401(k)
2022 plan-year 401(k) DOL Form 5500

Bankers Trust Company 401(k) Savings Plan

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

Sponsored by Bankers Trust Company · Iowa · Finance & Insurance

What the 2023 filing shows

Bankers Trust Company 401(k) Savings Plan holds $99M for 568 participants — about $174,522 per participant, down 15.0% over the 2022 plan year.

$99M
total plan assets (2022 EOY)
568
covered participants
$174,522
avg assets per participant
-15.0%
assets change YoY

The plan reported a net loss of $18M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$99M
Participants
568
State
Industry
Finance & Insurance

What the Filing Says About Bankers Trust Company 401(k) Savings Plan

Bankers Trust Company 401(k) Savings Plan is a 401(k) retirement plan sponsored by Bankers Trust Company, headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $99M in total end-of-year assets and covers 568 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420127385, and the plan has been effective since 1984-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $117M at the beginning of 2022 to $99M at year-end — a decline of 15.0%. Net assets (after liabilities) closed the year at $99M, with reported net income of $-17,544,043 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

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)$117M
Total Assets (End of Year)$99M
Net Assets (End of Year)$99M
Net Income$-17,544,043
Plan Type401(k)
Employer EIN420127385
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Trust Company)

Year Plans Participants Total Assets
2022 1 568 $99M
2023 1 594 $112M

Nearby 401(k) Plans in Iowa

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

Frequently Asked Questions

How much money is in the Bankers Trust Company 401(k) Savings Plan?
As of the 2022 Form 5500 filing, Bankers Trust Company 401(k) Savings Plan holds $99M in total assets with 568 participants. It is sponsored by Bankers Trust Company.
What type of plan is Bankers Trust Company 401(k) Savings Plan?
Bankers Trust Company 401(k) Savings Plan is a 401(k) plan. It has been effective since 1984-04-01. The plan is filed with the U.S. Department of Labor under EIN 420127385.
Who sponsors the Bankers Trust Company 401(k) Savings Plan?
Bankers Trust Company 401(k) Savings Plan is sponsored by Bankers Trust Company, located in Iowa. The sponsor's EIN is 420127385 and the plan operates in the Finance & Insurance industry.
How did Bankers Trust Company 401(k) Savings Plan perform in 2022?
Bankers Trust Company 401(k) Savings Plan declined by 15.0% during 2022, moving from $117M to $99M in total assets. Net income was $-17,544,043.
Where can I find official filings for Bankers Trust Company 401(k) Savings Plan?
Official Form 5500 filings for Bankers Trust Company 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420127385 or plan name at efast.dol.gov.
How does Bankers Trust Company 401(k) Savings Plan compare to other plans?
You can compare Bankers Trust Company 401(k) Savings Plan 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.

Explore PlainRetire

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 420127385.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.