401(k) · DOL Form 5500 · 2023
Iowa Bankers Insurance and Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 191
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $147,103
- Avg per participant Above avg balance/head
Official DOL plan name: Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust · Sponsored by Iowa Bankers Insurance and Services, Inc. · Iowa · Finance & Insurance
$28M in assets, 191 participants
Iowa Bankers Insurance and Services, Inc.'s Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust reported $28M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #5,919 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust covers 191 participants in Iowa, about 31% of the average Iowa filer (state average ~609 per filing). Assets: $28M.
- #5,919
- in Finance & Insurance (8,869 peers)
- +18.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust's outsized position by total assets
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,096,610 Top 22% higher than 78% 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
Iowa Bankers Insurance & Services, Inc. 401(k) 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. Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust reported participants fell from 218 in the plan year 2022 filing to 191 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420984998 · Iowa Bankers Insurance and Services, Inc. PY 2023 · 401(k)
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust · $28M · 191 · 78th
- PCT $28M
- EIN 191
- RANK 78th
- PHOTO 401(k)
- IND near Neolife International, LLC Retirement Plan
- EOY ind #5919
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 Bankers Insurance & Services, Inc. 401(k) Plan & Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 420984998 |
| Plan Effective Date | 1991-12-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iowa Bankers Insurance and Services, Inc.)
Sponsor-wide plan assets over time
All Iowa Bankers Insurance and Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 39.387157496937675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $24M |
| 2023 | 1 | 191 | $28M |
| 2024 | 1 | 196 | $33M |
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
Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Neolife International, LLC Retirement Plan in CA ($28M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Neolife International, LLC Retirement Plan (CA) $28M · 118
- Sigmatron International, Inc 401(k) Retirement Savings Plan (IL) $28M · 536
- Jenkins Services, Inc. 401(k) Plan (TX) $28M · 916
- Etc Hotels 401(k) Plan (CA) $28M · 557
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
- Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
- Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.