401(k) · DOL Form 5500 · 2023
Chief Iowa Investment Corporation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $508,867
- Avg per participant High balance/head
Official DOL plan name: Chief Iowa Investment Corp. 401(k) Plan and Trust · Sponsored by Chief Iowa Investment Corporation · Iowa · Finance & Insurance
$3M in assets, 6 participants
Chief Iowa Investment Corporation's Chief Iowa Investment Corp. 401(k) Plan and Trust reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,211 in Finance & Insurance (8,869 peers)
Chief Iowa Investment Corporation multi-year trail
Chief Iowa Investment Corporation's plans moved +31.8% in assets from 2022 to 2024; this filing shows Chief Iowa Investment Corp. 401(k) Plan and Trust at $3M / 6 participants.
- #2,211
- in Finance & Insurance (8,869 peers)
- +21.4%
- assets growth YoY
Chief Iowa Investment Corp. 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Chief Iowa Investment Corp. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,053,199 36th percentile higher than 36% 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
Chief Iowa Investment Corp. 401(k) Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chief Iowa Investment Corp. 401(k) Plan and Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chief Iowa Investment Corp. 401(k) Plan and Trust reported net income rose from $108K in the plan year 2022 filing to $537K in the plan year 2023 filing.
- Chief Iowa Investment Corp. 401(k) Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Chief Iowa Investment Corp. 401(k) Plan and Trust reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 462827580 · Chief Iowa Investment Corporation PY 2023 · 401(k)
Chief Iowa Investment Corp. 401(k) Plan and Trust · $3M · 6 · 36th
- IND $3M
- EOY 6
- 5500 36th
- ASSETS 401(k)
- PCT near H.B. Boys 401(k)
- EIN ind #2211
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 →
Chief Iowa Investment Corp. 401(k) Plan and Trust in the asset neighbourhood
Chief Iowa Investment Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Chief Iowa Investment Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.767924616799682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 4 | $3M |
Chief Iowa Investment Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $537K |
| Employer EIN | 462827580 |
| Plan Effective Date | 2013-08-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Chief Iowa Investment Corp. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is H.B. Boys 401(k) in UT ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.