401(k) · DOL Form 5500 · 2023

Bank of Iberia 401(k) Plan

Data updated 2026-08-25

$428K
Total assets Small plan by assets
14
Participants Small participant base
17th
Percentile by assets National rank
$30,553
Avg per participant Low balance/head
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Official DOL plan name: Bank of Iberia 401(k) Profit Sharing Plan and Trust · Sponsored by Bank of Iberia · Missouri · Finance & Insurance

$428K in assets, 14 participants

Bank of Iberia's Bank of Iberia 401(k) Profit Sharing Plan and Trust reported $428K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

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

What the 2023 filing shows

Bank of Iberia 401(k) Profit Sharing Plan and Trust holds $428K for 14 participants - about $30,553 per participant, among the smaller plans by assets on file.

#884
in Finance & Insurance (8,869 peers)
-0.5%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of Iberia 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Bank of Iberia 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$427,742 17th percentile higher than 17% 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

Bank of Iberia 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Iberia 401(k) Profit Sharing Plan and Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Iberia 401(k) Profit Sharing Plan and Trust reported net income rose from -$8K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
  • Bank of Iberia 401(k) Profit Sharing Plan and Trust reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 440162015 · Bank of Iberia PY 2023 · 401(k)

Bank of Iberia 401(k) Profit Sharing Plan and Trust · $428K · 14 · 17th

  • EIN $428K
  • RANK 14
  • PHOTO 17th
  • IND 401(k)
  • EOY near J Three Enterprises 401(k) Profit Sharing Plan & Trust
  • 5500 ind #884

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 Missouri →

Bank of Iberia 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bank of Iberia 401(k) Profit Sharing Plan and TrustBank of Iberia 401(k) Profit…$428KJ Three Enterprises 401(k) Profit Sharing Plan & TrustJ Three Enterprises 401(k) P…$428KCarnes Verona Production Employee 401(k) PlanCarnes Verona Production Emp…$428KRiverina Natural Oils LLC 401(k) Profit Sharing Plan & TrustRiverina Natural Oils LLC 40…$428KMb&e Inc. 401(k) Plan$428K
End-of-year total assets ($M) among Bank of Iberia 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$430K
Net Assets (End of Year)$428K
Net Income-$2K
Employer EIN440162015
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Iberia)

Sponsor-wide plan assets over time

All Bank of Iberia plans reported in each filing year

Latest sponsor-wide plan assets
$463K 7.656369183829138% vs 2022
2024 filing year
$0.42M$0.43M$0.44M$0.45M$0.46M$0.47M 202220232024 $0.43M $0.46M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 15 $430K
2023 1 14 $428K
2024 1 13 $463K

Nearby 401(k) Plans in Missouri

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

Bank of Iberia 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bank of Iberia 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000427742 · Participants: 14Bank of Iberia 401(k) Profit Sharing Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Bank of Iberia 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Bank of Iberia 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bank of Iberia 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is J Three Enterprises 401(k) Profit Sharing Plan & Trust in CA ($428K); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Bank of Iberia 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Bank of Iberia 401(k) Profit Sharing Plan and Trust held essentially flat - down 0.5% during 2023, from $430K to $428K. Reported net income was -$2K.
How have Bank of Iberia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Iberia's sponsor-wide assets grew 7.7%, from $430K to $463K.
Where does Bank of Iberia 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Bank of Iberia 401(k) Profit Sharing Plan and Trust ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bank of Iberia 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is J Three Enterprises 401(k) Profit Sharing Plan & Trust in CA ($428K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Iberia 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 440162015.

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.