401(k) · DOL Form 5500 · 2024

First State Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
157
Participants Small participant base
59th
Percentile by assets National rank
$75,608
Avg per participant Below avg balance/head
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Official DOL plan name: First State Bank 401(k) Profit Sharing Plan · Sponsored by First State Bank · Ohio · Finance & Insurance

$12M in assets, 157 participants

First State Bank's First State Bank 401(k) Profit Sharing Plan reported $12M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,710 in Finance & Insurance (8,549 peers)

Coverage in Ohio

First State Bank 401(k) Profit Sharing Plan covers 157 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#3,710
in Finance & Insurance (8,549 peers)
+15.0%
assets growth YoY

First State Bank 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

First State Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,870,458 Top 41% higher than 59% 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 State Bank 401(k) 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. First State Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Bank 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • First State Bank 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • First State Bank 401(k) Profit Sharing Plan reported participants rose from 151 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 314344400 · First State Bank PY 2024 · 401(k)

First State Bank 401(k) Profit Sharing Plan · $12M · 157 · 59th

  • RANK $12M
  • RANK 157
  • RANK 59th
  • RANK 401(k)
  • RANK near S & S Steel Buildings, Inc.401(k) Plan & Trust
  • RANK ind #3710

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 Ohio →

First State Bank 401(k) Profit Sharing Plan in the asset neighbourhood

First State Bank 401(k) Profit Sharing PlanFirst State Bank 401(k) Prof…$12MS & S Steel Buildings, Inc.401(k) Plan & TrustS & S Steel Buildings, Inc.4…$12MThe Martec Group 401(k) Profit Sharing PlanThe Martec Group 401(k) Prof…$12MSmucker Company Savings and Retirement 401(k) PlanSmucker Company Savings and …$12MWalborsky Bradley & Fleming, PLLC Profit Sharing PlanWalborsky Bradley & Fleming,…$12M
End-of-year total assets ($M) among First State Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN314344400
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bank)

Sponsor-wide plan assets over time

All First State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$12M 45.89315551524291% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.14M $11.9M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 136 $8M
2023 1 151 $10M
2024 1 157 $12M

Nearby 401(k) Plans in Ohio

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

First State Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants First State Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.011870458 · Participants: 157First State Bank 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
First State Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare First State Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is S & S Steel Buildings, Inc.401(k) Plan & Trust in LA ($12M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 State Bank 401(k) Profit Sharing Plan assets move in 2024? ▼
First State Bank 401(k) Profit Sharing Plan grew at a solid clip - up 15.0% during 2024, from $10M to $12M. Reported net income was $2M.
How have First State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank's sponsor-wide assets grew 45.9%, from $8M to $12M.
Which 401(k) plans are similar in size to First State Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is S & S Steel Buildings, Inc.401(k) Plan & Trust in LA ($12M, 56 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 314344400.

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.