) · DOL Form 5500 · 2024

First National Bank of Moose Lake 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
23
Participants Small participant base
59th
Percentile by assets National rank
$498,353
Avg per participant High balance/head
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Official DOL plan name: First National Bank of Moose Lake Profit Sharing and ESOP Plan · Sponsored by First National Bank of Moose Lake · Minnesota · Finance & Insurance

$11M in assets, 23 participants

First National Bank of Moose Lake's First National Bank of Moose Lake Profit Sharing and ESOP Plan reported $11M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,637 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

First National Bank of Moose Lake Profit Sharing and ESOP Plan holds $11M for 23 participants - about $498,353 per participant, above the median plan by assets.

#3,637
in Finance & Insurance (8,549 peers)
-4.5%
assets change YoY

The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Bank of Moose Lake Profit Sharing and ESOP Plan's mid-pack asset rank among Finance & Insurance and all filers

First National Bank of Moose Lake Profit Sharing and ESOP Plan vs every filed plan by assets

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

$11,462,115 Top 41% higher than 59% 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 National Bank of Moose Lake Profit Sharing and ESOP Plan 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 National Bank of Moose Lake Profit Sharing and ESOP Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First National Bank of Moose Lake Profit Sharing and ESOP Plan reported net income fell from $559K in the plan year 2023 filing to -$541K in the plan year 2024 filing.
  • First National Bank of Moose Lake Profit Sharing and ESOP Plan reported participants fell from 25 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • First National Bank of Moose Lake Profit Sharing and ESOP Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410425123 · First National Bank of Moose Lake PY 2024 · 401(k)

First National Bank of Moose Lake Profit Sharing and ESOP Plan · $11M · 23 · 59th

  • VS-ST $11M
  • BOY 23
  • SCH 59th
  • EBSA 401(k)
  • PART near H.F. Cox, Inc. 401(k) Plan
  • TYPE ind #3637

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 Minnesota →

First National Bank of Moose Lake Profit Sharing and ESOP Plan in the asset neighbourhood

First National Bank of Moose Lake Profit Sharing and ESOP PlanFirst National Bank of Moose…$11MH.F. Cox, Inc. 401(k) Plan$11MMarcal Manufacturing, LLC Union 401(k) PlanMarcal Manufacturing, LLC Un…$11MLeigh Fibers, LLC Incentive Savings and Retirement PlanLeigh Fibers, LLC Incentive …$11MReuben,Junius & Rose, LLP 401(k) Profit Sharing PlanReuben,Junius & Rose, LLP 40…$11M
End-of-year total assets ($M) among First National Bank of Moose Lake Profit Sharing and ESOP Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$541K
Employer EIN410425123
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank of Moose Lake)

Sponsor-wide plan assets over time

All First National Bank of Moose Lake plans reported in each filing year

Latest sponsor-wide plan assets
$11M 0.1596053775608733% vs 2022
2024 filing year
$11.2M$11.4M$11.6M$11.8M$12M$12.2M 202220232024 $11.4M $11.5M ▲ +0.2%
Year Plans Participants Total Assets
2022 1 27 $11M
2023 1 25 $12M
2024 1 23 $11M

Nearby 401(k) Plans in Minnesota

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

First National Bank of Moose Lake Profit Sharing and ESOP Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants First National Bank of Moose Lake Profit Sharing and ESOP Plan, Total assets ($B): 0.011462115 · Participants: 23First National Bank of Moose Lake Profit Sharing and ESOP PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
First National Bank of Moose Lake Profit Sharing and ESOP Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

First National Bank of Moose Lake Profit Sharing and ESOP Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is H.F. Cox, Inc. 401(k) Plan in CA ($11M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 National Bank of Moose Lake Profit Sharing and ESOP Plan assets move in 2024?
First National Bank of Moose Lake Profit Sharing and ESOP Plan edged down modestly - down 4.5% during 2024, from $12M to $11M. Reported net income was -$541K.
How have First National Bank of Moose Lake plan assets changed over time?
Across 3 plan years on file (2022-2024), First National Bank of Moose Lake's sponsor-wide assets grew 0.2%, from $11M to $11M.
Which 401(k) plans are similar in size to First National Bank of Moose Lake Profit Sharing and ESOP Plan?
Among 401(k) plans in other states, the closest by assets is H.F. Cox, Inc. 401(k) Plan in CA ($11M, 271 participants).
Which 401(k) plans cover a similar participant headcount to First National Bank of Moose Lake Profit Sharing and ESOP Plan?
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M in assets).