How big is First Busey Corporation's plan?

First Busey Corporation's plan reported $268.2M in assets and 1,521 participants for 2024.

Original filing (PDF)20250718131411NAL0000927987002

First Busey Corporation

Name: First Busey Corporation — First Busey Corporation, Form 5500 (2024)
Creator: First Busey Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Busey Corporation Profit Sharing Plan and Trust

401(k) retirement plan · First Busey Corporation's First Busey Corporation Profit Sharing Plan and Trust held $268.2M in plan assets for 1,521 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Signals · 3

Late participant contributions30% employer stockCorrective distributions issued

Active participants

1,521

Accounts w/ balance

1,843

Plan assets (EOY)

$268.2M

Net assets (EOY)

$268.2M

People on this filing

Jennifer Pedersen signed First Busey Corporation's 2024 Form 5500 as plan administrator.

Jennifer Pedersen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First Busey Corporation's EIN is 37-1078406.

EIN 37-1078406

Plan number 002

Plan year 2024

ACK ID 20250718131411NAL0000927987002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Busey Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Busey Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST BUSEY CORPORATION.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 9K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

FIRST BUSEY CORPORATION

EIN

all filings

Address

115 NORTH NEIL STREET 4TH FL/HR · CHAMPAIGN, IL · 61820

Phone

(217) 351-8208

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$371K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLANNING CONSULTANTS	36-3036100	—	NONE	$10K	—

Investments

36 direct securities· $264.8M(99% of reported assets)

Other securities

$97.8M

17 holdings

Common Stocks

$79.3M

7 holdings

Mutual Funds

$51.6M

9 holdings

Common Collective Trusts

$31.5M

1 holding

Participant loans

$2.5M

1 holding

U.S. Treasuries

$2.1M

1 holding

					% of plan
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$31.5M	11.8%
First Busey Corporation Balanced	Common Stocks	—	—	$25.5M	9.5%
T. Rowe Price Retirement Fund 2030	Other securities	—	—	$23.9M	8.9%
American Funds The Growth Fund of America	Mutual Funds	—	—	$22.4M	8.4%
First Busey Corporation Growth	Common Stocks	—	—	$15.5M	5.8%
First Busey Corporation Aggressive	Common Stocks	—	—	$15.3M	5.7%
T. Rowe Price Retirement Fund 2040	Other securities	—	—	$14.6M	5.5%
T. Rowe Price Retirement Fund 2050	Other securities	—	—	$11.3M	4.2%
First Busey Corporation Moderate	Common Stocks	—	—	$10.6M	4.0%
DoubleLine Core Fixed Income Fund	Other securities	—	—	$9.2M	3.4%
First Busey Corporation Stock fund	Common Stocks	—	—	$8.8M	3.3%
Dodge and Cox Stock Fund	Mutual Funds	—	—	$8.7M	3.2%
GMO Trust International Developed Equity Allocation	Other securities	—	—	$8.4M	3.1%
T. Rowe Price Retirement Fund 2020	Other securities	—	—	$6.7M	2.5%
Charles Schwab Bank	Mutual Funds	—	—	$6.3M	2.4%
American Funds The Income Fund of America	Mutual Funds	—	—	$5.6M	2.1%
Congress Mid Cap Growth Fund	Other securities	—	—	$4.7M	1.8%
T. Rowe Price Retirement Fund 2045	Other securities	—	—	$4.4M	1.6%
T. Rowe Price Retirement Fund 2060	Other securities	—	—	$4.3M	1.6%
DFA US Targeted Value Portfolio	Mutual Funds	—	—	$3.9M	1.5%
T. Rowe Price Retirement Fund 2035	Other securities	—	—	$3.7M	1.4%
First Busey Corporation Conservative	Common Stocks	—	—	$2.9M	1.1%
Participant loans	Participant loans	—	—	$2.5M	0.9%
Federated Hermes Ultrashort Bond Fund	U.S. Treasuries	—	—	$2.1M	0.8%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$2.0M	0.7%
T. Rowe Price Retirement Fund 2025	Other securities	—	—	$1.9M	0.7%
AQR Emerging Multi-Style II	Other securities	—	—	$1.9M	0.7%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$1.5M	0.6%
T. Rowe Price Retirement Fund 2055	Other securities	—	—	$1.4M	0.5%
American Funds Euro Pacific Growth Fund	Mutual Funds	—	—	$1.1M	0.4%
T. Rowe Price Retirement Fund 2065	Other securities	—	—	$759K	0.3%
First Busey Corporation Common stock	Common Stocks	—	—	$611K	0.2%
American Century Mid Cap Value Fund	Other securities	—	—	$472K	0.2%
T. Rowe Price Retirement Fund 2010	Other securities	—	—	$43K	<0.1%
Charles Schwab Bank	Mutual Funds	—	—	$3K	<0.1%
T. Rowe Price Retirement Fund 2015	Other securities	—	—	$2K	<0.1%