ESOP · DOL Form 5500 · 2024

First National Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
28th
Percentile by assets National rank
$100,317
Avg per participant Below avg balance/head
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Official DOL plan name: First National Bank Employee Stock Ownership Plan · Sponsored by First National Bank · Kansas · Finance & Insurance

$2M in assets, 18 participants

First National Bank's First National Bank Employee Stock Ownership Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,503 in Finance & Insurance (8,549 peers)

First National Bank multi-year trail

First National Bank's plans moved +14.1% in assets from 2022 to 2024; this filing shows First National Bank Employee Stock Ownership Plan at $2M / 18 participants.

#1,503
in Finance & Insurance (8,549 peers)
+5.8%
assets growth YoY

The plan reported a net loss of $452K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Bank Employee Stock Ownership Plan among the smaller filed plans by assets

First National Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,805,707 28th percentile higher than 28% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First National Bank Employee Stock Ownership Plan reported net income fell from $141K in the plan year 2023 filing to -$452K in the plan year 2024 filing.
  • First National Bank Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • First National Bank Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 480408825 · First National Bank PY 2024 · ESOP

First National Bank Employee Stock Ownership Plan · $2M · 18 · 28th

  • PHOTO $2M
  • PHOTO 18
  • PHOTO 28th
  • PHOTO ESOP
  • PHOTO near Lincus, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1503

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 What is an ESOP? → · Plans in Kansas →

First National Bank Employee Stock Ownership Plan in the asset neighbourhood

First National Bank Employee Stock Ownership PlanFirst National Bank Employee…$2MStrategies to Empower People Employee Stock Ownership PlanStrategies to Empower People…$2MDensand Inc Employee Stock Ownership PlanDensand Inc Employee Stock O…$2MSpeer Financial, Inc. Employee Stock Ownership Plan and TrustSpeer Financial, Inc. Employ…$2MLincus, Inc. Employee Stock Ownership PlanLincus, Inc. Employee Stock …$2M
End-of-year total assets ($M) among First National Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

First National Bank multi-year asset trail

Sponsor-wide plan assets over time

All First National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.148347393474284% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.58M $1.81M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 17 $2M
2024 1 18 $2M

First National Bank filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$452K
Employer EIN480408825
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

Peer ESOP plans, same state, same plan type, ranked by total assets.

First National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400 Total assets ($M) Participants First National Bank Employee Stock Ownership Plan, Total assets ($M): 1.805707 · Participants: 18First National Bank Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, Inc. Employee Stock Ownership PlanCerris, Inc. Employee Stock Ownership Plan, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employee Stock Ownership PlanIntegra Technologies Employee Stock Ownership Plan, Total assets ($M): 143.017096 · Participants: 585Integra Technologies Employee Stock Ownership PlanHenderson Companies Employee Stock Ownership Plan, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies Employee Stock Ownership PlanBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
First National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare First National Bank Employee Stock Ownership Plan side-by-side with 3 peers →

First National Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Lincus, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Employee Stock Ownership Plan assets move in 2024? ▼
First National Bank Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2024, from $2M to $2M. Reported net income was -$452K.
How have First National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank's sponsor-wide assets grew 14.1%, from $2M to $2M.
Which ESOP plans are similar in size to First National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lincus, Inc. Employee Stock Ownership Plan in AZ ($2M, 29 participants).
Which ESOP plans cover a similar participant headcount to First National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M 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 480408825.

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.