401(k) · DOL Form 5500 · 2022

Iowa Bankers Insurance and Services, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
218
Participants Below avg headcount
80th
Percentile by assets National rank
$109,203
Avg per participant Below avg balance/head
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Official DOL plan name: Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust · Sponsored by Iowa Bankers Insurance and Services, Inc. · Iowa · Finance & Insurance

$24M in assets, 218 participants

Iowa Bankers Insurance and Services, Inc.'s Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust reported $24M in total assets and 218 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,258 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust covers 218 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $24M.

#6,258
in Finance & Insurance (9,261 peers)
-23.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust's outsized position by total assets

Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$23,806,247 Top 20% higher than 80% 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 Bankers Insurance & Services, Inc. 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (218 participants).

EBSA filing schedule strip

Filing strip 420984998 · Iowa Bankers Insurance and Services, Inc. PY 2022 · 401(k)

Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust · $24M · 218 · 80th

  • EBSA $24M
  • PART 218
  • TYPE 80th
  • NET 401(k)
  • BOOK near Iq Credit Union 401(k) Plan
  • VS-ST ind #6258

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 Bankers Insurance & Services, Inc. 401(k) Plan & Trust in the asset neighbourhood

Iowa Bankers Insurance & Services, Inc. 401(k) Plan & TrustIowa Bankers Insurance & Ser…$24MIq Credit Union 401(k) Plan$24MSmith Schafer and Associates, Ltd. 401(k) Plan and TrustSmith Schafer and Associates…$24MCommercial Credit Group Inc. 401(k) PlanCommercial Credit Group Inc.…$24MFrilot L.L.C.401(k) Retirement PlanFrilot L.L.C.401(k) Retireme…$24M
End-of-year total assets ($M) among Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN420984998
Plan Effective Date1991-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Bankers Insurance and Services, Inc.)

Sponsor-wide plan assets over time

All Iowa Bankers Insurance and Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 39.387157496937675% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.8M $33.2M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 218 $24M
2023 1 191 $28M
2024 1 196 $33M

Nearby 401(k) Plans in Iowa

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

Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust, Total assets ($B): 0.023806247 · Participants: 218Iowa Bankers Insurance & Services, Inc. 401(k) Plan & TrustThe 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
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Iq Credit Union 401(k) Plan in WA ($24M); by covered participants it is Identity Management Services Organization, LLC 401(k) Plan in CA (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Bankers Insurance & Services, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust declined sharply - down 23.2% during 2022, from $31M to $24M. Reported net income was -$7M.
How have Iowa Bankers Insurance and Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Bankers Insurance and Services, Inc.'s sponsor-wide assets grew 39.4%, from $24M to $33M.
Where does Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust ranks in the 80th 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 Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Iq Credit Union 401(k) Plan in WA ($24M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Identity Management Services Organization, LLC 401(k) Plan in CA (218 participants, $5M 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 420984998.

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.