Profit Sharing · DOL Form 5500 · 2022

Iowa Trust and Savings Bank Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
32
Participants Small participant base
46th
Percentile by assets National rank
$127,883
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iowa Trust and Savings Bank Employees Profit Sharing Plan · Sponsored by Iowa Trust and Savings Bank · Iowa · Finance & Insurance

$4M in assets, 32 participants

Iowa Trust and Savings Bank's Iowa Trust and Savings Bank Employees Profit Sharing Plan reported $4M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,965 in Finance & Insurance (9,261 peers)

Iowa Trust and Savings Bank multi-year trail

Iowa Trust and Savings Bank's plans moved +26.5% in assets from 2022 to 2024; this filing shows Iowa Trust and Savings Bank Employees Profit Sharing Plan at $4M / 32 participants.

#2,965
in Finance & Insurance (9,261 peers)
-16.5%
assets change YoY

The plan reported a net loss of $807K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iowa Trust and Savings Bank Employees Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Iowa Trust and Savings Bank Employees Profit Sharing Plan vs every filed plan by assets

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

$4,092,259 46th percentile higher than 46% 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

Iowa Trust and Savings Bank Employees 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. Iowa Trust and Savings Bank Employees Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

DOL schedule card

Filing strip 420336370 · Iowa Trust and Savings Bank PY 2022 · Profit Sharing

Iowa Trust and Savings Bank Employees Profit Sharing Plan · $4M · 32 · 46th

  • IND $4M
  • IND 32
  • IND 46th
  • IND Profit Sharing
  • IND near Parnell Medical Corporation Profit Sharing Plan
  • IND ind #2965

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 →

Iowa Trust and Savings Bank Employees Profit Sharing Plan in the asset neighbourhood

John L Duran Profit Sharing PlanJohn L Duran Profit Sharing …$4MIowa Trust and Savings Bank Employees Profit Sharing PlanIowa Trust and Savings Bank …$4MParnell Medical Corporation Profit Sharing PlanParnell Medical Corporation …$4MTaavon's Lucky Penny Corporation Retirement PlanTaavon's Lucky Penny Corpora…$4MK Michael Leavitt Chartered Profit Sharing Plan and TrustK Michael Leavitt Chartered …$4M
End-of-year total assets ($M) among Iowa Trust and Savings Bank Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Iowa Trust and Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Iowa Trust and Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.50413866766497% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.09M $5.18M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 32 $4M
2023 1 25 $5M
2024 1 33 $5M

Iowa Trust and Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$807K
Employer EIN420336370
Plan Effective Date1969-01-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Iowa Trust and Savings Bank Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 0510152025 Total assets ($M) Participants Iowa Trust and Savings Bank Employees Profit Sharing Plan, Total assets ($M): 4.092259 · Participants: 32Iowa Trust and Savings Bank Employees 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
Iowa Trust and Savings Bank Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Iowa Trust and Savings Bank Employees Profit Sharing Plan side-by-side with 3 peers →

Iowa Trust and Savings Bank Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Parnell Medical Corporation Profit Sharing Plan in CA ($4M); by covered participants it is Moreton Cares Inc. Retirement Plan in TX (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Iowa Trust and Savings Bank Employees Profit Sharing Plan assets move in 2022? ▼
Iowa Trust and Savings Bank Employees Profit Sharing Plan declined sharply - down 16.5% during 2022, from $5M to $4M. Reported net income was -$807K.
How have Iowa Trust and Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Trust and Savings Bank's sponsor-wide assets grew 26.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Iowa Trust and Savings Bank Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Parnell Medical Corporation Profit Sharing Plan in CA ($4M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Iowa Trust and Savings Bank Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Moreton Cares Inc. Retirement Plan in TX (32 participants, $2M 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 420336370.

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.