Profit Sharing · DOL Form 5500 · 2024

First Citizens Bank of Butte Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
36th
Percentile by assets National rank
$176,358
Avg per participant Above avg balance/head
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Official DOL plan name: First Citizens Bank of Butte Profit Sharing Trust · Sponsored by First Citizens Bank of Butte · Montana · Finance & Insurance

$3M in assets, 19 participants

First Citizens Bank of Butte's First Citizens Bank of Butte Profit Sharing Trust reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,006 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

First Citizens Bank of Butte Profit Sharing Trust holds $3M for 19 participants - about $176,358 per participant, in the lower half of filed plans by assets.

#2,006
in Finance & Insurance (8,549 peers)
+1.4%
assets growth YoY

First Citizens Bank of Butte Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

First Citizens Bank of Butte Profit Sharing Trust vs every filed plan by assets

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

$3,350,806 36th percentile higher than 36% 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 Citizens Bank of Butte Profit Sharing 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 Citizens Bank of Butte Profit Sharing Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Citizens Bank of Butte Profit Sharing Trust reported net income fell from $174K in the plan year 2023 filing to $46K in the plan year 2024 filing.
  • First Citizens Bank of Butte Profit Sharing Trust reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • First Citizens Bank of Butte Profit Sharing Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810358197 · First Citizens Bank of Butte PY 2024 · Profit Sharing

First Citizens Bank of Butte Profit Sharing Trust · $3M · 19 · 36th

  • TYPE $3M
  • TYPE 19
  • TYPE 36th
  • TYPE Profit Sharing
  • TYPE near A & B Mechanical Contractors, Inc. Employees' Retirement Plan
  • TYPE ind #2006

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 Montana →

First Citizens Bank of Butte Profit Sharing Trust in the asset neighbourhood

First Citizens Bank of Butte Profit Sharing TrustFirst Citizens Bank of Butte…$3MA & B Mechanical Contractors, Inc. Employees' Retirement PlanA & B Mechanical Contractors…$3MC&m Associates, Inc. Retirement TrustC&m Associates, Inc. Retirem…$3MR & L Investments Inc Profit Sharing PlanR & L Investments Inc Profit…$3MPorter Supply Co. Profit Sharing PlanPorter Supply Co. Profit Sha…$3M
End-of-year total assets ($M) among First Citizens Bank of Butte Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$46K
Employer EIN810358197
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Citizens Bank of Butte)

Sponsor-wide plan assets over time

All First Citizens Bank of Butte plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.999740069140331% vs 2022
2024 filing year
$3.1M$3.2M$3.3M$3.4M 202220232024 $3.13M $3.35M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 21 $3M
2024 1 19 $3M

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

First Citizens Bank of Butte Profit Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 010203040 Total assets ($M) Participants First Citizens Bank of Butte Profit Sharing Trust, Total assets ($M): 3.350806 · Participants: 19First Citizens Bank of Butte Profit Sharing TrustRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan, Total assets ($M): 29.784406 · Participants: 147Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 19.423785 · Participants: 227Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 18.451598 · Participants: 24Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 17.843577 · Participants: 194Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 14.934049 · Participants: 296Cabinet Peaks Medical Center Personal Retirement Plan
First Citizens Bank of Butte Profit Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare First Citizens Bank of Butte Profit Sharing Trust side-by-side with 3 peers →

First Citizens Bank of Butte Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is A & B Mechanical Contractors, Inc. Employees' Retirement Plan in UT ($3M); by covered participants it is V Dudziak Inc. Retirement Plan in CA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Citizens Bank of Butte Profit Sharing Trust assets move in 2024? ▼
First Citizens Bank of Butte Profit Sharing Trust edged up modestly - up 1.4% during 2024, from $3M to $3M. Reported net income was $46K.
How have First Citizens Bank of Butte plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Citizens Bank of Butte's sponsor-wide assets grew 7.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to First Citizens Bank of Butte Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is A & B Mechanical Contractors, Inc. Employees' Retirement Plan in UT ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to First Citizens Bank of Butte Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is V Dudziak Inc. Retirement Plan in CA (19 participants, $1M 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 810358197.

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.