401(k) · DOL Form 5500 · 2023

Koss-Winn Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size: 43
Participants Small participant base: 88th
Percentile by assets National rank: $1.5M
Avg per participant High balance/head

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Official DOL plan name: Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Koss-Winn Bancshares, Inc. · Iowa · Management of Enterprises

$66M in assets, 43 participants

Koss-Winn Bancshares, Inc.'s Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $66M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

#812 in Management of Enterprises (1,137 peers)

Where Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits by assets

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits in the top quartile of all filed plans by assets, $66M for 43 participants (~$1.5M/participant), up 0.8% in 2023.

#812
in Management of Enterprises (1,137 peers): +0.8%
assets growth YoY: 0.7×
vs typical plan assets (national mean)

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$66,392,054 Top 12% higher than 88% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions is a small filing (43 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported net income fell from $3M in the plan year 2022 filing to $895K in the plan year 2023 filing.
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported participants fell from 45 in the plan year 2022 filing to 43 in the plan year 2023 filing.
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $66M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421139604 · Koss-Winn Bancshares, Inc. PY 2023 · 401(k)

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $66M · 43 · 88th

NET $66M
NET 43
NET 88th
NET 401(k)
NET near Ksb Giw, Inc. Retirement Plan
NET ind #812

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 →

End-of-year total assets ($M) among Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$66M
Net Assets (End of Year)	$64M
Net Income	$895K
Employer EIN	421139604
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Koss-Winn Bancshares, Inc.)

Latest sponsor-wide plan assets: $67M 1.4195603377177692% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	45	$66M
2023	1	43	$66M
2024	1	42	$67M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ksb Giw, Inc. Retirement Plan in GA ($66M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Ksb Giw, Inc. Retirement Plan (GA) $66M · 570
Payless 401(k) Profit Sharing Plan (KS) $66M · 120
Citizens & Northern Corporation Savings & Retirement Plan (PA) $66M · 423
Cem Corporation Salary Reduction Profit Sharing Plan (NC) $66M · 253

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

Texas Shafts, Inc. Profit Sharing Plan (TX) 43 · 0 off
Wasteland, Inc. 401(k) Profit Sharing Plan (CA) 43 · 0 off
Sumeru LLC 401(k) Profit Sharing Plan & Trust (NY) 43 · 0 off
Furniture Depot Inc 401(k) Profit Sharing Plan & Trust (RI) 43 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2023? ▼

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions held essentially flat - up 0.8% during 2023, from $66M to $66M. Reported net income was $895K.

How have Koss-Winn Bancshares, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Koss-Winn Bancshares, Inc.'s sponsor-wide assets grew 1.4%, from $66M to $67M.

Where does Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions rank by assets among Form 5500 filers? ▼

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼

Among 401(k) plans in other states, the closest by assets is Ksb Giw, Inc. Retirement Plan in GA ($66M, 570 participants).

Which 401(k) plans cover a similar participant headcount to Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼

Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421139604.