401(k) · DOL Form 5500 · 2024

First National Bank and Trust Company of Beloit 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
274
Participants Below avg headcount
80th
Percentile by assets National rank
$127,720
Avg per participant Near avg balance/head
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Official DOL plan name: Centre 1 Bancorp, Inc. 401(k) Plan · Sponsored by First National Bank and Trust Company of Beloit · Wisconsin · Finance & Insurance

$35M in assets, 274 participants

First National Bank and Trust Company of Beloit's Centre 1 Bancorp, Inc. 401(k) Plan reported $35M in total assets and 274 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.

  • #5,825 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Centre 1 Bancorp, Inc. 401(k) Plan covers 274 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.

#5,825
in Finance & Insurance (8,549 peers)
+12.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Centre 1 Bancorp, Inc. 401(k) Plan's outsized position by total assets

Centre 1 Bancorp, Inc. 401(k) Plan vs every filed plan by assets

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

$34,995,370 Top 20% higher than 80% 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

Centre 1 Bancorp, Inc. 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. Centre 1 Bancorp, Inc. 401(k) Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Centre 1 Bancorp, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Centre 1 Bancorp, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Centre 1 Bancorp, Inc. 401(k) Plan reported participants fell from 283 in the plan year 2023 filing to 274 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390159135 · First National Bank and Trust Company of Beloit PY 2024 · 401(k)

Centre 1 Bancorp, Inc. 401(k) Plan · $35M · 274 · 80th

  • IND $35M
  • IND 274
  • IND 80th
  • IND 401(k)
  • IND near Commercial Credit Group Inc. 401(k) Plan
  • IND ind #5825

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 →

Centre 1 Bancorp, Inc. 401(k) Plan in the asset neighbourhood

Centre 1 Bancorp, Inc. 401(k) PlanCentre 1 Bancorp, Inc. 401(k…$35MCommercial Credit Group Inc. 401(k) PlanCommercial Credit Group Inc.…$35MVan Tuyl Companies 401 (K) PlanVan Tuyl Companies 401 (K) P…$35MThe Detroit Lions 401(k) Plan$35MBulley and Andrews 401(k) Savings PlanBulley and Andrews 401(k) Sa…$35M
End-of-year total assets ($M) among Centre 1 Bancorp, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN390159135
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank and Trust Company of Beloit)

Sponsor-wide plan assets over time

All First National Bank and Trust Company of Beloit plans reported in each filing year

Latest sponsor-wide plan assets
$35M 33.121581151933235% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $35M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 285 $26M
2023 1 283 $31M
2024 1 274 $35M

Nearby 401(k) Plans in Wisconsin

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

Centre 1 Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Centre 1 Bancorp, Inc. 401(k) Plan, Total assets ($B): 0.03499537 · Participants: 274Centre 1 Bancorp, Inc. 401(k) 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
Centre 1 Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Centre 1 Bancorp, Inc. 401(k) Plan side-by-side with 3 peers →

Centre 1 Bancorp, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Commercial Credit Group Inc. 401(k) Plan in NC ($35M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Centre 1 Bancorp, Inc. 401(k) Plan assets move in 2024? ▼
Centre 1 Bancorp, Inc. 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $31M to $35M. Reported net income was $4M.
How have First National Bank and Trust Company of Beloit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank and Trust Company of Beloit's sponsor-wide assets grew 33.1%, from $26M to $35M.
Where does Centre 1 Bancorp, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Centre 1 Bancorp, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Centre 1 Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commercial Credit Group Inc. 401(k) Plan in NC ($35M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Centre 1 Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phenomebio Inc. 401(k) Plan in CA (274 participants, N/A 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 390159135.

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.