401(k) · DOL Form 5500 · 2022

Carroll County Bancshares, Inc. 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
194
Participants
85th
Percentile by assets
$181,273
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
194
covered participants
85th
percentile by assets (of 139,126 plans)
$181,273
avg assets per participant

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.

Where Carroll County Bancshares, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

State
Iowa
Industry
Finance & Insurance

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Carroll County Bancshares, Inc. Employee Stock Ownership Plan reports 194 participants - about 32% of that state average ($35M EOY assets).

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.)

$35M$35.5M$36M$36.5M$37M 202220232024 $35.2M $36.6M ▲ +4.1%
Total plan assets by year, all Carroll County Bancshares, Inc. plans on file
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 ($B) Participants Carroll County Bancs…, Total assets ($B): 0.035166954 · Participants: 194Carroll County Bancs…The Principal Select…, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select…Iowa Health System S…, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) …
Carroll County Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Carroll County Bancshares, Inc. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carroll County Bancshares, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Carroll County Bancshares, Inc. Employee…

Filing takeaways

Ways to act on Carroll County Bancshares, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Carroll County Bancshares, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
  • Carroll County Bancshares, Inc.'s sponsor-wide assets have grown 4.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.