Defined Benefit (Pension) · DOL Form 5500 · 2024
Mount Vernon Bank and Trust Company Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 6
- Participants Small participant base
Official DOL plan name: Mount Vernon Bank and Trust Company Retirement Plan · Sponsored by Mount Vernon Bank and Trust Company · Iowa · Finance & Insurance
N/A in assets, 6 participants
Mount Vernon Bank and Trust Company's Mount Vernon Bank and Trust Company Retirement Plan reported N/A in total assets and 6 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Mount Vernon Bank and Trust Company Retirement Plan holds N/A for 6 participants.
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mount Vernon Bank and Trust Company Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Vernon Bank and Trust Company Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mount Vernon Bank and Trust Company Retirement Plan reported net income fell from -$44K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 420426690 · Mount Vernon Bank and Trust Company PY 2024 · Defined Benefit (Pension)
Mount Vernon Bank and Trust Company Retirement Plan · N/A · 6
- ASSETS N/A
- ASSETS 6
- ASSETS PY 2024
- ASSETS Defined Benefit (Pension)
- ASSETS near White Oak Pictures Inc Defined Benefit Pension Plan
- ASSETS -$1M
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 Finance & Insurance retirement plans → · Plans in Iowa →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$1M |
| Employer EIN | 420426690 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Vernon Bank and Trust Company)
Sponsor-wide plan assets over time
All Mount Vernon Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 6 | N/A |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 7,170
- Principal Cash Balance Plan $1.5B · 11,945
- Midamerican Energy Company Retirement Plan $521M · 2,805
- Employers Mutual Casualty Company Retirement Plan $362M · 1,908
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
Mount Vernon Bank and Trust Company Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Iowa, the nearest Defined Benefit (Pension) by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants; this filing: 6 participants).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.