401(k) · DOL Form 5500 · 2023

Iowa Legal Aid 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
108
Participants Small participant base
65th
Percentile by assets National rank
$124,027
Avg per participant Near avg balance/head
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Official DOL plan name: Iowa Legal Aid 401(k) Profit Sharing Plan · Sponsored by Iowa Legal Aid · Iowa · Professional & Technical Services

$13M in assets, 108 participants

Iowa Legal Aid's Iowa Legal Aid 401(k) Profit Sharing Plan reported $13M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,030 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

Iowa Legal Aid 401(k) Profit Sharing Plan covers 108 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $13M.

#13,030
in Professional & Technical Services (20,321 peers)
+13.8%
assets growth YoY

Iowa Legal Aid 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Iowa Legal Aid 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,394,947 Top 35% higher than 65% 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 Legal Aid 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. Iowa Legal Aid 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iowa Legal Aid 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Iowa Legal Aid 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Iowa Legal Aid 401(k) Profit Sharing Plan reported participants rose from 103 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421079227 · Iowa Legal Aid PY 2023 · 401(k)

Iowa Legal Aid 401(k) Profit Sharing Plan · $13M · 108 · 65th

  • ASSETS $13M
  • ASSETS 108
  • ASSETS 65th
  • ASSETS 401(k)
  • ASSETS near Msabc Multiple Employer 401(k) Plan
  • ASSETS ind #13030

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 Professional & Technical Services retirement plans → · Plans in Iowa →

Iowa Legal Aid 401(k) Profit Sharing Plan in the asset neighbourhood

Five Star Supermarkets of Norwich, Inc. 401(k) Retirement PlanFive Star Supermarkets of No…$13MSpectra Tech, Inc. 401(k) PlanSpectra Tech, Inc. 401(k) Pl…$13MIowa Legal Aid 401(k) Profit Sharing PlanIowa Legal Aid 401(k) Profit…$13MMsabc Multiple Employer 401(k) PlanMsabc Multiple Employer 401(…$13MBermello, Ajamil & Partners, Inc. Employees Savings Investment PlanBermello, Ajamil & Partners,…$13M
End-of-year total assets ($M) among Iowa Legal Aid 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)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN421079227
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Legal Aid)

Sponsor-wide plan assets over time

All Iowa Legal Aid plans reported in each filing year

Latest sponsor-wide plan assets
$15M 25.4329810259527% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.8M $14.8M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 103 $12M
2023 1 108 $13M
2024 1 113 $15M

Nearby 401(k) Plans in Iowa

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

Iowa Legal Aid 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 ($B) Participants Iowa Legal Aid 401(k) Profit Sharing Plan, Total assets ($B): 0.013394947 · Participants: 108Iowa Legal Aid 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
Iowa Legal Aid 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa Legal Aid 401(k) Profit Sharing Plan side-by-side with 3 peers →

Iowa Legal Aid 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 Msabc Multiple Employer 401(k) Plan in MS ($13M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Legal Aid 401(k) Profit Sharing Plan assets move in 2023? ▼
Iowa Legal Aid 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2023, from $12M to $13M. Reported net income was $2M.
How have Iowa Legal Aid plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Legal Aid's sponsor-wide assets grew 25.4%, from $12M to $15M.
Which 401(k) plans are similar in size to Iowa Legal Aid 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msabc Multiple Employer 401(k) Plan in MS ($13M, 961 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Legal Aid 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 421079227.

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.