401(k) · DOL Form 5500 · 2023

Grand Lodge of Iowa, a.F. & a.M. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
114
Participants Small participant base
43rd
Percentile by assets National rank
$40,155
Avg per participant Low balance/head
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Official DOL plan name: Grand Lodge of Iowa 401(k) Retirement Plan · Sponsored by Grand Lodge of Iowa, a.F. & a.M. · Iowa · Other Services

$5M in assets, 114 participants

Grand Lodge of Iowa, a.F. & a.M.'s Grand Lodge of Iowa 401(k) Retirement Plan reported $5M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,087 in Other Services (7,857 peers)

Coverage in Iowa

Grand Lodge of Iowa 401(k) Retirement Plan covers 114 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#5,087
in Other Services (7,857 peers)
-5.2%
assets change YoY

The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grand Lodge of Iowa 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

Grand Lodge of Iowa 401(k) Retirement Plan vs every filed plan by assets

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

$4,577,708 43rd percentile higher than 43% 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

Grand Lodge of Iowa 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grand Lodge of Iowa 401(k) Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grand Lodge of Iowa 401(k) Retirement Plan reported net income fell from $287K in the plan year 2022 filing to -$249K in the plan year 2023 filing.
  • Grand Lodge of Iowa 401(k) Retirement Plan reported participants rose from 69 in the plan year 2022 filing to 114 in the plan year 2023 filing.
  • Grand Lodge of Iowa 401(k) Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420280080 · Grand Lodge of Iowa, a.F. & a.M. PY 2023 · 401(k)

Grand Lodge of Iowa 401(k) Retirement Plan · $5M · 114 · 43rd

  • VS-ST $5M
  • VS-ST 114
  • VS-ST 43rd
  • VS-ST 401(k)
  • VS-ST near Brown, Williams, Moorhead & Quinn, Inc.
  • VS-ST ind #5087

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 Other Services retirement plans → · Plans in Iowa →

Grand Lodge of Iowa 401(k) Retirement Plan in the asset neighbourhood

Grand Lodge of Iowa 401(k) Retirement PlanGrand Lodge of Iowa 401(k) R…$5MBrown, Williams, Moorhead & Quinn, Inc.Brown, Williams, Moorhead & …$5MIfb 401(k) Plan$5MGaddie Shamrock 401(k) Retirement Savings PlanGaddie Shamrock 401(k) Retir…$5MCoastal Hospitality Associates, LLC 401(k) PlanCoastal Hospitality Associat…$5M
End-of-year total assets ($M) among Grand Lodge of Iowa 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$249K
Employer EIN420280080
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Lodge of Iowa, a.F. & a.M.)

Sponsor-wide plan assets over time

All Grand Lodge of Iowa, a.F. & a.M. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 149.65044455056398% vs 2022
2023 filing year
$0M$5M$10M$15M 20222023 $5.27M $13.2M ▲ +149.5%
Year Plans Participants Total Assets
2022 1 69 $5M
2023 3 319 $13M

Nearby 401(k) Plans in Iowa

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

Grand Lodge of Iowa 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Grand Lodge of Iowa 401(k) Retirement Plan, Total assets ($B): 0.004577708 · Participants: 114Grand Lodge of Iowa 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Grand Lodge of Iowa 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Grand Lodge of Iowa 401(k) Retirement Plan side-by-side with 3 peers →

Grand Lodge of Iowa 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Brown, Williams, Moorhead & Quinn, Inc. in MD ($5M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Grand Lodge of Iowa 401(k) Retirement Plan assets move in 2023? ▼
Grand Lodge of Iowa 401(k) Retirement Plan pulled back noticeably - down 5.2% during 2023, from $5M to $5M. Reported net income was -$249K.
How have Grand Lodge of Iowa, a.F. & a.M. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Grand Lodge of Iowa, a.F. & a.M.'s sponsor-wide assets grew 149.7%, from $5M to $13M.
Which 401(k) plans are similar in size to Grand Lodge of Iowa 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown, Williams, Moorhead & Quinn, Inc. in MD ($5M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Grand Lodge of Iowa 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A 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 420280080.

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.