Filings through .
First Bank & Trust
Matched across 13 name variants in the filings
First Bank & Trust summary
First Bank & Trust appears on 48 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.1B in assets for 23,753 participants. The median client plan holds $22.6M. Most client plans are sponsored in SD, ND and MN. The largest clients by plan assets are Evergreen Holdings Corporation, First Bank and Hunt Electric Corporation. Plans reported $1.8M in direct and indirect compensation paid to First Bank & Trust. The median is $33K per plan.
- Participants
- 23,753
- Median plan assets
- $22.6M
- Median plan participants
- 301
- Median fees per plan
- $33K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Evergreen Holdings Corporation | MN | $462M | 425 |
| First Bank | MO | $204M | 1,621 |
| Hunt Electric Corporation | MN | $193M | 376 |
| First Bank & Trust | SD | $129M | 970 |
| Michigan Upper Peninsula IBEW | MI | $118M | 689 |
| First International Bank & Trust | ND | $114M | 783 |
| Vogel Law Firm | ND | $54.4M | 116 |
| Spee Dee Delivery Service, Inc. | MN | $52.3M | 1,285 |
| Valley Queen Cheese Factory, Inc., plan 001 | SD | $47.7M | 482 |
| Lifescape | SD | $42.4M | 1,307 |
| Furniture Mart USA, Inc. | SD | $39.9M | 1,226 |
| Prolink Staffing Services, LLC | OH | $38.0M | 4,146 |
| HMH Engineers | CA | $32.0M | 128 |
| Wall Holdings, Inc. | VA | $28.9M | 398 |
| Hamilton Center, Inc. | IN | $28.4M | 802 |
| McCormick Equipment Company, Inc. | OH | $28.0M | 245 |
| Valley Queen Cheese Factory, Inc., plan 003 | SD | $27.4M | 478 |
| Apex Engineering Group | ND | $26.5M | 147 |
| Stephens & Smith Construction Co., Inc. | NE | $25.3M | 231 |
| SFH, Inc. | ND | $24.2M | 370 |
| Glacial Lakes | SD | $24.2M | 240 |
| Schepel Buick GMC, Inc. | IN | $23.8M | 187 |
| Johnson Feed, Inc. | SD | $23.4M | 379 |
| Banner Associates, Inc. | SD | $22.8M | 131 |
| Applied Engineering, Inc. | ND | $22.4M | 264 |
- MNParticipants 425
- First Bank$204MMOParticipants 1,621
- MNParticipants 376
- First Bank & Trust$129MSDParticipants 970
- MIParticipants 689
- NDParticipants 783
- Vogel Law Firm$54.4MNDParticipants 116
- MNParticipants 1,285
- SDParticipants 482
- Lifescape$42.4MSDParticipants 1,307
- Furniture Mart USA, Inc.$39.9MSDParticipants 1,226
- OHParticipants 4,146
- HMH Engineers$32.0MCAParticipants 128
- Wall Holdings, Inc.$28.9MVAParticipants 398
- Hamilton Center, Inc.$28.4MINParticipants 802
- OHParticipants 245
- SDParticipants 478
- Apex Engineering Group$26.5MNDParticipants 147
- NEParticipants 231
- SFH, Inc.$24.2MNDParticipants 370
- Glacial Lakes$24.2MSDParticipants 240
- Schepel Buick GMC, Inc.$23.8MINParticipants 187
- Johnson Feed, Inc.$23.4MSDParticipants 379
- Banner Associates, Inc.$22.8MSDParticipants 131
- NDParticipants 264
Top client states
- SD17 plans
- ND7 plans
- MN6 plans
- IN5 plans
- OH4 plans
Frequently asked questions
- Who uses First Bank & Trust?
- 48 retirement plans list First Bank & Trust as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Evergreen Holdings Corporation, First Bank, Hunt Electric Corporation, First Bank & Trust and Michigan Upper Peninsula IBEW. Most client plans are sponsored in SD, ND and MN.
- How many plans does First Bank & Trust serve?
- First Bank & Trust serves 48 retirement plans with $2.1B in plan assets and 23,753 participants, based on the latest Form 5500 filings through 2024.
- What does First Bank & Trust charge?
- Plans reported $1.8M in total Schedule C compensation paid to First Bank & Trust. The median plan paid $33K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name First Bank & Trust as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 15 |
| Fidelity (FMR) | 14 |
| T. Rowe Price | 7 |
| Dodge & Cox | 7 |
| JPMorgan | 7 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.