401(k) · DOL Form 5500 · 2024
First United Bank and Trust Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $95,310
- Avg per participant Below avg balance/head
Official DOL plan name: First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust · Sponsored by First United Bank and Trust Company · Kentucky · Finance & Insurance
$9M in assets, 90 participants
First United Bank and Trust Company's First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust reported $9M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,121 in Finance & Insurance (8,549 peers)
First United Bank and Trust Company multi-year trail
First United Bank and Trust Company's plans moved +29.4% in assets from 2022 to 2024; this filing shows First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust at $9M / 90 participants.
- #3,121
- in Finance & Insurance (8,549 peers)
- +6.7%
- assets growth YoY
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,577,931 Top 48% higher than 52% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $583K in the plan year 2024 filing.
- First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust reported participants fell from 100 in the plan year 2023 filing to 90 in the plan year 2024 filing.
- First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 611299746 · First United Bank and Trust Company PY 2024 · 401(k)
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust · $9M · 90 · 52nd
- PHOTO $9M
- PHOTO 90
- PHOTO 52nd
- PHOTO 401(k)
- PHOTO near Metro Mini Storage Retirement Plan
- PHOTO ind #3121
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 Kentucky →
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust in the asset neighbourhood
First United Bank and Trust Company multi-year asset trail
Sponsor-wide plan assets over time
All First United Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 29.419950144704675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $7M |
| 2023 | 1 | 100 | $8M |
| 2024 | 1 | 90 | $9M |
First United Bank and Trust Company filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $583K |
| Employer EIN | 611299746 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
First United Bank and Trust Company 401(k) Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Metro Mini Storage Retirement Plan in AL ($9M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- 501st Transport Inc 401(k) Profit Sharing Plan & Trust (NY) 90 · 0 off
- Furuno USA, Inc. 401(k) Plan (WA) 90 · 0 off
- Gas Equipment Company, Inc. 401(k) Plan (TX) 90 · 0 off
- Tylok 401(k) Plan (OH) 90 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.