Assets by plan
Share of aggregate retirement assets
Filings through .
First Citizens Financial Corp
EIN 42-1113318Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$84.5M assets
Health & Benefits
0
Participants
531
P.O. BOX 1708, 2601 FOURTH STREET S.W. - MASON CITY, IA 504021708641-423-1600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $84.5M assets / 531 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$38.2M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
FIRST CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN
401(k)
Assets$46.3M
Participants280
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FIRST CITIZENS FINANCIAL CORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$38.2M
Participants251
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | FIRST CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN | 401(k) | $46.3M | 280 | 2025 |
| #003 | FIRST CITIZENS FINANCIAL CORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $38.2M | 251 | 2025 |
- #004 · 401(k) · 2025280
- #003 · ESOP · 2025251
Retirement plans
Health & Benefits plans