401(k) · DOL Form 5500 · 2024

Firstrust Savings Bank 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
466
Participants Below avg headcount
89th
Percentile by assets National rank
$179,146
Avg per participant Above avg balance/head
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Official DOL plan name: Firstrust 401(k) and Profit Sharing Plan · Sponsored by Firstrust Savings Bank · Pennsylvania · Finance & Insurance

$83M in assets, 466 participants

Firstrust Savings Bank's Firstrust 401(k) and Profit Sharing Plan reported $83M in total assets and 466 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,101 in Finance & Insurance (8,549 peers)

Where Firstrust 401(k) and Profit Sharing Plan sits by assets

Firstrust 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $83M for 466 participants (~$179,146/participant), up 14.8% in 2024.

#7,101
in Finance & Insurance (8,549 peers)
+14.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Firstrust 401(k) and Profit Sharing Plan's outsized position by total assets

Firstrust 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$83,481,887 Top 11% higher than 89% 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

Firstrust 401(k) and Profit Sharing 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. Firstrust 401(k) and Profit Sharing Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Firstrust 401(k) and Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Firstrust 401(k) and Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 230970971 · Firstrust Savings Bank PY 2024 · 401(k)

Firstrust 401(k) and Profit Sharing Plan · $83M · 466 · 89th

  • BOOK $83M
  • BOOK 466
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust
  • BOOK ind #7101

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 Pennsylvania →

Firstrust 401(k) and Profit Sharing Plan in the asset neighbourhood

Sun Communities, Inc. 401(k) PlanSun Communities, Inc. 401(k)…$83MFirstrust 401(k) and Profit Sharing PlanFirstrust 401(k) and Profit …$83MSheehan Phinney Bass & Green PA Profit Sharing Plan and TrustSheehan Phinney Bass & Green…$83MDpt Laboratories, Ltd. 401(k) PlanDpt Laboratories, Ltd. 401(k…$83MCitrus World, Inc. 401(k) Retirement PlanCitrus World, Inc. 401(k) Re…$83M
End-of-year total assets ($M) among Firstrust 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$83M
Net Income$11M
Employer EIN230970971
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstrust Savings Bank)

Sponsor-wide plan assets over time

All Firstrust Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$83M 36.96074055301916% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61M $83.5M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 464 $61M
2023 1 468 $73M
2024 1 466 $83M

Nearby 401(k) Plans in Pennsylvania

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

Firstrust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Firstrust 401(k) and Profit Sharing Plan, Total assets ($B): 0.083481887 · Participants: 466Firstrust 401(k) and Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Firstrust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Firstrust 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Firstrust 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust in NH ($83M); by covered participants it is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Firstrust 401(k) and Profit Sharing Plan assets move in 2024? ▼
Firstrust 401(k) and Profit Sharing Plan grew at a solid clip - up 14.8% during 2024, from $73M to $83M. Reported net income was $11M.
How have Firstrust Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstrust Savings Bank's sponsor-wide assets grew 37.0%, from $61M to $83M.
Where does Firstrust 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Firstrust 401(k) and Profit Sharing Plan ranks in the 89th 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 Firstrust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust in NH ($83M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Firstrust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants, $8M 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 230970971.

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.