401(k) · DOL Form 5500 · 2023
Cedar Valley Bankshares, Ltd. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $120,727
- Avg per participant Near avg balance/head
Official DOL plan name: Cedar Valley Bankshares, Ltd Profit Sharing and · Sponsored by Cedar Valley Bankshares, Ltd. · Iowa · Management of Enterprises
$15M in assets, 126 participants
Cedar Valley Bankshares, Ltd.'s Cedar Valley Bankshares, Ltd Profit Sharing and reported $15M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #538 in Management of Enterprises (1,137 peers)
Coverage in Iowa
Cedar Valley Bankshares, Ltd Profit Sharing and covers 126 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $15M.
- #538
- in Management of Enterprises (1,137 peers)
- -9.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cedar Valley Bankshares, Ltd Profit Sharing and's outsized position by total assets
Cedar Valley Bankshares, Ltd Profit Sharing and vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,211,639 Top 33% higher than 67% 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
Cedar Valley Bankshares, Ltd Profit Sharing and 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. Cedar Valley Bankshares, Ltd Profit Sharing and sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cedar Valley Bankshares, Ltd Profit Sharing and reported net income rose from -$2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Cedar Valley Bankshares, Ltd Profit Sharing and reported participants fell from 144 in the plan year 2022 filing to 126 in the plan year 2023 filing.
- Cedar Valley Bankshares, Ltd Profit Sharing and end-of-year assets fell from $17M in the plan year 2022 filing to $15M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 421185784 · Cedar Valley Bankshares, Ltd. PY 2023 · 401(k)
Cedar Valley Bankshares, Ltd Profit Sharing and · $15M · 126 · 67th
- EBSA $15M
- EBSA 126
- EBSA 67th
- EBSA 401(k)
- EBSA near Bridges Consulting, Inc. 401(k) Plan
- EBSA ind #538
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 →
Cedar Valley Bankshares, Ltd Profit Sharing and in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 421185784 |
| Plan Effective Date | 1987-12-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cedar Valley Bankshares, Ltd.)
Sponsor-wide plan assets over time
All Cedar Valley Bankshares, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 5.439188503157666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $17M |
| 2023 | 1 | 126 | $15M |
| 2024 | 1 | 126 | $16M |
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
Cedar Valley Bankshares, Ltd Profit Sharing and's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Bridges Consulting, Inc. 401(k) Plan in MD ($15M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Bridges Consulting, Inc. 401(k) Plan (MD) $15M · 84
- Arbor Acres 403(b) Plan (NC) $15M · 153
- E. Gluck Corporation 401(k) Plan (NY) $15M · 196
- Catalyst Investors, LLC 401(k) Profit Sharing Plan (NY) $15M · 12
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust (PA) 126 · 0 off
- Diacom 401(k) Savings Plan (NH) 126 · 0 off
- Home Buys LLC 401(k) Profit Sharing Plan & Trust (OH) 126 · 0 off
- Almaden 401(k) Plan (CA) 126 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.