401(k) · DOL Form 5500 · 2024
Farmers State Financial Corporation 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $93,968
- Avg per participant Below avg balance/head
Official DOL plan name: Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Farmers State Financial Corporation · Montana · Management of Enterprises
$13M in assets, 137 participants
Farmers State Financial Corporation's Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust reported $13M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #502 in Management of Enterprises (1,133 peers)
What the 2024 filing shows
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust holds $13M for 137 participants - about $93,968 per participant, above the median plan by assets.
- #502
- in Management of Enterprises (1,133 peers)
- +4.0%
- assets growth YoY
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,873,550 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust reported net income fell from $644K in the plan year 2023 filing to $498K in the plan year 2024 filing.
- Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust reported participants rose from 132 in the plan year 2023 filing to 137 in the plan year 2024 filing.
DOL schedule card
Filing strip 810488654 · Farmers State Financial Corporation PY 2024 · 401(k)
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust · $13M · 137 · 61st
- VS-ST $13M
- BOY 137
- SCH 61st
- EBSA 401(k)
- PART near Garner Industries, LLC 401(k) Profit Sharing Plan
- TYPE ind #502
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 Management of Enterprises retirement plans → · Plans in Montana →
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $498K |
| Employer EIN | 810488654 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Farmers State Financial Corporation)
Sponsor-wide plan assets over time
All Farmers State Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 9.73894277997536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $12M |
| 2023 | 1 | 132 | $12M |
| 2024 | 1 | 137 | $13M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Farmers State Financial Corporation Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Garner Industries, LLC 401(k) Profit Sharing Plan in NE ($13M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Garner Industries, LLC 401(k) Profit Sharing Plan (NE) $13M · 129
- Nest Egg 401(k) Retirement Savings Plan (CA) $13M · 187
- Go-Mart, Inc. 401(k) Plan (WV) $13M · 861
- Zenni Optical 401(k) Plan (CA) $13M · 272
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Ims Logistics 401(k) Employee Retirement Plan (MS) 137 · 0 off
- Johnstone Supply of Detroit 401(k) Plan (MI) 137 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 137 · 0 off
- Lloyd Management Retirement Savings Plan (MN) 137 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.