Profit Sharing · DOL Form 5500 · 2023

Iowa Trust and Savings Bank Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
42nd
Percentile by assets National rank
$181,680
Avg per participant Above avg balance/head
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Official DOL plan name: Iowa Trust and Savings Bank Employees Profit Sharing Plan · Sponsored by Iowa Trust and Savings Bank · Iowa · Finance & Insurance

$5M in assets, 25 participants

Iowa Trust and Savings Bank's Iowa Trust and Savings Bank Employees Profit Sharing Plan reported $5M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,648 in Finance & Insurance (8,869 peers)

Iowa Trust and Savings Bank multi-year trail

Iowa Trust and Savings Bank's plans moved +26.5% in assets from 2022 to 2024; this filing shows Iowa Trust and Savings Bank Employees Profit Sharing Plan at $5M / 25 participants.

#2,648
in Finance & Insurance (8,869 peers)
+11.0%
assets growth YoY

Iowa Trust and Savings Bank Employees Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Iowa Trust and Savings Bank Employees Profit Sharing Plan vs every filed plan by assets

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

$4,542,011 42nd percentile higher than 42% of 127,068 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 2023

Iowa Trust and Savings Bank Employees Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa Trust and Savings Bank Employees Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iowa Trust and Savings Bank Employees Profit Sharing Plan reported net income rose from -$807K in the plan year 2022 filing to $450K in the plan year 2023 filing.
  • Iowa Trust and Savings Bank Employees Profit Sharing Plan reported participants fell from 32 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Iowa Trust and Savings Bank Employees Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420336370 · Iowa Trust and Savings Bank PY 2023 · Profit Sharing

Iowa Trust and Savings Bank Employees Profit Sharing Plan · $5M · 25 · 42nd

  • SCH $5M
  • SCH 25
  • SCH 42nd
  • SCH Profit Sharing
  • SCH near Maternal-Fetal Medicine Associates PC Retirement Plan
  • SCH ind #2648

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 →

Iowa Trust and Savings Bank Employees Profit Sharing Plan in the asset neighbourhood

Iowa Trust and Savings Bank Employees Profit Sharing PlanIowa Trust and Savings Bank …$5MMaternal-Fetal Medicine Associates PC Retirement PlanMaternal-Fetal Medicine Asso…$5MRoofers' Local Union No.22 Supplemental RetirementRoofers' Local Union No.22 S…$5MBright Beginnings of Lake Worth, Inc. Profit Sharing PlanBright Beginnings of Lake Wo…$5MDundee Castings Co. Employees' Profit Sharing PlanDundee Castings Co. Employee…$5M
End-of-year total assets ($M) among Iowa Trust and Savings Bank Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Iowa Trust and Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Iowa Trust and Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.50413866766497% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.09M $5.18M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 32 $4M
2023 1 25 $5M
2024 1 33 $5M

Iowa Trust and Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$450K
Employer EIN420336370
Plan Effective Date1969-01-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Iowa Trust and Savings Bank Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100200300 051015202530 Total assets ($M) Participants Iowa Trust and Savings Bank Employees Profit Sharing Plan, Total assets ($M): 4.542011 · Participants: 25Iowa Trust and Savings Bank Employees Profit Sharing PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
Iowa Trust and Savings Bank Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Iowa Trust and Savings Bank Employees Profit Sharing Plan side-by-side with 3 peers →

Iowa Trust and Savings Bank Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Maternal-Fetal Medicine Associates PC Retirement Plan in MI ($5M); by covered participants it is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

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 Iowa Trust and Savings Bank Employees Profit Sharing Plan assets move in 2023? ▼
Iowa Trust and Savings Bank Employees Profit Sharing Plan grew at a solid clip - up 11.0% during 2023, from $4M to $5M. Reported net income was $450K.
How have Iowa Trust and Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Trust and Savings Bank's sponsor-wide assets grew 26.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Iowa Trust and Savings Bank Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maternal-Fetal Medicine Associates PC Retirement Plan in MI ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Iowa Trust and Savings Bank Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA (25 participants, $13M 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 420336370.

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.