ESOP · DOL Form 5500 · 2022

Two Rivers Financial Group Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
135
Participants Small participant base
48th
Percentile by assets National rank
$31,989
Avg per participant Low balance/head
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Official DOL plan name: Two Rivers Financial Group Employee Stock Ownership Plan · Sponsored by Two Rivers Financial Group Inc. · Iowa · Finance & Insurance

$4M in assets, 135 participants

Two Rivers Financial Group Inc.'s Two Rivers Financial Group Employee Stock Ownership Plan reported $4M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,045 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Two Rivers Financial Group Employee Stock Ownership Plan covers 135 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $4M.

#3,045
in Finance & Insurance (9,261 peers)
-16.9%
assets change YoY

The plan reported a net loss of $882K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Two Rivers Financial Group Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Two Rivers Financial Group Employee Stock Ownership Plan vs every filed plan by assets

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

$4,318,513 48th percentile higher than 48% 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

Two Rivers Financial Group 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. Two Rivers Financial Group Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

Published 5500 schedule card

Filing strip 421337121 · Two Rivers Financial Group Inc. PY 2022 · ESOP

Two Rivers Financial Group Employee Stock Ownership Plan · $4M · 135 · 48th

  • ASSETS $4M
  • PCT 135
  • EIN 48th
  • RANK ESOP
  • PHOTO near Minnwest Corporation Employee Stock Ownership Plan
  • IND ind #3045

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 What is an ESOP? → · Plans in Iowa →

Two Rivers Financial Group Employee Stock Ownership Plan in the asset neighbourhood

Two Rivers Financial Group Employee Stock Ownership PlanTwo Rivers Financial Group E…$4MMinnwest Corporation Employee Stock Ownership PlanMinnwest Corporation Employe…$4MElder Research Employee Stock Ownership PlanElder Research Employee Stoc…$4MSteckbeck Engineering & Surveying, Inc. ESOPSteckbeck Engineering & Surv…$4MMgx Holdings, Inc. Employee Stock Ownership PlanMgx Holdings, Inc. Employee …$4M
End-of-year total assets ($M) among Two Rivers Financial Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$882K
Employer EIN421337121
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Two Rivers Financial Group Inc.)

Sponsor-wide plan assets over time

All Two Rivers Financial Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 30.22094600490991% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.5M $26.6M ▲ +30.3%
Year Plans Participants Total Assets
2022 2 331 $20M
2023 2 336 $27M
2024 2 308 $27M

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Two Rivers Financial Group Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 -2000200400600800 Total assets ($M) Participants Two Rivers Financial Group Employee Stock Ownership Plan, Total assets ($M): 4.318513 · Participants: 135Two Rivers Financial Group Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Two Rivers Financial Group Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Two Rivers Financial Group Employee Stock Ownership Plan side-by-side with 3 peers →

Two Rivers Financial Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Minnwest Corporation Employee Stock Ownership Plan in MN ($4M); by covered participants it is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Two Rivers Financial Group Employee Stock Ownership Plan assets move in 2022? ▼
Two Rivers Financial Group Employee Stock Ownership Plan declined sharply - down 16.9% during 2022, from $5M to $4M. Reported net income was -$882K.
How have Two Rivers Financial Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Two Rivers Financial Group Inc.'s sponsor-wide assets grew 30.2%, from $20M to $27M.
Which ESOP plans are similar in size to Two Rivers Financial Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Minnwest Corporation Employee Stock Ownership Plan in MN ($4M, 360 participants).
Which ESOP plans cover a similar participant headcount to Two Rivers Financial Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants, $14M 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 421337121.

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.