401(k) · DOL Form 5500 · 2024

First National Bank of Waterloo 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
153
Participants Small participant base
66th
Percentile by assets National rank
$103,781
Avg per participant Below avg balance/head
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Official DOL plan name: First National Bank of Waterloo Profit Sharing and Savings Plan · Sponsored by First National Bank of Waterloo · Illinois · Finance & Insurance

$16M in assets, 153 participants

First National Bank of Waterloo's First National Bank of Waterloo Profit Sharing and Savings Plan reported $16M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,249 in Finance & Insurance (8,549 peers)

Coverage in Illinois

First National Bank of Waterloo Profit Sharing and Savings Plan covers 153 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#4,249
in Finance & Insurance (8,549 peers)
+13.1%
assets growth YoY

First National Bank of Waterloo Profit Sharing and Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

First National Bank of Waterloo Profit Sharing and Savings Plan vs every filed plan by assets

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

$15,878,427 Top 34% higher than 66% 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 National Bank of Waterloo Profit Sharing and Savings 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 National Bank of Waterloo Profit Sharing and Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First National Bank of Waterloo Profit Sharing and Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • First National Bank of Waterloo Profit Sharing and Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • First National Bank of Waterloo Profit Sharing and Savings Plan reported participants rose from 142 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 370573575 · First National Bank of Waterloo PY 2024 · 401(k)

First National Bank of Waterloo Profit Sharing and Savings Plan · $16M · 153 · 66th

  • EOY $16M
  • EOY 153
  • EOY 66th
  • EOY 401(k)
  • EOY near Bleakley, Cypher, Parent, Warren & Quinn, P.C. 401(k) Profit Sharing Plan
  • EOY ind #4249

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 Illinois →

First National Bank of Waterloo Profit Sharing and Savings Plan in the asset neighbourhood

First National Bank of Waterloo Profit Sharing and Savings PlanFirst National Bank of Water…$16MBleakley, Cypher, Parent, Warren & Quinn, P.C. 401(k) Profit Sharing PlanBleakley, Cypher, Parent, Wa…$16MRed Diamond, Inc. Retirement Savings PlanRed Diamond, Inc. Retirement…$16MAlpine Plywood Corporation Profit Sharing PlanAlpine Plywood Corporation P…$16MArboris LLC 401(k) Retirement PlanArboris LLC 401(k) Retiremen…$16M
End-of-year total assets ($M) among First National Bank of Waterloo Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN370573575
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank of Waterloo)

Sponsor-wide plan assets over time

All First National Bank of Waterloo plans reported in each filing year

Latest sponsor-wide plan assets
$16M 25.934975424781175% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.6M $15.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 142 $13M
2023 1 142 $14M
2024 1 153 $16M

Nearby 401(k) Plans in Illinois

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

First National Bank of Waterloo Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants First National Bank of Waterloo Profit Sharing and Savings Plan, Total assets ($B): 0.015878427 · Participants: 153First National Bank of Waterloo Profit Sharing and Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
First National Bank of Waterloo Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare First National Bank of Waterloo Profit Sharing and Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Bleakley, Cypher, Parent, Warren & Quinn, P.C. 401(k) Profit Sharing Plan in MI ($16M); by covered participants it is Complete Industries, Inc. 401(k) Profit Sharing Plan in MD (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 National Bank of Waterloo Profit Sharing and Savings Plan assets move in 2024? ▼
First National Bank of Waterloo Profit Sharing and Savings Plan grew at a solid clip - up 13.1% during 2024, from $14M to $16M. Reported net income was $2M.
How have First National Bank of Waterloo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank of Waterloo's sponsor-wide assets grew 25.9%, from $13M to $16M.
Which 401(k) plans are similar in size to First National Bank of Waterloo Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bleakley, Cypher, Parent, Warren & Quinn, P.C. 401(k) Profit Sharing Plan in MI ($16M, 31 participants).
Which 401(k) plans cover a similar participant headcount to First National Bank of Waterloo Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Complete Industries, Inc. 401(k) Profit Sharing Plan in MD (153 participants, N/A 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 370573575.

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.