401(k) · DOL Form 5500 · 2024

First National Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
106
Participants Small participant base
63rd
Percentile by assets National rank
$131,825
Avg per participant Near avg balance/head
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Official DOL plan name: First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by First National Bancorp, Inc. · Montana · Finance & Insurance

$14M in assets, 106 participants

First National Bancorp, Inc.'s First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $14M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,010 in Finance & Insurance (8,549 peers)

Coverage in Montana

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions covers 106 participants in Montana, about 39% of the average Montana filer (state average ~271 per filing). Assets: $14M.

#4,010
in Finance & Insurance (8,549 peers)
+11.4%
assets growth YoY

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's mid-pack asset rank among Finance & Insurance and all filers

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

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

$13,973,402 Top 37% higher than 63% 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 National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions 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 National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported participants rose from 98 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810433412 · First National Bancorp, Inc. PY 2024 · 401(k)

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $14M · 106 · 63rd

  • EBSA $14M
  • PART 106
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Jamis Group 401(k) Plan
  • VS-ST ind #4010

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 Montana →

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsFirst National Bancorp, Inc.…$14MJamis Group 401(k) Plan$14MWalter P. Rawl & Sons, Inc. Retirement PlanWalter P. Rawl & Sons, Inc. …$14MAvala 401(k) Plan$14MAnchor Retirement Savings PlanAnchor Retirement Savings Pl…$14M
End-of-year total assets ($M) among First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN810433412
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bancorp, Inc.)

Sponsor-wide plan assets over time

All First National Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 22.11033587547044% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.4M $14M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 95 $11M
2023 1 98 $13M
2024 1 106 $14M

Nearby 401(k) Plans in Montana

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

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($M): 13.973402 · Participants: 106First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Montana, assets vs. participants
Compare First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Jamis Group 401(k) Plan in CO ($14M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2024? ▼
First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions grew at a solid clip - up 11.4% during 2024, from $13M to $14M. Reported net income was $1M.
How have First National Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bancorp, Inc.'s sponsor-wide assets grew 22.1%, from $11M to $14M.
Which 401(k) plans are similar in size to First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Jamis Group 401(k) Plan in CO ($14M, 75 participants).
Which 401(k) plans cover a similar participant headcount to First National Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 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 810433412.

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.