401(k) · DOL Form 5500 · 2022

United Iowa Financial 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
47th
Percentile by assets National rank
$266,166
Avg per participant High balance/head
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Official DOL plan name: United Iowa Financial 401(k) Plan · Sponsored by United Iowa Financial · Iowa · Finance & Insurance

$4M in assets, 16 participants

United Iowa Financial's United Iowa Financial 401(k) Plan reported $4M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,026 in Finance & Insurance (9,261 peers)

United Iowa Financial multi-year trail

United Iowa Financial's plans moved +86.7% in assets from 2022 to 2024; this filing shows United Iowa Financial 401(k) Plan at $4M / 16 participants.

#3,026
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY

The plan reported a net loss of $918K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Iowa Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

United Iowa Financial 401(k) Plan vs every filed plan by assets

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

$4,258,656 47th percentile higher than 47% 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

United Iowa Financial 401(k) 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. United Iowa Financial 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 834422013 · United Iowa Financial PY 2022 · 401(k)

United Iowa Financial 401(k) Plan · $4M · 16 · 47th

  • NET $4M
  • BOOK 16
  • VS-ST 47th
  • BOY 401(k)
  • SCH near Honolulu Museum of Art 401(k) Plan
  • EBSA ind #3026

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 →

United Iowa Financial 401(k) Plan in the asset neighbourhood

United Iowa Financial 401(k) PlanUnited Iowa Financial 401(k)…$4MHonolulu Museum of Art 401(k) PlanHonolulu Museum of Art 401(k…$4MThermo King of Pittsburgh, Inc. 401(k) PlanThermo King of Pittsburgh, I…$4MLauria Tokunaga Gates & Linn, LLP 401(k) Profit Sharing PlanLauria Tokunaga Gates & Linn…$4MMidland Professional Services, Inc. 401(k) PlanMidland Professional Service…$4M
End-of-year total assets ($M) among United Iowa Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

United Iowa Financial multi-year asset trail

Sponsor-wide plan assets over time

All United Iowa Financial plans reported in each filing year

Latest sponsor-wide plan assets
$8M 86.72855943283516% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.26M $7.95M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 13 $6M
2024 1 13 $8M

United Iowa Financial filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$918K
Employer EIN834422013
Plan Effective Date2019-11-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

United Iowa Financial 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants United Iowa Financial 401(k) Plan, Total assets ($B): 0.004258656 · Participants: 16United Iowa Financial 401(k) PlanThe 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
United Iowa Financial 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare United Iowa Financial 401(k) Plan side-by-side with 3 peers →

United Iowa Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Honolulu Museum of Art 401(k) Plan in HI ($4M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

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 United Iowa Financial 401(k) Plan assets move in 2022? ▼
United Iowa Financial 401(k) Plan declined sharply - down 17.7% during 2022, from $5M to $4M. Reported net income was -$918K.
How have United Iowa Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Iowa Financial's sponsor-wide assets grew 86.7%, from $4M to $8M.
Which 401(k) plans are similar in size to United Iowa Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Honolulu Museum of Art 401(k) Plan in HI ($4M, 91 participants).
Which 401(k) plans cover a similar participant headcount to United Iowa Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 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 834422013.

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.