401(k) · DOL Form 5500 · 2022
Dubuque Bank and Trust Company 401(k) Plan
Data updated 2026-08-11
- $281M
- Total assets
- 2,218
- Participants
- 97th
- Percentile by assets
- $126,682
- Avg per participant
Official DOL plan name: Htlf Retirement Plan · Sponsored by Dubuque Bank and Trust Company · Iowa · Finance & Insurance
$281M in assets, 2,218 participants
Dubuque Bank and Trust Company's Htlf Retirement Plan reported $281M in total assets and 2,218 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,718 in Finance & Insurance (9,261 peers)
Coverage in Iowa
Htlf Retirement Plan covers 2,218 participants in Iowa, 3.6x the typical Iowa plan (state average ~609 per filing). Assets: $281M.
- $281M
- total plan assets (2022 EOY)
- 2,218
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $126,682
- avg assets per participant
The plan reported a net loss of $74M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Htlf Retirement Plan reports 2,218 participants - 3.6x that state average ($281M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $355M |
|---|---|
| Net Assets (End of Year) | $281M |
| Net Income | -$74M |
| Employer EIN | 421405748 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dubuque Bank and Trust Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,218 | $281M |
| 2023 | 1 | 2,025 | $304M |
| 2024 | 1 | 2,000 | $318M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Htlf Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Htlf Retirement Plan by total assets, not by location.
- Murphy-Hoffman Company Employee Profit Sharing Plan (KS) $281M · 3,753
- Neenah 401(k) Retirement Plan (GA) $281M · 1,404
- Roper Technologies, Inc. Employees' Retirement Savings 003 Plan (FL) $281M · 1,188
- Related Partners, Inc. Retirement Savings Plan (NY) $281M · 3,849
Frequently Asked Questions
How did Htlf Retirement Plan assets move in 2022? ▼
How have Dubuque Bank and Trust Company plan assets changed over time? ▼
Where does Htlf Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Htlf Retirement Plan? ▼
Next read for Htlf Retirement Plan
Filing takeaways
Ways to act on Htlf Retirement Plan's numbers.
- By total assets, Htlf Retirement Plan ranks in the top 5% 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
- Dubuque Bank and Trust Company's sponsor-wide assets have grown 13.2% since 2022 across 3 plan years on file. More Finance & Insurance plans