Profit Sharing · DOL Form 5500 · 2024

Iowa Trust and Savings Bank Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
43rd
Percentile by assets National rank
$156,875
Avg per participant Above avg balance/head
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Official DOL plan name: Iowa Trust and Savings Bank Employees Profit Sharing Plan · Sponsored by Iowa Trust and Savings Bank · Iowa · Finance & Insurance

$5M in assets, 33 participants

Iowa Trust and Savings Bank's Iowa Trust and Savings Bank Employees Profit Sharing Plan reported $5M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,461 in Finance & Insurance (8,549 peers)

Iowa Trust and Savings Bank multi-year trail

Iowa Trust and Savings Bank's plans moved +26.5% in assets from 2022 to 2024; this filing shows Iowa Trust and Savings Bank Employees Profit Sharing Plan at $5M / 33 participants.

#2,461
in Finance & Insurance (8,549 peers)
+14.0%
assets growth YoY

Iowa Trust and Savings Bank Employees Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Iowa Trust and Savings Bank Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,176,877 43rd percentile higher than 43% of 123,620 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 2024

Iowa Trust and Savings Bank Employees Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa Trust and Savings Bank Employees Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iowa Trust and Savings Bank Employees Profit Sharing Plan reported net income rose from $450K in the plan year 2023 filing to $635K in the plan year 2024 filing.
  • Iowa Trust and Savings Bank Employees Profit Sharing Plan reported participants rose from 25 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Iowa Trust and Savings Bank Employees Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420336370 · Iowa Trust and Savings Bank PY 2024 · Profit Sharing

Iowa Trust and Savings Bank Employees Profit Sharing Plan · $5M · 33 · 43rd

  • BOY $5M
  • BOY 33
  • BOY 43rd
  • BOY Profit Sharing
  • BOY near Gvs Puerto Rico LLC Retirement Plan
  • BOY ind #2461

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 →

Iowa Trust and Savings Bank Employees Profit Sharing Plan in the asset neighbourhood

Iowa Trust and Savings Bank Employees Profit Sharing PlanIowa Trust and Savings Bank …$5MGvs Puerto Rico LLC Retirement PlanGvs Puerto Rico LLC Retireme…$5MFellowship Hall Retirement PlanFellowship Hall Retirement P…$5MGolden State Retirement Plan Mep by Vasindas Around the ClockGolden State Retirement Plan…$5MLive Happy Holdings, Inc. Retirement PlanLive Happy Holdings, Inc. Re…$5M
End-of-year total assets ($M) among Iowa Trust and Savings Bank Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Iowa Trust and Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Iowa Trust and Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.50413866766497% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.09M $5.18M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 32 $4M
2023 1 25 $5M
2024 1 33 $5M

Iowa Trust and Savings Bank filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$635K
Employer EIN420336370
Plan Effective Date1969-01-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Iowa Trust and Savings Bank Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000100200300400 020406080 Total assets ($M) Participants Iowa Trust and Savings Bank Employees Profit Sharing Plan, Total assets ($M): 5.176877 · Participants: 33Iowa Trust and Savings Bank Employees Profit Sharing PlanDordt University Defined Contribution Retirement Plan, Total assets ($M): 61.231281 · Participants: 322Dordt University Defined Contribution Retirement PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 30.470084 · Participants: 279Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 26.345653 · Participants: 12Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 16.515891 · Participants: 43Newton Clinic, P.C. Profit Sharing PlanBurgess Health Center 403(b) Plan, Total assets ($M): 15.713773 · Participants: 272Burgess Health Center 403(b) Plan
Iowa Trust and Savings Bank Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Iowa Trust and Savings Bank Employees Profit Sharing Plan side-by-side with 3 peers →

Iowa Trust and Savings Bank Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Gvs Puerto Rico LLC Retirement Plan in PR ($5M); by covered participants it is Filmtronics Employee Retirement Plan in PA (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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.

Frequently Asked Questions

How did Iowa Trust and Savings Bank Employees Profit Sharing Plan assets move in 2024? ▼
Iowa Trust and Savings Bank Employees Profit Sharing Plan grew at a solid clip - up 14.0% during 2024, from $5M to $5M. Reported net income was $635K.
How have Iowa Trust and Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Trust and Savings Bank's sponsor-wide assets grew 26.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Iowa Trust and Savings Bank Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gvs Puerto Rico LLC Retirement Plan in PR ($5M, 105 participants).
Which Profit Sharing plans cover a similar participant headcount to Iowa Trust and Savings Bank Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Filmtronics Employee Retirement Plan in PA (33 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420336370.

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.