401(k) · DOL Form 5500 · 2024

First Citizens Financial Corporation 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
214
Participants Below avg headcount
82nd
Percentile by assets National rank
$195,468
Avg per participant Above avg balance/head
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Official DOL plan name: First Citizens Financial Corp. 401(k) Savings Plan · Sponsored by First Citizens Financial Corporation · Iowa · Finance & Insurance

$42M in assets, 214 participants

First Citizens Financial Corporation's First Citizens Financial Corp. 401(k) Savings Plan reported $42M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,169 in Finance & Insurance (8,549 peers)

Coverage in Iowa

First Citizens Financial Corp. 401(k) Savings Plan covers 214 participants in Iowa, about 35% of the average Iowa filer (state average ~609 per filing). Assets: $42M.

#6,169
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

First Citizens Financial Corp. 401(k) Savings Plan's outsized position by total assets

First Citizens Financial Corp. 401(k) Savings Plan vs every filed plan by assets

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

$41,830,149 Top 18% higher than 82% 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 Citizens Financial Corp. 401(k) Savings 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 Citizens Financial Corp. 401(k) Savings Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Citizens Financial Corp. 401(k) Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • First Citizens Financial Corp. 401(k) Savings Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • First Citizens Financial Corp. 401(k) Savings Plan reported participants fell from 221 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421113318 · First Citizens Financial Corporation PY 2024 · 401(k)

First Citizens Financial Corp. 401(k) Savings Plan · $42M · 214 · 82nd

  • PART $42M
  • PART 214
  • PART 82nd
  • PART 401(k)
  • PART near Phoenix Suns 401(k) Salary Savings Plan
  • PART ind #6169

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 Iowa →

First Citizens Financial Corp. 401(k) Savings Plan in the asset neighbourhood

First Citizens Financial Corp. 401(k) Savings PlanFirst Citizens Financial Cor…$42MPhoenix Suns 401(k) Salary Savings PlanPhoenix Suns 401(k) Salary S…$42MMedifast, Inc. 401(k) Plan$42MCentral Farm Service 401(k) PlanCentral Farm Service 401(k) …$42MPrimera Engineers 401(k) Plan$42M
End-of-year total assets ($M) among First Citizens Financial Corp. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN421113318
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Citizens Financial Corporation)

Sponsor-wide plan assets over time

All First Citizens Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$77M 19.81414810302251% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.5M $77.2M ▲ +19.8%
Year Plans Participants Total Assets
2022 2 389 $64M
2023 2 415 $69M
2024 2 413 $77M

Nearby 401(k) Plans in Iowa

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

First Citizens Financial Corp. 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants First Citizens Financial Corp. 401(k) Savings Plan, Total assets ($B): 0.041830149 · Participants: 214First Citizens Financial Corp. 401(k) Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
First Citizens Financial Corp. 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare First Citizens Financial Corp. 401(k) Savings Plan side-by-side with 3 peers →

First Citizens Financial Corp. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Phoenix Suns 401(k) Salary Savings Plan in AZ ($42M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Citizens Financial Corp. 401(k) Savings Plan assets move in 2024? ▼
First Citizens Financial Corp. 401(k) Savings Plan grew sharply - up 17.9% during 2024, from $35M to $42M. Reported net income was $6M.
How have First Citizens Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Citizens Financial Corporation's sponsor-wide assets grew 19.8%, from $64M to $77M.
Where does First Citizens Financial Corp. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
First Citizens Financial Corp. 401(k) Savings Plan ranks in the 82nd 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 First Citizens Financial Corp. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Suns 401(k) Salary Savings Plan in AZ ($42M, 444 participants).
Which 401(k) plans cover a similar participant headcount to First Citizens Financial Corp. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 421113318.

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.