401(k) · DOL Form 5500 · 2024

First Bank of the Lake 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
181
Participants Below avg headcount
56th
Percentile by assets National rank
$54,798
Avg per participant Low balance/head
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Official DOL plan name: First Bank of the Lake Savings & Retirement Plan · Sponsored by First Bank of the Lake · Missouri · Finance & Insurance

$10M in assets, 181 participants

First Bank of the Lake's First Bank of the Lake Savings & Retirement Plan reported $10M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,363 in Finance & Insurance (8,549 peers)

Coverage in Missouri

First Bank of the Lake Savings & Retirement Plan covers 181 participants in Missouri, about 25% of the average Missouri filer (state average ~737 per filing). Assets: $10M.

#3,363
in Finance & Insurance (8,549 peers)
+66.1%
assets growth YoY

First Bank of the Lake Savings & Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

First Bank of the Lake Savings & Retirement Plan vs every filed plan by assets

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

$9,918,416 Top 44% higher than 56% 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 Bank of the Lake Savings & 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 Bank of the Lake Savings & Retirement Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Bank of the Lake Savings & Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • First Bank of the Lake Savings & Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • First Bank of the Lake Savings & Retirement Plan reported participants rose from 177 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431397506 · First Bank of the Lake PY 2024 · 401(k)

First Bank of the Lake Savings & Retirement Plan · $10M · 181 · 56th

  • EOY $10M
  • 5500 181
  • ASSETS 56th
  • PCT 401(k)
  • EIN near Ponca Tribe of Nebraska 401(k) Plan
  • RANK ind #3363

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 Missouri →

First Bank of the Lake Savings & Retirement Plan in the asset neighbourhood

First Bank of the Lake Savings & Retirement PlanFirst Bank of the Lake Savin…$10MPonca Tribe of Nebraska 401(k) PlanPonca Tribe of Nebraska 401(…$10MG Michael Lopez, M.D. Self Employed Profit Sharing PlanG Michael Lopez, M.D. Self E…$10MJrayl Transport Inc. Retirement Savings PlanJrayl Transport Inc. Retirem…$10MNew York Hotel & Motel Trades Council AFL-CIO, Staff Pension PlanNew York Hotel & Motel Trade…$10M
End-of-year total assets ($M) among First Bank of the Lake Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN431397506
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Bank of the Lake)

Sponsor-wide plan assets over time

All First Bank of the Lake plans reported in each filing year

Latest sponsor-wide plan assets
$10M 171.39026817476494% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $3.65M $9.92M ▲ +171.8%
Year Plans Participants Total Assets
2022 1 131 $4M
2023 1 177 $6M
2024 1 181 $10M

Nearby 401(k) Plans in Missouri

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

First Bank of the Lake Savings & Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants First Bank of the Lake Savings & Retirement Plan, Total assets ($B): 0.009918416 · Participants: 181First Bank of the Lake Savings & Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
First Bank of the Lake Savings & Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare First Bank of the Lake Savings & Retirement Plan side-by-side with 3 peers →

First Bank of the Lake Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ponca Tribe of Nebraska 401(k) Plan in NE ($10M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Bank of the Lake Savings & Retirement Plan assets move in 2024? ▼
First Bank of the Lake Savings & Retirement Plan surged - up 66.1% during 2024, from $6M to $10M. Reported net income was $4M.
How have First Bank of the Lake plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Bank of the Lake's sponsor-wide assets grew 171.4%, from $4M to $10M.
Which 401(k) plans are similar in size to First Bank of the Lake Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ponca Tribe of Nebraska 401(k) Plan in NE ($10M, 249 participants).
Which 401(k) plans cover a similar participant headcount to First Bank of the Lake Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 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 431397506.

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.