401(k) · DOL Form 5500 · 2023

Iowa State Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
127
Participants Small participant base
73rd
Percentile by assets National rank
$160,826
Avg per participant Above avg balance/head
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Official DOL plan name: Iowa State Bank 401(k) Plan · Sponsored by Iowa State Bank · Iowa · Finance & Insurance

$20M in assets, 127 participants

Iowa State Bank's Iowa State Bank 401(k) Plan reported $20M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,289 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Iowa State Bank 401(k) Plan covers 127 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $20M.

#5,289
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY

Iowa State Bank 401(k) Plan's outsized position by total assets

Iowa State Bank 401(k) Plan vs every filed plan by assets

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

$20,424,916 Top 27% higher than 73% 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 State Bank 401(k) 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. Iowa State Bank 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iowa State Bank 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Iowa State Bank 401(k) Plan reported participants rose from 99 in the plan year 2022 filing to 127 in the plan year 2023 filing.
  • Iowa State Bank 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420335307 · Iowa State Bank PY 2023 · 401(k)

Iowa State Bank 401(k) Plan · $20M · 127 · 73rd

  • EBSA $20M
  • PART 127
  • TYPE 73rd
  • NET 401(k)
  • BOOK near Matric Limited, Inc. Profit Sharing 401(k)Plan
  • VS-ST ind #5289

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 State Bank 401(k) Plan in the asset neighbourhood

Iowa State Bank 401(k) Plan$20MMatric Limited, Inc. Profit Sharing 401(k)PlanMatric Limited, Inc. Profit …$20MSullivan & Mclaughlin Companies, Inc. 401(k) Profit Sharing PlanSullivan & Mclaughlin Compan…$20MPride, Inc 401(k) Profit Sharing PlanPride, Inc 401(k) Profit Sha…$20MUtah County Surgical Associates, LLC Retirement PlanUtah County Surgical Associa…$20M
End-of-year total assets ($M) among Iowa State Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN420335307
Plan Effective Date1980-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa State Bank)

Sponsor-wide plan assets over time

All Iowa State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 20.35337981202022% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.9M $21.5M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 99 $18M
2023 1 127 $20M
2024 1 123 $22M

Nearby 401(k) Plans in Iowa

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

Iowa State Bank 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Iowa State Bank 401(k) Plan, Total assets ($B): 0.020424916 · Participants: 127Iowa State Bank 401(k) 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
Iowa State Bank 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa State Bank 401(k) Plan side-by-side with 3 peers →

Iowa State Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Matric Limited, Inc. Profit Sharing 401(k)Plan in PA ($20M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 State Bank 401(k) Plan assets move in 2023? ▼
Iowa State Bank 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $18M to $20M. Reported net income was $3M.
How have Iowa State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa State Bank's sponsor-wide assets grew 20.4%, from $18M to $22M.
Which 401(k) plans are similar in size to Iowa State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matric Limited, Inc. Profit Sharing 401(k)Plan in PA ($20M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Iowa State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 420335307.

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.