401(k) · DOL Form 5500 · 2024

First State Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
93
Participants Small participant base
64th
Percentile by assets National rank
$161,804
Avg per participant Above avg balance/head
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Official DOL plan name: First State Bank 401(k) Savings Plan · Sponsored by First State Bank · Wisconsin · Finance & Insurance

$15M in assets, 93 participants

First State Bank's First State Bank 401(k) Savings Plan reported $15M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,144 in Finance & Insurance (8,549 peers)

First State Bank multi-year trail

First State Bank's plans moved +20.3% in assets from 2022 to 2024; this filing shows First State Bank 401(k) Savings Plan at $15M / 93 participants.

#4,144
in Finance & Insurance (8,549 peers)
+1.7%
assets growth YoY

First State Bank 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

First State Bank 401(k) Savings Plan vs every filed plan by assets

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

$15,047,781 Top 36% higher than 64% 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 State Bank 401(k) Savings 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 State Bank 401(k) Savings Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Bank 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $246K in the plan year 2024 filing.
  • First State Bank 401(k) Savings Plan reported participants fell from 105 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • First State Bank 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390281110 · First State Bank PY 2024 · 401(k)

First State Bank 401(k) Savings Plan · $15M · 93 · 64th

  • EBSA $15M
  • PART 93
  • TYPE 64th
  • NET 401(k)
  • BOOK near Deep Well Services 401(k) Profit Sharing Plan
  • VS-ST ind #4144

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 Wisconsin →

First State Bank 401(k) Savings Plan in the asset neighbourhood

First State Bank 401(k) Savings PlanFirst State Bank 401(k) Savi…$15MDeep Well Services 401(k) Profit Sharing PlanDeep Well Services 401(k) Pr…$15MSinglestone 401(k) Retirement PlanSinglestone 401(k) Retiremen…$15MC&w Services Security Fund 401(k) PlanC&w Services Security Fund 4…$15MT a Systems, Inc. Integrated 401 (K) Profit Sharing PlanT a Systems, Inc. Integrated…$15M
End-of-year total assets ($M) among First State Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First State Bank multi-year asset trail

Sponsor-wide plan assets over time

All First State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 20.281961711603333% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $15.1M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 101 $13M
2023 1 105 $15M
2024 1 93 $15M

First State Bank filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$246K
Employer EIN390281110
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

First State Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants First State Bank 401(k) Savings Plan, Total assets ($B): 0.015047781 · Participants: 93First State Bank 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
First State Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare First State Bank 401(k) Savings Plan side-by-side with 3 peers →

First State Bank 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Deep Well Services 401(k) Profit Sharing Plan in PA ($15M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 State Bank 401(k) Savings Plan assets move in 2024? ▼
First State Bank 401(k) Savings Plan edged up modestly - up 1.7% during 2024, from $15M to $15M. Reported net income was $246K.
How have First State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank's sponsor-wide assets grew 20.3%, from $13M to $15M.
Which 401(k) plans are similar in size to First State Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deep Well Services 401(k) Profit Sharing Plan in PA ($15M, 528 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 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 390281110.

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.