401(k) · DOL Form 5500 · 2023
United Bank of Iowa 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $217,902
- Avg per participant Above avg balance/head
Official DOL plan name: Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement · Sponsored by United Bank of Iowa · Iowa · Management of Enterprises
$64M in assets, 296 participants
United Bank of Iowa's Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reported $64M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #809 in Management of Enterprises (1,137 peers)
Coverage in Iowa
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement covers 296 participants in Iowa, about 49% of the average Iowa filer (state average ~609 per filing). Assets: $64M.
- #809
- in Management of Enterprises (1,137 peers)
- +8.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement's outsized position by total assets
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$64,498,975 Top 12% higher than 88% 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
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement 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. Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement end-of-year assets rose from $59M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reported participants fell from 299 in the plan year 2022 filing to 296 in the plan year 2023 filing.
DOL schedule card
Filing strip 421166401 · United Bank of Iowa PY 2023 · 401(k)
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement · $64M · 296 · 88th
- EIN $64M
- RANK 296
- PHOTO 88th
- IND 401(k)
- EOY near Hwg LLP 401(k) Plan
- 5500 ind #809
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 →
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $5M |
| Employer EIN | 421166401 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Bank of Iowa)
Sponsor-wide plan assets over time
All United Bank of Iowa plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 13.364882121005165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $59M |
| 2023 | 1 | 296 | $64M |
| 2024 | 1 | 301 | $67M |
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
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Hwg LLP 401(k) Plan in DC ($64M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Hwg LLP 401(k) Plan (DC) $64M · 77
- Nihon Kohden America 401(k) Retirement Plan (CA) $65M · 536
- Employee Stock Ownership Plan of Golden Knight Holdings, Inc. (NV) $65M · 323
- Edgio, Inc 401(k) Plan (AZ) $65M · 773
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Battle Lumber Company 401(k) Profit Sharing Plan (GA) 296 · 0 off
- Perfect Health 401(k) Plan (MO) 296 · 0 off
- Admiral Glass & Mirror 401(k) Plan (TX) 296 · 0 off
- Clk Multi Family Management Employee Savings Plan (TN) 296 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.