401(k) · DOL Form 5500 · 2022

Carroll County Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
194
Participants Below avg headcount
85th
Percentile by assets National rank
$181,273
Avg per participant Above avg balance/head
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Official DOL plan name: Carroll County Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Carroll County Bancshares, Inc. · Iowa · Finance & Insurance

$35M in assets, 194 participants

Carroll County Bancshares, Inc.'s Carroll County Bancshares, Inc. Employee Stock Ownership Plan reported $35M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,971 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Carroll County Bancshares, Inc. Employee Stock Ownership Plan covers 194 participants in Iowa, about 32% of the average Iowa filer (state average ~609 per filing). Assets: $35M.

#6,971
in Finance & Insurance (9,261 peers)
-9.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Carroll County Bancshares, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carroll County Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,166,954 Top 15% higher than 85% 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

Carroll County Bancshares, Inc. Employee Stock Ownership 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. Carroll County Bancshares, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).

DOL schedule card

Filing strip 421113591 · Carroll County Bancshares, Inc. PY 2022 · 401(k)

Carroll County Bancshares, Inc. Employee Stock Ownership Plan · $35M · 194 · 85th

  • VS-ST $35M
  • BOY 194
  • SCH 85th
  • EBSA 401(k)
  • PART near Western Reserve Care Solutions Retirement Plan
  • TYPE ind #6971

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 →

Carroll County Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Overland West, Inc. 401(k) Profit Sharing PlanOverland West, Inc. 401(k) P…$35MCarroll County Bancshares, Inc. Employee Stock Ownership PlanCarroll County Bancshares, I…$35MWestern Reserve Care Solutions Retirement PlanWestern Reserve Care Solutio…$35MActicall Sitel Group 401(k) PlanActicall Sitel Group 401(k) …$35MThe Kolter Group LLC 401(k) PlanThe Kolter Group LLC 401(k) …$35M
End-of-year total assets ($M) among Carroll County Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$3M
Employer EIN421113591
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll County Bancshares, Inc.)

Sponsor-wide plan assets over time

All Carroll County Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 4.139124474641733% vs 2022
2024 filing year
$35M$35.5M$36M$36.5M$37M 202220232024 $35.2M $36.6M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 194 $35M
2023 1 189 $37M
2024 1 188 $37M

Nearby 401(k) Plans in Iowa

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

Carroll County Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Carroll County Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035166954 · Participants: 194Carroll County Bancshares, Inc. Employee Stock Ownership 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
Carroll County Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Carroll County Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carroll County Bancshares, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Western Reserve Care Solutions Retirement Plan in OH ($35M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Carroll County Bancshares, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carroll County Bancshares, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.3% during 2022, from $39M to $35M. Reported net income was -$3M.
How have Carroll County Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll County Bancshares, Inc.'s sponsor-wide assets grew 4.1%, from $35M to $37M.
Where does Carroll County Bancshares, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carroll County Bancshares, Inc. Employee Stock Ownership Plan ranks in the 85th 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 Carroll County Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Reserve Care Solutions Retirement Plan in OH ($35M, 741 participants).
Which 401(k) plans cover a similar participant headcount to Carroll County Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 421113591.

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.