401(k) · DOL Form 5500 · 2022

Koss-Winn Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
45
Participants Small participant base
90th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Koss-Winn Bancshares, Inc. · Iowa · Management of Enterprises

$66M in assets, 45 participants

Koss-Winn Bancshares, Inc.'s Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $66M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #885 in Management of Enterprises (1,193 peers)

Where Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits by assets

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits in the top 10% of all filed plans by assets, $66M for 45 participants (~$1.5M/participant), up 4.2% in 2022.

#885
in Management of Enterprises (1,193 peers)
+4.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

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

$65,863,280 Top 10% higher than 90% 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

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions is a small filing (45 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 421139604 · Koss-Winn Bancshares, Inc. PY 2022 · 401(k)

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $66M · 45 · 90th

  • TYPE $66M
  • NET 45
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Performance Group 401(k) Retirement Savings Plan
  • SCH ind #885

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 Management of Enterprises retirement plans → · Plans in Iowa →

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Aronson LLC 401(k) Plan & TrustAronson LLC 401(k) Plan & Tr…$66MPerformance Group 401(k) Retirement Savings PlanPerformance Group 401(k) Ret…$66MKoss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsKoss-Winn Bancshares, Inc. E…$66MPlansource Financial Services, Inc. Retirement Savings PlanPlansource Financial Service…$66MWillcox & Savage, P.C. Profit-Sharing Retirement PlanWillcox & Savage, P.C. Profi…$66M
End-of-year total assets ($M) among Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$63M
Net Income$3M
Employer EIN421139604
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koss-Winn Bancshares, Inc.)

Sponsor-wide plan assets over time

All Koss-Winn Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 1.4195603377177692% vs 2022
2024 filing year
$65.5M$66M$66.5M$67M 202220232024 $65.9M $66.8M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 45 $66M
2023 1 43 $66M
2024 1 42 $67M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.06586328 · Participants: 45Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Performance Group 401(k) Retirement Savings Plan in NC ($66M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2022? ▼
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions edged up modestly - up 4.2% during 2022, from $63M to $66M. Reported net income was $3M.
How have Koss-Winn Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koss-Winn Bancshares, Inc.'s sponsor-wide assets grew 1.4%, from $66M to $67M.
Where does Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions rank by assets among Form 5500 filers? ▼
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Performance Group 401(k) Retirement Savings Plan in NC ($66M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants, $1M 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 421139604.

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.