401(k) · DOL Form 5500 · 2023
Iowa 80 Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 713
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $58,832
- Avg per participant Low balance/head
Official DOL plan name: Iowa 80 Group, Inc. 401(k) Plan · Sponsored by Iowa 80 Group, Inc. · Iowa · Wholesale Trade
$42M in assets, 713 participants
Iowa 80 Group, Inc.'s Iowa 80 Group, Inc. 401(k) Plan reported $42M in total assets and 713 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #5,319 in Wholesale Trade (6,309 peers)
Where Iowa 80 Group, Inc. 401(k) Plan sits by assets
Iowa 80 Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 713 participants (~$58,832/participant), up 18.5% in 2023.
- #5,319
- in Wholesale Trade (6,309 peers)
- +18.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Iowa 80 Group, Inc. 401(k) Plan's outsized position by total assets
Iowa 80 Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,947,079 Top 16% higher than 84% 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 80 Group, Inc. 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 80 Group, Inc. 401(k) Plan sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iowa 80 Group, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Iowa 80 Group, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Iowa 80 Group, Inc. 401(k) Plan reported participants rose from 680 in the plan year 2022 filing to 713 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420919645 · Iowa 80 Group, Inc. PY 2023 · 401(k)
Iowa 80 Group, Inc. 401(k) Plan · $42M · 713 · 84th
- EBSA $42M
- PART 713
- TYPE 84th
- NET 401(k)
- BOOK near Garan Lucow Miller, P.C. Profit Sharing Plan & Trust
- VS-ST ind #5319
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 Wholesale Trade retirement plans → · Plans in Iowa →
Iowa 80 Group, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $7M |
| Employer EIN | 420919645 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iowa 80 Group, Inc.)
Sponsor-wide plan assets over time
All Iowa 80 Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 30.82808056412437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 680 | $35M |
| 2023 | 1 | 713 | $42M |
| 2024 | 1 | 703 | $46M |
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 80 Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Garan Lucow Miller, P.C. Profit Sharing Plan & Trust in MI ($42M); by covered participants it is The Bancorp, Inc. 401(k) Plan in DE (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Garan Lucow Miller, P.C. Profit Sharing Plan & Trust (MI) $42M · 145
- Union Savings Bank 401(k) Plan (OH) $42M · 606
- Fairbanks Scales Inc. Savings Plan (KS) $42M · 449
- Lashly & Baer P.C. 401(k) Plan (MO) $42M · 70
Similar participant headcount
Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.
- The Bancorp, Inc. 401(k) Plan (DE) 713 · 0 off
- Fishback Financial Corporation 401(k) Profit Sharing Plan (SD) 713 · 0 off
- Great Circle Retirement Savings Plan (MO) 713 · 0 off
- Bethany Retirement Living 401(k) Plan (ND) 713 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.