401(k) · DOL Form 5500 · 2024

Marion County State Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
63
Participants Small participant base
70th
Percentile by assets National rank
$313,011
Avg per participant High balance/head
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Official DOL plan name: Marion County State Bank Employee Stock Ownership and Savings Plan · Sponsored by Marion County State Bank · Iowa · Finance & Insurance

$20M in assets, 63 participants

Marion County State Bank's Marion County State Bank Employee Stock Ownership and Savings Plan reported $20M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,690 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Marion County State Bank Employee Stock Ownership and Savings Plan holds $20M for 63 participants - about $313,011 per participant, above the median plan by assets.

#4,690
in Finance & Insurance (8,549 peers)
-2.9%
assets change YoY

The plan reported a net loss of $582K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marion County State Bank Employee Stock Ownership and Savings Plan's outsized position by total assets

Marion County State Bank Employee Stock Ownership and Savings Plan vs every filed plan by assets

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

$19,719,724 Top 30% higher than 70% 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

Marion County State Bank Employee Stock Ownership and Savings 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. Marion County State Bank Employee Stock Ownership and Savings Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marion County State Bank Employee Stock Ownership and Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$582K in the plan year 2024 filing.
  • Marion County State Bank Employee Stock Ownership and Savings Plan reported participants rose from 60 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Marion County State Bank Employee Stock Ownership and Savings Plan end-of-year assets fell from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420395450 · Marion County State Bank PY 2024 · 401(k)

Marion County State Bank Employee Stock Ownership and Savings Plan · $20M · 63 · 70th

  • PART $20M
  • TYPE 63
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Siegel Brill PA 401(k) Profit Sharing Plan & Trust
  • BOY ind #4690

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 →

Marion County State Bank Employee Stock Ownership and Savings Plan in the asset neighbourhood

Marion County State Bank Employee Stock Ownership and Savings PlanMarion County State Bank Emp…$20MSiegel Brill PA 401(k) Profit Sharing Plan & TrustSiegel Brill PA 401(k) Profi…$20MCopeland, Stair, Valz & Lovell, LLP 401(k) PlanCopeland, Stair, Valz & Love…$20MPeninsula Orthopaedic Associates, P.a. Profit Sharing PlanPeninsula Orthopaedic Associ…$20MPace Southeast Michigan 401(k) PlanPace Southeast Michigan 401(…$20M
End-of-year total assets ($M) among Marion County State Bank Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$582K
Employer EIN420395450
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion County State Bank)

Sponsor-wide plan assets over time

All Marion County State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 6.13858858029685% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.6M $19.7M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 63 $19M
2023 1 60 $20M
2024 1 63 $20M

Nearby 401(k) Plans in Iowa

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

Marion County State Bank Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Marion County State Bank Employee Stock Ownership and Savings Plan, Total assets ($B): 0.019719724 · Participants: 63Marion County State Bank Employee Stock Ownership and Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Marion County State Bank Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Marion County State Bank Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Marion County State Bank Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Siegel Brill PA 401(k) Profit Sharing Plan & Trust in MN ($20M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Marion County State Bank Employee Stock Ownership and Savings Plan assets move in 2024? ▼
Marion County State Bank Employee Stock Ownership and Savings Plan edged down modestly - down 2.9% during 2024, from $20M to $20M. Reported net income was -$582K.
How have Marion County State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion County State Bank's sponsor-wide assets grew 6.1%, from $19M to $20M.
Which 401(k) plans are similar in size to Marion County State Bank Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Siegel Brill PA 401(k) Profit Sharing Plan & Trust in MN ($20M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Marion County State Bank Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K 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 420395450.

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.