401(k) · DOL Form 5500 · 2022

Two Rivers Financial Group Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
196
Participants Below avg headcount
74th
Percentile by assets National rank
$82,327
Avg per participant Below avg balance/head
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Official DOL plan name: Two Rivers Financial Group 401(k) Profit Sharing Plan · Sponsored by Two Rivers Financial Group Inc. · Iowa · Management of Enterprises

$16M in assets, 196 participants

Two Rivers Financial Group Inc.'s Two Rivers Financial Group 401(k) Profit Sharing Plan reported $16M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #646 in Management of Enterprises (1,193 peers)

Coverage in Iowa

Two Rivers Financial Group 401(k) Profit Sharing Plan covers 196 participants in Iowa, about 32% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#646
in Management of Enterprises (1,193 peers)
-14.3%
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.

Two Rivers Financial Group 401(k) Profit Sharing Plan's outsized position by total assets

Two Rivers Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,136,032 Top 26% higher than 74% 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

Two Rivers Financial Group 401(k) Profit Sharing 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. Two Rivers Financial Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (196 participants).

Published 5500 schedule card

Filing strip 421337121 · Two Rivers Financial Group Inc. PY 2022 · 401(k)

Two Rivers Financial Group 401(k) Profit Sharing Plan · $16M · 196 · 74th

  • TYPE $16M
  • NET 196
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near Texas-Lehigh Cement Company 401(k) Plan
  • SCH ind #646

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 Management of Enterprises retirement plans → · Plans in Iowa →

Two Rivers Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Two Rivers Financial Group 401(k) Profit Sharing PlanTwo Rivers Financial Group 4…$16MTexas-Lehigh Cement Company 401(k) PlanTexas-Lehigh Cement Company …$16MCoverent LLC Retirement Plan$16MGiffin, Inc. 401(k) Salary Reduction Plan & TrustGiffin, Inc. 401(k) Salary R…$16MPretium 401(k) Plan$16M
End-of-year total assets ($M) among Two Rivers Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN421337121
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Two Rivers Financial Group Inc.)

Sponsor-wide plan assets over time

All Two Rivers Financial Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 30.22094600490991% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.5M $26.6M ▲ +30.3%
Year Plans Participants Total Assets
2022 2 331 $20M
2023 2 336 $27M
2024 2 308 $27M

Nearby 401(k) Plans in Iowa

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

Two Rivers Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Two Rivers Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.016136032 · Participants: 196Two Rivers Financial Group 401(k) Profit Sharing 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
Two Rivers Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Two Rivers Financial Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Two Rivers Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Texas-Lehigh Cement Company 401(k) Plan in TX ($16M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Two Rivers Financial Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Two Rivers Financial Group 401(k) Profit Sharing Plan pulled back noticeably - down 14.3% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Two Rivers Financial Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Two Rivers Financial Group Inc.'s sponsor-wide assets grew 30.2%, from $20M to $27M.
Which 401(k) plans are similar in size to Two Rivers Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas-Lehigh Cement Company 401(k) Plan in TX ($16M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Two Rivers Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M 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 421337121.

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.