401(k) · DOL Form 5500 · 2024
First Breckinridge Bancshares, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 375
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $78,698
- Avg per participant Below avg balance/head
Official DOL plan name: First Breckinridge Bancshares, Inc. Retirement Plan · Sponsored by First Breckinridge Bancshares, Inc. · Kentucky · Finance & Insurance
$30M in assets, 375 participants
First Breckinridge Bancshares, Inc.'s First Breckinridge Bancshares, Inc. Retirement Plan reported $30M in total assets and 375 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #5,503 in Finance & Insurance (8,549 peers)
Where First Breckinridge Bancshares, Inc. Retirement Plan sits by assets
First Breckinridge Bancshares, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 375 participants (~$78,698/participant), up 10.7% in 2024.
- #5,503
- in Finance & Insurance (8,549 peers)
- +10.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
First Breckinridge Bancshares, Inc. Retirement Plan's outsized position by total assets
First Breckinridge Bancshares, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,511,598 Top 23% higher than 77% 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 Breckinridge Bancshares, Inc. Retirement 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 Breckinridge Bancshares, Inc. Retirement Plan sits mid-pack in the medium band (375 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- First Breckinridge Bancshares, Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- First Breckinridge Bancshares, Inc. Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- First Breckinridge Bancshares, Inc. Retirement Plan reported participants rose from 362 in the plan year 2023 filing to 375 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 611035990 · First Breckinridge Bancshares, Inc. PY 2024 · 401(k)
First Breckinridge Bancshares, Inc. Retirement Plan · $30M · 375 · 77th
- RANK $30M
- RANK 375
- RANK 77th
- RANK 401(k)
- RANK near Caruso Management Company 401(k) Retirement Savings Plan and Trust
- RANK ind #5503
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 Kentucky →
First Breckinridge Bancshares, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 611035990 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Breckinridge Bancshares, Inc.)
Sponsor-wide plan assets over time
All First Breckinridge Bancshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 29.199576444466956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $23M |
| 2023 | 1 | 362 | $27M |
| 2024 | 1 | 375 | $30M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
First Breckinridge Bancshares, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Caruso Management Company 401(k) Retirement Savings Plan and Trust in CA ($30M); by covered participants it is Easypost 401(k) Plan in UT (375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Caruso Management Company 401(k) Retirement Savings Plan and Trust (CA) $30M · 175
- Radius Aerospace, Inc. 401(k) Plan (AR) $30M · 624
- Polysciences, Inc. 401(k) Plan (PA) $30M · 251
- Aaa Central Penn 401(k) Plan (PA) $30M · 192
Similar participant headcount
Nearest other-state filings by covered participants (375 participants); asset peers above are excluded.
- Easypost 401(k) Plan (UT) 375 · 0 off
- Airmar Technology Corporation 401(k) Plan (NH) 375 · 0 off
- U. S. Engineering Company Holdings 401(k) Profit Sharing Plan & Trust (MO) 375 · 0 off
- Bi-Con Services, Inc. 401(k) Profit Sharing Plan (OH) 375 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.