401(k) · DOL Form 5500 · 2022

First of Waverly Corporation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
89
Participants Small participant base
76th
Percentile by assets National rank
$202,769
Avg per participant Above avg balance/head
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Official DOL plan name: First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement · Sponsored by First of Waverly Corporation · Iowa · Management of Enterprises

$18M in assets, 89 participants

First of Waverly Corporation's First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement reported $18M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

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

Management of Enterprises sector rank

Within Management of Enterprises, First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement ranks #673 of 1,193 2022 filers by assets (1970% of the sector average)-$18M for 89 participants.

#673
in Management of Enterprises (1,193 peers)
-0.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement's outsized position by total assets

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement vs every filed plan by assets

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

$18,046,464 Top 24% higher than 76% 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

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement is a small filing (89 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 421174109 · First of Waverly Corporation PY 2022 · 401(k)

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement · $18M · 89 · 76th

  • EIN $18M
  • EIN 89
  • EIN 76th
  • EIN 401(k)
  • EIN near Capstar Bank 401(k) Profit Sharing Plan
  • EIN ind #673

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 →

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement in the asset neighbourhood

First of Waverly Employee Stock Ownership and Savings Plan & Trust AgreementFirst of Waverly Employee St…$18MCapstar Bank 401(k) Profit Sharing PlanCapstar Bank 401(k) Profit S…$18MNovo Construction, Inc. 401(k) Profit Sharing PlanNovo Construction, Inc. 401(…$18MJohnson & Towers Inc. Thrift Savings PlanJohnson & Towers Inc. Thrift…$18MSilverado Senior Living Holdings, Inc. 401(k) PlanSilverado Senior Living Hold…$18M
End-of-year total assets ($M) among First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$130K
Employer EIN421174109
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First of Waverly Corporation)

Sponsor-wide plan assets over time

All First of Waverly Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.975687647175643% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.1M $21.3M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 89 $18M
2023 1 88 $18M
2024 1 83 $21M

Nearby 401(k) Plans in Iowa

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

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement, Total assets ($B): 0.018046464 · Participants: 89First of Waverly Employee Stock Ownership and Savings Plan & Trust AgreementThe 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
First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement side-by-side with 3 peers →

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Capstar Bank 401(k) Profit Sharing Plan in TN ($18M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement assets move in 2022? ▼
First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement held essentially flat - down 0.7% during 2022, from $18M to $18M. Reported net income was -$130K.
How have First of Waverly Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First of Waverly Corporation's sponsor-wide assets grew 18.0%, from $18M to $21M.
Where does First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement rank by assets among Form 5500 filers? ▼
First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Capstar Bank 401(k) Profit Sharing Plan in TN ($18M, 390 participants).
Which 401(k) plans cover a similar participant headcount to First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 participants, N/A 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 421174109.

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.