401(k) · DOL Form 5500 · 2023

Ohnward Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
254
Participants Below avg headcount
82nd
Percentile by assets National rank
$140,511
Avg per participant Near avg balance/head
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Official DOL plan name: Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan · Sponsored by Ohnward Bancshares, Inc. · Iowa · Management of Enterprises

$36M in assets, 254 participants

Ohnward Bancshares, Inc.'s Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan reported $36M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #710 in Management of Enterprises (1,137 peers)

Coverage in Iowa

Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan covers 254 participants in Iowa, about 42% of the average Iowa filer (state average ~609 per filing). Assets: $36M.

#710
in Management of Enterprises (1,137 peers)
+22.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,689,775 Top 18% higher than 82% 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

Ohnward Bancshares, Inc. 401(k) Profit Sharing 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. Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan reported participants rose from 251 in the plan year 2022 filing to 254 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420933516 · Ohnward Bancshares, Inc. PY 2023 · 401(k)

Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan · $36M · 254 · 82nd

  • IND $36M
  • IND 254
  • IND 82nd
  • IND 401(k)
  • IND near American Achievement Corporation 401(k) Plan
  • IND ind #710

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 Management of Enterprises retirement plans → · Plans in Iowa →

Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ohnward Bancshares, Inc. 401(k) Profit Sharing PlanOhnward Bancshares, Inc. 401…$36MAmerican Achievement Corporation 401(k) PlanAmerican Achievement Corpora…$36MT. Baker Smith, LLC 401(k) PlanT. Baker Smith, LLC 401(k) P…$36MMitsui Kinzoku North American 401(k) Retirement PlanMitsui Kinzoku North America…$36MFelker Brothers Corporation Salaried 401(k) PlanFelker Brothers Corporation …$36M
End-of-year total assets ($M) among Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN420933516
Plan Effective Date1977-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohnward Bancshares, Inc.)

Sponsor-wide plan assets over time

All Ohnward Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 25.786577292207564% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.5M $52.2M ▲ +25.8%
Year Plans Participants Total Assets
2022 2 400 $42M
2023 2 368 $48M
2024 2 370 $52M

Nearby 401(k) Plans in Iowa

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

Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.035689775 · Participants: 254Ohnward Bancshares, Inc. 401(k) Profit Sharing 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
Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is American Achievement Corporation 401(k) Plan in TX ($36M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.8% during 2023, from $29M to $36M. Reported net income was $7M.
How have Ohnward Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohnward Bancshares, Inc.'s sponsor-wide assets grew 25.8%, from $42M to $52M.
Where does Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Achievement Corporation 401(k) Plan in TX ($36M, 485 participants).
Which 401(k) plans cover a similar participant headcount to Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (254 participants, $2M 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 420933516.

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.