ESOP · DOL Form 5500 · 2024

Northwest Bank & Trust Company ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
69
Participants Small participant base
35th
Percentile by assets National rank
$45,841
Avg per participant Low balance/head
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Official DOL plan name: Northwest Bank & Trust Company Employee Stock Ownership Plan · Sponsored by Northwest Bank & Trust Company · Iowa · Finance & Insurance

$3M in assets, 69 participants

Northwest Bank & Trust Company's Northwest Bank & Trust Company Employee Stock Ownership Plan reported $3M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,948 in Finance & Insurance (8,549 peers)

Northwest Bank & Trust Company multi-year trail

Northwest Bank & Trust Company's plans moved +516.0% in assets from 2022 to 2024; this filing shows Northwest Bank & Trust Company Employee Stock Ownership Plan at $3M / 69 participants.

#1,948
in Finance & Insurance (8,549 peers)
+22.9%
assets growth YoY

Northwest Bank & Trust Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Northwest Bank & Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$3,163,034 35th percentile higher than 35% 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

Northwest Bank & Trust Company Employee Stock Ownership 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. Northwest Bank & Trust Company Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northwest Bank & Trust Company Employee Stock Ownership Plan reported net income rose from $384K in the plan year 2023 filing to $589K in the plan year 2024 filing.
  • Northwest Bank & Trust Company Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Northwest Bank & Trust Company Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2023 filing to 69 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420442354 · Northwest Bank & Trust Company PY 2024 · ESOP

Northwest Bank & Trust Company Employee Stock Ownership Plan · $3M · 69 · 35th

  • VS-ST $3M
  • BOY 69
  • SCH 35th
  • EBSA ESOP
  • PART near Swearingin Bros Farms, Inc. Employee Stock Ownersh
  • TYPE ind #1948

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 What is an ESOP? → · Plans in Iowa →

Northwest Bank & Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Bwe, Inc. Employee Stock Ownership PlanBwe, Inc. Employee Stock Own…$3MNorthwest Bank & Trust Company Employee Stock Ownership PlanNorthwest Bank & Trust Compa…$3MSwearingin Bros Farms, Inc. Employee Stock OwnershSwearingin Bros Farms, Inc. …$3MImperial Woodworks, Inc. Employee Stock Ownership PlanImperial Woodworks, Inc. Emp…$3MHeartland Affiliates, Inc. Employee Stock Ownership PlanHeartland Affiliates, Inc. E…$3M
End-of-year total assets ($M) among Northwest Bank & Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Northwest Bank & Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Northwest Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 516.0135967343003% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.19M $13.5M ▲ +516.0%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 57 $3M
2024 2 149 $13M

Northwest Bank & Trust Company filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$589K
Employer EIN420442354
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Northwest Bank & Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Northwest Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 3.163034 · Participants: 69Northwest Bank & Trust Company Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Northwest Bank & Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Northwest Bank & Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

Northwest Bank & Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Swearingin Bros Farms, Inc. Employee Stock Ownersh in MO ($3M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Northwest Bank & Trust Company Employee Stock Ownership Plan assets move in 2024? ▼
Northwest Bank & Trust Company Employee Stock Ownership Plan grew sharply - up 22.9% during 2024, from $3M to $3M. Reported net income was $589K.
How have Northwest Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwest Bank & Trust Company's sponsor-wide assets grew 516.0%, from $2M to $13M.
Which ESOP plans are similar in size to Northwest Bank & Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Swearingin Bros Farms, Inc. Employee Stock Ownersh in MO ($3M, 2 participants).
Which ESOP plans cover a similar participant headcount to Northwest Bank & Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants, $103M 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 420442354.

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.