401(k) · DOL Form 5500 · 2024

First Book 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
81
Participants Small participant base
54th
Percentile by assets National rank
$112,014
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Book 401(k) Plan · Sponsored by First Book · District of Columbia · Other Services

$9M in assets, 81 participants

First Book's First Book 401(k) Plan reported $9M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,647 in Other Services (7,719 peers)

First Book multi-year trail

First Book's plans moved +29.5% in assets from 2022 to 2024; this filing shows First Book 401(k) Plan at $9M / 81 participants.

#5,647
in Other Services (7,719 peers)
+8.5%
assets growth YoY

First Book 401(k) Plan's mid-pack asset rank among Other Services and all filers

First Book 401(k) Plan vs every filed plan by assets

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

$9,073,105 Top 46% higher than 54% 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 Book 401(k) Plan 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 Book 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Book 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $710K in the plan year 2024 filing.
  • First Book 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • First Book 401(k) Plan reported participants rose from 79 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521779606 · First Book PY 2024 · 401(k)

First Book 401(k) Plan · $9M · 81 · 54th

  • EOY $9M
  • EOY 81
  • EOY 54th
  • EOY 401(k)
  • EOY near Jack Madden Ford Sales, Inc. Retirement Plan
  • EOY ind #5647

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 Other Services retirement plans → · Plans in District of Columbia →

First Book 401(k) Plan in the asset neighbourhood

First Book 401(k) Plan$9MJack Madden Ford Sales, Inc. Retirement PlanJack Madden Ford Sales, Inc.…$9MEquip Health 401(k) Plan$9MCota & Cota, Inc. Profit Sharing PlanCota & Cota, Inc. Profit Sha…$9MTeamwork Human Resources, Inc. MepTeamwork Human Resources, In…$9M
End-of-year total assets ($M) among First Book 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First Book multi-year asset trail

Sponsor-wide plan assets over time

All First Book plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.456997459972666% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.01M $9.07M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 84 $7M
2023 1 79 $8M
2024 1 81 $9M

First Book filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$710K
Employer EIN521779606
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

First Book 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants First Book 401(k) Plan, Total assets ($B): 0.009073105 · Participants: 81First Book 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
First Book 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare First Book 401(k) Plan side-by-side with 3 peers →

First Book 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Jack Madden Ford Sales, Inc. Retirement Plan in MA ($9M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 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 (81 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 Book 401(k) Plan assets move in 2024? ▼
First Book 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $8M to $9M. Reported net income was $710K.
How have First Book plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Book's sponsor-wide assets grew 29.5%, from $7M to $9M.
Which 401(k) plans are similar in size to First Book 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jack Madden Ford Sales, Inc. Retirement Plan in MA ($9M, 148 participants).
Which 401(k) plans cover a similar participant headcount to First Book 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 521779606.

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.