401(k) · DOL Form 5500 · 2022
United Bank of Iowa 401(k) Plan
Data updated 2026-08-11
- $59M
- Total assets
- 299
- Participants
- 89th
- Percentile by assets
- $198,193
- Avg per participant
Official DOL plan name: Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement · Sponsored by United Bank of Iowa · Iowa · Management of Enterprises
$59M in assets, 299 participants
United Bank of Iowa's Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reported $59M in total assets and 299 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #872 in Management of Enterprises (1,193 peers)
Coverage in Iowa
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement covers 299 participants in Iowa, about 49% of the average Iowa filer (state average ~609 per filing). Assets: $59M.
- $59M
- total plan assets (2022 EOY)
- 299
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $198,193
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement sits by total assets
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$59,259,752 Top 11% higher than 89% 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
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reports 299 participants - about 49% of that state average ($59M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | -$5M |
| Employer EIN | 421166401 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Bank of Iowa)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $59M |
| 2023 | 1 | 296 | $64M |
| 2024 | 1 | 301 | $67M |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement's numbers.
- By total assets, Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement 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
- United Bank of Iowa's sponsor-wide assets have grown 13.4% since 2022 across 3 plan years on file. More Management of Enterprises plans