401(k) · DOL Form 5500 · 2023

Cusb Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 107
Participants Small participant base: 66th
Percentile by assets National rank: $134,422
Avg per participant Near avg balance/head

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Official DOL plan name: Cusb Bank 401(k) Profit Sharing Plan & Trust · Sponsored by Cusb Bank · Iowa · Finance & Insurance

$14M in assets, 107 participants

Cusb Bank's Cusb Bank 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#4,562 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Cusb Bank 401(k) Profit Sharing Plan & Trust covers 107 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

#4,562
in Finance & Insurance (8,869 peers): +20.7%
assets growth YoY

Cusb Bank 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Cusb Bank 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,383,103 Top 34% higher than 66% 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

Cusb Bank 401(k) Profit Sharing Plan & Trust 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. Cusb Bank 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (107 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 420201590 · Cusb Bank PY 2023 · 401(k)

Cusb Bank 401(k) Profit Sharing Plan & Trust · $14M · 107 · 66th

EOY $14M
5500 107
ASSETS 66th
PCT 401(k)
EIN near Lester Retirement Builder Savings Plan
RANK ind #4562

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 →

End-of-year total assets ($M) among Cusb Bank 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	420201590
Plan Effective Date	1977-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cusb Bank)

Latest sponsor-wide plan assets: $16M 12.413315819263756% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	107	$14M
2024	1	114	$16M

Nearby 401(k) Plans in Iowa

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

Cusb Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants

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

Compare Cusb Bank 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Lester Retirement Builder Savings Plan in MN ($14M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Lester Retirement Builder Savings Plan (MN) $14M · 184
Proforma 401(k) Plan (OH) $14M · 141
Spooner Retirement Savings Plan (AZ) $14M · 479
Mp Associates, Inc. 401(k) Profit Sharing Plan (CA) $14M · 148

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

Northern Architectural Systems, Inc. 401(k) Plan (NJ) 107 · 0 off
Tier1 Integrity, LLC 401(k) Plan (TX) 107 · 0 off
Ted Wiens Tire and Auto Center 401(k) Retirement Plan (NV) 107 · 0 off
Aes, Inc. 401(k) Plan (GA) 107 · 0 off

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 Cusb Bank 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Cusb Bank 401(k) Profit Sharing Plan & Trust grew sharply - up 20.7% during 2023, from $12M to $14M. Reported net income was $2M.

How have Cusb Bank plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Cusb Bank's sponsor-wide assets grew 12.4%, from $14M to $16M.

Which 401(k) plans are similar in size to Cusb Bank 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Lester Retirement Builder Savings Plan in MN ($14M, 184 participants).

Which 401(k) plans cover a similar participant headcount to Cusb Bank 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 420201590.