401(k) · DOL Form 5500 · 2022

Marion County State Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
63
Participants Small participant base
76th
Percentile by assets National rank
$294,908
Avg per participant High balance/head
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Official DOL plan name: Marion County State Bank Employee Stock Ownership and Savings Plan · Sponsored by Marion County State Bank · Iowa · Finance & Insurance

$19M in assets, 63 participants

Marion County State Bank's Marion County State Bank Employee Stock Ownership and Savings Plan reported $19M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,777 in Finance & Insurance (9,261 peers)

Where Marion County State Bank Employee Stock Ownership and Savings Plan sits by assets

Marion County State Bank Employee Stock Ownership and Savings Plan sits in the top quartile of all filed plans by assets, $19M for 63 participants (~$294,908/participant), down 4.4% in 2022.

#5,777
in Finance & Insurance (9,261 peers)
-4.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $853K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marion County State Bank Employee Stock Ownership and Savings Plan's outsized position by total assets

Marion County State Bank Employee Stock Ownership and Savings Plan vs every filed plan by assets

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

$18,579,222 Top 24% higher than 76% 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

Marion County State Bank Employee Stock Ownership and Savings 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. Marion County State Bank Employee Stock Ownership and Savings Plan is a small filing (63 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 420395450 · Marion County State Bank PY 2022 · 401(k)

Marion County State Bank Employee Stock Ownership and Savings Plan · $19M · 63 · 76th

  • PART $19M
  • PART 63
  • PART 76th
  • PART 401(k)
  • PART near Moses Lake Community Health Center 401(k) Plan
  • PART ind #5777

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 →

Marion County State Bank Employee Stock Ownership and Savings Plan in the asset neighbourhood

Marion County State Bank Employee Stock Ownership and Savings PlanMarion County State Bank Emp…$19MMoses Lake Community Health Center 401(k) PlanMoses Lake Community Health …$19MCps Green Machine$19MTravel Nurse Across America 401(k) PlanTravel Nurse Across America …$19MPeoples Bank 401(k) and ESOP PlanPeoples Bank 401(k) and ESOP…$19M
End-of-year total assets ($M) among Marion County State Bank Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$853K
Employer EIN420395450
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion County State Bank)

Sponsor-wide plan assets over time

All Marion County State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 6.13858858029685% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.6M $19.7M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 63 $19M
2023 1 60 $20M
2024 1 63 $20M

Nearby 401(k) Plans in Iowa

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

Marion County State Bank Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Marion County State Bank Employee Stock Ownership and Savings Plan, Total assets ($B): 0.018579222 · Participants: 63Marion County State Bank Employee Stock Ownership and Savings 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
Marion County State Bank Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Marion County State Bank Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Marion County State Bank Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Moses Lake Community Health Center 401(k) Plan in WA ($19M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

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 Marion County State Bank Employee Stock Ownership and Savings Plan assets move in 2022? ▼
Marion County State Bank Employee Stock Ownership and Savings Plan edged down modestly - down 4.4% during 2022, from $19M to $19M. Reported net income was -$853K.
How have Marion County State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion County State Bank's sponsor-wide assets grew 6.1%, from $19M to $20M.
Where does Marion County State Bank Employee Stock Ownership and Savings Plan rank by assets among Form 5500 filers? ▼
Marion County State Bank Employee Stock Ownership and Savings Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marion County State Bank Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moses Lake Community Health Center 401(k) Plan in WA ($19M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Marion County State Bank Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 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 420395450.

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.