401(k) · DOL Form 5500 · 2024

VISIONBANK 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 136
Participants Small participant base: 60th
Percentile by assets National rank: $89,787
Avg per participant Below avg balance/head

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

$12M in assets, 136 participants

VISIONBANK's Visionbank 401(k) Plan reported $12M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

#3,760 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Visionbank 401(k) Plan covers 136 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $12M.

#3,760
in Finance & Insurance (8,549 peers): +20.5%
assets growth YoY

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

Visionbank 401(k) Plan vs every filed plan by assets

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

$12,211,092 Top 40% higher than 60% 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

Visionbank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Visionbank 401(k) Plan sits mid-pack in the medium band (136 participants).

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%)

Visionbank 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Visionbank 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Visionbank 401(k) Plan reported participants fell from 139 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420183300 · VISIONBANK PY 2024 · 401(k)

Visionbank 401(k) Plan · $12M · 136 · 60th

BOY $12M
BOY 136
BOY 60th
BOY 401(k)
BOY near Southland Insulators-Group 2 401(k) Plan
BOY ind #3760

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 Visionbank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	420183300
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (VISIONBANK)

Latest sponsor-wide plan assets: $12M 37.46636681189967% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	103	$9M
2023	1	139	$10M
2024	1	136	$12M

Nearby 401(k) Plans in Iowa

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

Visionbank 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 Visionbank 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Southland Insulators-Group 2 401(k) Plan in MD ($12M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Southland Insulators-Group 2 401(k) Plan (MD) $12M · 379
Upcap Services, Inc 403b Retirement Plan (MI) $12M · 79
Integrated Computer Solutions of Vestal, LLC 401(k) Psp (NY) $12M · 214
Ram Enterprise, Inc. 401(k) Profit Sharing Plan (NV) $12M · 198

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
Patient Now LLC 401(k) Plan (CO) 136 · 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 Visionbank 401(k) Plan assets move in 2024? ▼

Visionbank 401(k) Plan grew sharply - up 20.5% during 2024, from $10M to $12M. Reported net income was $2M.

How have VISIONBANK plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), VISIONBANK's sponsor-wide assets grew 37.5%, from $9M to $12M.

Which 401(k) plans are similar in size to Visionbank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Southland Insulators-Group 2 401(k) Plan in MD ($12M, 379 participants).

Which 401(k) plans cover a similar participant headcount to Visionbank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 420183300.