401(k) · DOL Form 5500 · 2024

United Iowa Financial 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 13
Participants Small participant base: 51st
Percentile by assets National rank: $611,702
Avg per participant High balance/head

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Official DOL plan name: United Iowa Financial 401(k) Plan · Sponsored by United Iowa Financial · Iowa · Finance & Insurance

$8M in assets, 13 participants

United Iowa Financial's United Iowa Financial 401(k) Plan reported $8M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#3,023 in Finance & Insurance (8,549 peers)

United Iowa Financial multi-year trail

United Iowa Financial's plans moved +86.7% in assets from 2022 to 2024; this filing shows United Iowa Financial 401(k) Plan at $8M / 13 participants.

#3,023
in Finance & Insurance (8,549 peers): +34.5%
assets growth YoY

United Iowa Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

United Iowa Financial 401(k) Plan vs every filed plan by assets

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

$7,952,127 Top 49% higher than 51% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

United Iowa Financial 401(k) 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. United Iowa Financial 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

United Iowa Financial 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
United Iowa Financial 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 834422013 · United Iowa Financial PY 2024 · 401(k)

United Iowa Financial 401(k) Plan · $8M · 13 · 51st

IND $8M
IND 13
IND 51st
IND 401(k)
IND near Las Vegas Paiute Tribe 401(k) Retirement Plan
IND ind #3023

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 →

End-of-year total assets ($M) among United Iowa Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

United Iowa Financial multi-year asset trail

Latest sponsor-wide plan assets: $8M 86.72855943283516% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	16	$4M
2023	1	13	$6M
2024	1	13	$8M

United Iowa Financial filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	834422013
Plan Effective Date	2019-11-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Iowa

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

United Iowa Financial 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare United Iowa Financial 401(k) Plan side-by-side with 3 peers →

United Iowa Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Las Vegas Paiute Tribe 401(k) Retirement Plan in NV ($8M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Las Vegas Paiute Tribe 401(k) Retirement Plan (NV) $8M · 224
All Star Recruiting Inc 401(k) Plan (FL) $8M · 290
Reproductive Freedom for All 401(k) Plan (DC) $8M · 38
Boys & Girls Village Inc. Retirment Plan (CT) $8M · 244

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off

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 United Iowa Financial 401(k) Plan assets move in 2024? ▼

United Iowa Financial 401(k) Plan surged - up 34.5% during 2024, from $6M to $8M. Reported net income was $2M.

How have United Iowa Financial plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Iowa Financial's sponsor-wide assets grew 86.7%, from $4M to $8M.

Which 401(k) plans are similar in size to United Iowa Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Las Vegas Paiute Tribe 401(k) Retirement Plan in NV ($8M, 224 participants).

Which 401(k) plans cover a similar participant headcount to United Iowa Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 834422013.