401(k) · DOL Form 5500 · 2022

Van Diest Investment Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
120
Participants Small participant base
72nd
Percentile by assets National rank
$123,938
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bank Employees Savings Plan · Sponsored by Van Diest Investment Company · Iowa · Finance & Insurance

$15M in assets, 120 participants

Van Diest Investment Company's Bank Employees Savings Plan reported $15M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,302 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Bank Employees Savings Plan covers 120 participants in Iowa, about 20% of the average Iowa filer (state average ~609 per filing). Assets: $15M.

#5,302
in Finance & Insurance (9,261 peers)
-15.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank Employees Savings Plan's outsized position by total assets

Bank Employees Savings Plan vs every filed plan by assets

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

$14,872,572 Top 28% higher than 72% 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

Bank Employees Savings Plan 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. Bank Employees Savings Plan sits mid-pack in the medium band (120 participants).

Plan-year Form 5500 strip

Filing strip 420839178 · Van Diest Investment Company PY 2022 · 401(k)

Bank Employees Savings Plan · $15M · 120 · 72nd

  • TYPE $15M
  • NET 120
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Talbert and Bright, Inc. 401(k) Plan
  • SCH ind #5302

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 →

Bank Employees Savings Plan in the asset neighbourhood

Bank Employees Savings Plan$15MTalbert and Bright, Inc. 401(k) PlanTalbert and Bright, Inc. 401…$15MKaye-Smith Enterprises 401(k) Retirement Savings Plan & TrustKaye-Smith Enterprises 401(k…$15MElectric Machinery Company LLC 401(k) Plan for Union EmployeesElectric Machinery Company L…$15MPremier Orthopaedics & Sports Medicine, P.L.C. 401(k) Profit Sharing PlanPremier Orthopaedics & Sport…$15M
End-of-year total assets ($M) among Bank Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN420839178
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van Diest Investment Company)

Sponsor-wide plan assets over time

All Van Diest Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.306583958712723% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.9M $17M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 120 $15M
2023 1 134 $17M
2024 1 134 $17M

Nearby 401(k) Plans in Iowa

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

Bank Employees Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Bank Employees Savings Plan, Total assets ($B): 0.014872572 · Participants: 120Bank Employees 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
Bank Employees Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Bank Employees Savings Plan side-by-side with 3 peers →

Bank Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Talbert and Bright, Inc. 401(k) Plan in NC ($15M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Bank Employees Savings Plan assets move in 2022? ▼
Bank Employees Savings Plan declined sharply - down 15.9% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Van Diest Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Diest Investment Company's sponsor-wide assets grew 14.3%, from $15M to $17M.
Which 401(k) plans are similar in size to Bank Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Talbert and Bright, Inc. 401(k) Plan in NC ($15M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Bank Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 420839178.

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.