401(k) · DOL Form 5500 · 2022
Dubuque Bank and Trust Company 401(k) Plan
Data updated 2026-08-25
- $281M
- Total assets Near avg plan size
- 2,218
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $126,682
- Avg per participant Near avg balance/head
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.
- #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.
- #8,718
- in Finance & Insurance (9,261 peers)
- -20.9%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
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.
Htlf Retirement Plan's outsized position by total assets
Htlf Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$280,979,977 Top 3% higher than 97% 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
Htlf Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Htlf Retirement Plan lands in the large band (2,218 participants).
Plan-year Form 5500 strip
Filing strip 421405748 · Dubuque Bank and Trust Company PY 2022 · 401(k)
Htlf Retirement Plan · $281M · 2,218 · 97th
- PART $281M
- TYPE 2,218
- NET 97th
- BOOK 401(k)
- VS-ST near Murphy-Hoffman Company Employee Profit Sharing Plan
- BOY ind #8718
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 →
Htlf Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Dubuque Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $318M 13.235314628842751% vs 2022
- 2024 filing year
| 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.
- 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
Htlf Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Murphy-Hoffman Company Employee Profit Sharing Plan in KS ($281M); by covered participants it is Titan America LLC 401(k) Retirement Savings Plan in VA (2,217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($281M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,218 participants); asset peers above are excluded.
- Titan America LLC 401(k) Retirement Savings Plan (VA) 2,217 · 1 off
- Gojo Retirement Savings Plan (OH) 2,216 · 2 off
- Dixon Hughes Goodman LLP 401(k) Retirement Plan (NC) 2,220 · 2 off
- Acipco 401(k) Plan (AL) 2,215 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.