Profit Sharing · DOL Form 5500 · 2022

First Whitney Bank & Trust Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
27th
Percentile by assets National rank
$73,691
Avg per participant Below avg balance/head
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Official DOL plan name: First Whitney Bank & Trust Profit Sharing Plan · Sponsored by First Whitney Bank & Trust · Iowa · Finance & Insurance

$1M in assets, 16 participants

First Whitney Bank & Trust's First Whitney Bank & Trust Profit Sharing Plan reported $1M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,650 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

First Whitney Bank & Trust Profit Sharing Plan holds $1M for 16 participants - about $73,691 per participant, in the lower half of filed plans by assets.

#1,650
in Finance & Insurance (9,261 peers)
-4.9%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Whitney Bank & Trust Profit Sharing Plan among the smaller filed plans by assets

First Whitney Bank & Trust Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,179,048 27th percentile higher than 27% of 139,123 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 2022

First Whitney Bank & Trust Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Whitney Bank & Trust Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 420599210 · First Whitney Bank & Trust PY 2022 · Profit Sharing

First Whitney Bank & Trust Profit Sharing Plan · $1M · 16 · 27th

  • BOOK $1M
  • VS-ST 16
  • BOY 27th
  • SCH Profit Sharing
  • EBSA near Cwynar and Kohut Profit Sharing Plan
  • PART ind #1650

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 Iowa →

First Whitney Bank & Trust Profit Sharing Plan in the asset neighbourhood

First Whitney Bank & Trust Profit Sharing PlanFirst Whitney Bank & Trust P…$1MCwynar and Kohut Profit Sharing PlanCwynar and Kohut Profit Shar…$1MAce Hardware of Madison Inc. Retirement PlanAce Hardware of Madison Inc.…$1MIncrease, Inc. Retirement PlanIncrease, Inc. Retirement Pl…$1MMarcan Consulting Pension PlanMarcan Consulting Pension Pl…$1M
End-of-year total assets ($M) among First Whitney Bank & Trust Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$60K
Employer EIN420599210
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

First Whitney Bank & Trust Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 0510152025 Total assets ($M) Participants First Whitney Bank & Trust Profit Sharing Plan, Total assets ($M): 1.179048 · Participants: 16First Whitney Bank & Trust Profit Sharing PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 21.182486 · Participants: 12Liberty Pattern Company Profit Sharing PlanCambridge Investment Group, Inc. Profit Sharing Plan, Total assets ($M): 17.001274 · Participants: 772Cambridge Investment Group, Inc. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 16.565021 · Participants: 219Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 14.749988 · Participants: 227Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 14.268608 · Participants: 80Hwh Corporation Employees' Profit Sharing Plan and Trust
First Whitney Bank & Trust Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare First Whitney Bank & Trust Profit Sharing Plan side-by-side with 3 peers →

First Whitney Bank & Trust Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Cwynar and Kohut Profit Sharing Plan in CA ($1M); by covered participants it is Mincey Enterprises Inc. Retirement Plan in VA (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First Whitney Bank & Trust Profit Sharing Plan assets move in 2022? ▼
First Whitney Bank & Trust Profit Sharing Plan edged down modestly - down 4.9% during 2022, from $1M to $1M. Reported net income was -$60K.
Which Profit Sharing plans are similar in size to First Whitney Bank & Trust Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cwynar and Kohut Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to First Whitney Bank & Trust Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mincey Enterprises Inc. Retirement Plan in VA (16 participants, $862K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420599210.

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.