401(k) · DOL Form 5500 · 2024
First Citizens National Bank 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 284
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $130,034
- Avg per participant Near avg balance/head
Official DOL plan name: First Citizens National Bank 401(k) Plan · Sponsored by First Citizens National Bank · Tennessee · Finance & Insurance
$37M in assets, 284 participants
First Citizens National Bank's First Citizens National Bank 401(k) Plan reported $37M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,932 in Finance & Insurance (8,549 peers)
Coverage in Tennessee
First Citizens National Bank 401(k) Plan covers 284 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $37M.
- #5,932
- in Finance & Insurance (8,549 peers)
- +13.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
First Citizens National Bank 401(k) Plan's outsized position by total assets
First Citizens National Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,929,651 Top 20% higher than 80% 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
First Citizens National Bank 401(k) Plan 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. First Citizens National Bank 401(k) Plan sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- First Citizens National Bank 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- First Citizens National Bank 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- First Citizens National Bank 401(k) Plan reported participants fell from 291 in the plan year 2023 filing to 284 in the plan year 2024 filing.
DOL schedule card
Filing strip 620201100 · First Citizens National Bank PY 2024 · 401(k)
First Citizens National Bank 401(k) Plan · $37M · 284 · 80th
- BOY $37M
- SCH 284
- EBSA 80th
- PART 401(k)
- TYPE near The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan
- NET ind #5932
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 Tennessee →
First Citizens National Bank 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 620201100 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Citizens National Bank)
Sponsor-wide plan assets over time
All First Citizens National Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 3.7375309307730897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 625 | $73M |
| 2023 | 2 | 576 | $68M |
| 2024 | 2 | 565 | $76M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
First Citizens National Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan in OK ($37M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- Crown/Loyal 401(k) Plan (NH) 284 · 0 off
- Security National Corporation Retirement Savings Plan & Trust (IA) 284 · 0 off
- Nextier Retirement Savings Plan (PA) 284 · 0 off
- Hcp Management Operations, Inc. Retirement Savings Plan (NJ) 284 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.