KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KOSS-WINN BANCSHARES, INC.

This ESOP plan holds N/A in total assets and serves 43 participants as of 2023. It is sponsored by KOSS-WINN BANCSHARES, INC. in Iowa.

Total Assets (2023)

N/A

Participants

State

Iowa

Industry

Management of Enterprises

What the Filing Says About KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS

KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS is a ESOP retirement plan sponsored by KOSS-WINN BANCSHARES, INC., headquartered in Iowa. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 43 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 421139604, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	ESOP
Employer EIN	421139604
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (KOSS-WINN BANCSHARES, INC.)

Year	Plans	Participants	Total Assets
2022	1	45	N/A
2023	1	43	N/A
2024	1	42	N/A

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Frequently Asked Questions

How much money is in the KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS? ▼

As of the 2023 Form 5500 filing, KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS holds N/A in total assets with 43 participants. It is sponsored by KOSS-WINN BANCSHARES, INC..

What type of plan is KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS? ▼

KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS is a ESOP plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 421139604.

Who sponsors the KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS? ▼

KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS is sponsored by KOSS-WINN BANCSHARES, INC., located in Iowa. The sponsor's EIN is 421139604 and the plan operates in the Management of Enterprises industry.

How did KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS perform in 2023? ▼

KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS held N/A in total assets at the end of 2023.

Where can I find official filings for KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS? ▼

Official Form 5500 filings for KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 421139604 or plan name at efast.dol.gov.

How does KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS compare to other plans? ▼

You can compare KOSS-WINN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS against other ESOP plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.