401(k) · DOL Form 5500 · 2022
Iowa State Bank 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $180,756
- Avg per participant Above avg balance/head
Official DOL plan name: Iowa State Bank 401(k) Plan · Sponsored by Iowa State Bank · Iowa · Finance & Insurance
$18M in assets, 99 participants
Iowa State Bank's Iowa State Bank 401(k) Plan reported $18M in total assets and 99 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.
- #5,689 in Finance & Insurance (9,261 peers)
Where Iowa State Bank 401(k) Plan sits by assets
Iowa State Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 99 participants (~$180,756/participant), down 9.3% in 2022.
- #5,689
- in Finance & Insurance (9,261 peers)
- -9.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iowa State Bank 401(k) Plan's outsized position by total assets
Iowa State Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,894,797 Top 24% higher than 76% 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 State Bank 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa State Bank 401(k) Plan is a small filing (99 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 420335307 · Iowa State Bank PY 2022 · 401(k)
Iowa State Bank 401(k) Plan · $18M · 99 · 76th
- PCT $18M
- PCT 99
- PCT 76th
- PCT 401(k)
- PCT near Ols Hotels & Resorts LLC 401(k) Plan
- PCT ind #5689
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 →
Iowa State Bank 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$2M |
| Employer EIN | 420335307 |
| Plan Effective Date | 1980-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iowa State Bank)
Sponsor-wide plan assets over time
All Iowa State Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 20.35337981202022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $18M |
| 2023 | 1 | 127 | $20M |
| 2024 | 1 | 123 | $22M |
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 State Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Ols Hotels & Resorts LLC 401(k) Plan in CA ($18M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Osco 401(k) Plan (OH) 99 · 0 off
- Scopus It Inc 401(k) Profit Sharing Plan & Trust (CT) 99 · 0 off
- Jottan, Inc. Retirement Savings Plan (NJ) 99 · 0 off
- Milwaukee Public Museum, Inc. 401(k) Savings Plan (WI) 99 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.