401(k) · DOL Form 5500 · 2024

First Bank of Clewiston 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
110
Participants Small participant base
58th
Percentile by assets National rank
$103,115
Avg per participant Below avg balance/head
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Official DOL plan name: First Bank of Clewiston ESOP &401(k) Profit Sharing Plan · Sponsored by First Bank of Clewiston · Florida · Finance & Insurance

$11M in assets, 110 participants

First Bank of Clewiston's First Bank of Clewiston ESOP &401(k) Profit Sharing Plan reported $11M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,621 in Finance & Insurance (8,549 peers)

Coverage in Florida

First Bank of Clewiston ESOP &401(k) Profit Sharing Plan covers 110 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#3,621
in Finance & Insurance (8,549 peers)
+11.9%
assets growth YoY

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

First Bank of Clewiston ESOP &401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,342,670 Top 42% higher than 58% 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 Bank of Clewiston ESOP &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 Bank of Clewiston ESOP &401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Bank of Clewiston ESOP &401(k) Profit Sharing Plan reported net income rose from $833K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • First Bank of Clewiston ESOP &401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • First Bank of Clewiston ESOP &401(k) Profit Sharing Plan reported participants rose from 106 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 590242465 · First Bank of Clewiston PY 2024 · 401(k)

First Bank of Clewiston ESOP &401(k) Profit Sharing Plan · $11M · 110 · 58th

  • RANK $11M
  • PHOTO 110
  • IND 58th
  • EOY 401(k)
  • 5500 near Five Rivers Health Centers 401(k) Plan
  • ASSETS ind #3621

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 Florida →

First Bank of Clewiston ESOP &401(k) Profit Sharing Plan in the asset neighbourhood

First Bank of Clewiston ESOP &401(k) Profit Sharing PlanFirst Bank of Clewiston ESOP…$11MFive Rivers Health Centers 401(k) PlanFive Rivers Health Centers 4…$11MKlasko Immigration Law Partners, LLPKlasko Immigration Law Partn…$11MSpandex Holdings, Utah, LLC Employees 401(k) Savings PlanSpandex Holdings, Utah, LLC …$11MPreferred Companies 401(k) Retirement PlanPreferred Companies 401(k) R…$11M
End-of-year total assets ($M) among First Bank of Clewiston ESOP &401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN590242465
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Bank of Clewiston)

Sponsor-wide plan assets over time

All First Bank of Clewiston plans reported in each filing year

Latest sponsor-wide plan assets
$11M 21.07207461749323% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.37M $11.3M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 108 $9M
2023 1 106 $10M
2024 1 110 $11M

Nearby 401(k) Plans in Florida

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

First Bank of Clewiston ESOP &401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants First Bank of Clewiston ESOP &401(k) Profit Sharing Plan, Total assets ($B): 0.01134267 · Participants: 110First Bank of Clewiston ESOP &401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
First Bank of Clewiston ESOP &401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare First Bank of Clewiston ESOP &401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Five Rivers Health Centers 401(k) Plan in OH ($11M); by covered participants it is Excel Machinery, Ltd. 401(k) Profit Sharing Plan in TX (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Bank of Clewiston ESOP &401(k) Profit Sharing Plan assets move in 2024? ▼
First Bank of Clewiston ESOP &401(k) Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $10M to $11M. Reported net income was $1M.
How have First Bank of Clewiston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Bank of Clewiston's sponsor-wide assets grew 21.1%, from $9M to $11M.
Which 401(k) plans are similar in size to First Bank of Clewiston ESOP &401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Five Rivers Health Centers 401(k) Plan in OH ($11M, 304 participants).
Which 401(k) plans cover a similar participant headcount to First Bank of Clewiston ESOP &401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Excel Machinery, Ltd. 401(k) Profit Sharing Plan in TX (110 participants, $7M 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 590242465.

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.