Defined Benefit (Pension) · DOL Form 5500 · 2022
Mount Vernon Bank and Trust Company Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $155,783
- Avg per participant Above avg balance/head
Official DOL plan name: Mount Vernon Bank and Trust Company Retirement Plan · Sponsored by Mount Vernon Bank and Trust Company · Iowa · Finance & Insurance
$1M in assets, 7 participants
Mount Vernon Bank and Trust Company's Mount Vernon Bank and Trust Company Retirement Plan reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #1,587 in Finance & Insurance (9,261 peers)
2022 asset change
Mount Vernon Bank and Trust Company Retirement Plan declined sharply 20.3% in 2022 ($1M → $1M) for 7 participants.
- #1,587
- in Finance & Insurance (9,261 peers)
- -20.3%
- assets change YoY
The plan reported a net loss of $277K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mount Vernon Bank and Trust Company Retirement Plan among the smaller filed plans by assets
Mount Vernon Bank and Trust Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,090,480 26th percentile higher than 26% 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
Mount Vernon Bank and Trust Company Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Vernon Bank and Trust Company Retirement Plan is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 420426690 · Mount Vernon Bank and Trust Company PY 2022 · Defined Benefit (Pension)
Mount Vernon Bank and Trust Company Retirement Plan · $1M · 7 · 26th
- SCH $1M
- EBSA 7
- PART 26th
- TYPE Defined Benefit (Pension)
- NET near Schmutz & Schmutz, P.a. Pension Plan
- BOOK ind #1587
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 →
Mount Vernon Bank and Trust Company Retirement Plan in the asset neighbourhood
Mount Vernon Bank and Trust Company years around the 2022 move
Sponsor-wide plan assets over time
All Mount Vernon Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 6 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$277K |
| Employer EIN | 420426690 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 6,789
- Principal Cash Balance Plan $1.5B · 11,788
- Midamerican Energy Company Retirement Plan $490M · 3,321
- Employers Mutual Casualty Company Retirement Plan $321M · 2,037
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $287M · 1,641
Mount Vernon Bank and Trust Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Schmutz & Schmutz, P.a. Pension Plan in SC ($1M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.