401(k) · DOL Form 5500 · 2022

United Bank of Iowa 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
299
Participants Below avg headcount
89th
Percentile by assets National rank
$198,193
Avg per participant Above avg balance/head
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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.

  • #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.

#872
in Management of Enterprises (1,193 peers)
-8.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement's outsized position 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

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

Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement 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. Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement sits mid-pack in the medium band (299 participants).

Published 5500 schedule card

Filing strip 421166401 · United Bank of Iowa PY 2022 · 401(k)

Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement · $59M · 299 · 89th

  • 5500 $59M
  • ASSETS 299
  • PCT 89th
  • EIN 401(k)
  • RANK near York Capital Management 401(k) Plan
  • PHOTO ind #872

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 Management of Enterprises retirement plans → · Plans in Iowa →

Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement in the asset neighbourhood

401(k) Retirement and Savings Plan for Southwest Water Company401(k) Retirement and Saving…$59MIvyrehab Physical Therapy PLLC 401(k) Profit Sharing PlanIvyrehab Physical Therapy PL…$59MIda Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust AgreementIda Grove Bancshares, Inc. E…$59MYork Capital Management 401(k) PlanYork Capital Management 401(…$59MArbor Realty Sr, Inc. 401(k) Retirement PlanArbor Realty Sr, Inc. 401(k)…$59M
End-of-year total assets ($M) among Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$59M
Net Income-$5M
Employer EIN421166401
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Bank of Iowa)

Sponsor-wide plan assets over time

All United Bank of Iowa plans reported in each filing year

Latest sponsor-wide plan assets
$67M 13.364882121005165% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.3M $67.2M ▲ +13.4%
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.

Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement, Total assets ($B): 0.059259752 · Participants: 299Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust AgreementThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement side-by-side with 3 peers →

Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is York Capital Management 401(k) Plan in NY ($59M); by covered participants it is Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust in VA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement assets move in 2022? ▼
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement pulled back noticeably - down 8.5% during 2022, from $65M to $59M. Reported net income was -$5M.
How have United Bank of Iowa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Bank of Iowa's sponsor-wide assets grew 13.4%, from $59M to $67M.
Where does Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement rank by assets among Form 5500 filers? ▼
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is York Capital Management 401(k) Plan in NY ($59M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust in VA (299 participants, N/A 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 421166401.

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.