401(k) · DOL Form 5500 · 2022
Iowa Legal Aid 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $114,313
- Avg per participant Below avg balance/head
Official DOL plan name: Iowa Legal Aid 401(k) Profit Sharing Plan · Sponsored by Iowa Legal Aid · Iowa · Professional & Technical Services
$12M in assets, 103 participants
Iowa Legal Aid's Iowa Legal Aid 401(k) Profit Sharing Plan reported $12M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,511 in Professional & Technical Services (21,562 peers)
Coverage in Iowa
Iowa Legal Aid 401(k) Profit Sharing Plan covers 103 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $12M.
- #14,511
- in Professional & Technical Services (21,562 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iowa Legal Aid 401(k) Profit Sharing Plan's outsized position by total assets
Iowa Legal Aid 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,774,188 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Iowa Legal Aid 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. Iowa Legal Aid 401(k) Profit Sharing Plan sits mid-pack in the medium band (103 participants).
Form 5500 schedule snapshot
Filing strip 421079227 · Iowa Legal Aid PY 2022 · 401(k)
Iowa Legal Aid 401(k) Profit Sharing Plan · $12M · 103 · 68th
- PHOTO $12M
- IND 103
- EOY 68th
- 5500 401(k)
- ASSETS near Bank of the James Financial Group 401(k) Plan
- PCT ind #14511
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 Professional & Technical Services retirement plans → · Plans in Iowa →
Iowa Legal Aid 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 421079227 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iowa Legal Aid)
Sponsor-wide plan assets over time
All Iowa Legal Aid plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 25.4329810259527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $12M |
| 2023 | 1 | 108 | $13M |
| 2024 | 1 | 113 | $15M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Iowa Legal Aid 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 Bank of the James Financial Group 401(k) Plan in VA ($12M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Bank of the James Financial Group 401(k) Plan (VA) $12M · 161
- Marwood Group & Co. USA LLC 401(k) Plan (NY) $12M · 198
- Livewell Alliance, Inc. 401(k) Plan (CT) $12M · 181
- Settle Muter Electric 401(k) Profit Sharing Plan (OH) $12M · 195
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Widen Enterprises LLC (WI) 103 · 0 off
- Nrs Employee Stock Ownership Plan (ID) 103 · 0 off
- Bcp Transportation, Inc. 401(k) Retirement Savings Plan (WI) 103 · 0 off
- Coda Resources Ltd. 401(k) Plan (NJ) 103 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.