First Whitney Bank & Trust Pst (401(k))

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 18, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

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Sponsored by First Whitney Bank & Trust · Iowa · Finance & Insurance

What the 2023 filing shows

First Whitney Bank & Trust Pst (401(k)) holds N/A for 19 participants.

N/A
total plan assets (2022 EOY): 19
covered participants

Total Assets (2023)

N/A

Participants

State

Iowa

Industry

Finance & Insurance

What the Filing Says About First Whitney Bank & Trust Pst (401(k))

First Whitney Bank & Trust Pst (401(k)) is a 401(k) retirement plan sponsored by First Whitney Bank & Trust, headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 19 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420599210, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	401(k)
Employer EIN	420599210
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

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Compare First Whitney Bank & Trust Pst (401(k)) side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the First Whitney Bank & Trust Pst (401(k))? ▼

As of the 2022 Form 5500 filing, First Whitney Bank & Trust Pst (401(k)) holds N/A in total assets with 19 participants. It is sponsored by First Whitney Bank & Trust.

What type of plan is First Whitney Bank & Trust Pst (401(k))? ▼

First Whitney Bank & Trust Pst (401(k)) is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 420599210.

Who sponsors the First Whitney Bank & Trust Pst (401(k))? ▼

First Whitney Bank & Trust Pst (401(k)) is sponsored by First Whitney Bank & Trust, located in Iowa. The sponsor's EIN is 420599210 and the plan operates in the Finance & Insurance industry.

How did First Whitney Bank & Trust Pst (401(k)) perform in 2022? ▼

First Whitney Bank & Trust Pst (401(k)) held N/A in total assets at the end of 2022.

Where can I find official filings for First Whitney Bank & Trust Pst (401(k))? ▼

Official Form 5500 filings for First Whitney Bank & Trust Pst (401(k)) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420599210 or plan name at efast.dol.gov.

How does First Whitney Bank & Trust Pst (401(k)) compare to other plans? ▼

You can compare First Whitney Bank & Trust Pst (401(k)) against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.