401(k) · DOL Form 5500 · 2023

Van Diest Investment Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
134
Participants Small participant base
70th
Percentile by assets National rank
$128,262
Avg per participant Near avg balance/head
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Official DOL plan name: Bank Employees Savings Plan · Sponsored by Van Diest Investment Company · Iowa · Finance & Insurance

$17M in assets, 134 participants

Van Diest Investment Company's Bank Employees Savings Plan reported $17M in total assets and 134 participants in its 2023 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.

  • #4,922 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Bank Employees Savings Plan covers 134 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $17M.

#4,922
in Finance & Insurance (8,869 peers)
+15.6%
assets growth YoY

Bank Employees Savings Plan's outsized position by total assets

Bank Employees Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,187,108 Top 30% higher than 70% of 127,068 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 2023

Bank Employees Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank Employees Savings Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank Employees Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bank Employees Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Bank Employees Savings Plan reported participants rose from 120 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420839178 · Van Diest Investment Company PY 2023 · 401(k)

Bank Employees Savings Plan · $17M · 134 · 70th

  • NET $17M
  • BOOK 134
  • VS-ST 70th
  • BOY 401(k)
  • SCH near East River Anesthesiology, Inc. Profit Sharing Plan
  • EBSA ind #4922

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 →

Bank Employees Savings Plan in the asset neighbourhood

Bank Employees Savings Plan$17MEast River Anesthesiology, Inc. Profit Sharing PlanEast River Anesthesiology, I…$17MDuggins Wren Mann & Romero, LLP 401(k) PlanDuggins Wren Mann & Romero, …$17MTrinity Medical Wny 403(b) PlanTrinity Medical Wny 403(b) P…$17MTankstar USA, Inc. Profit Sharing and Employee's Savings PlanTankstar USA, Inc. Profit Sh…$17M
End-of-year total assets ($M) among Bank Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN420839178
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van Diest Investment Company)

Sponsor-wide plan assets over time

All Van Diest Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.306583958712723% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.9M $17M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 120 $15M
2023 1 134 $17M
2024 1 134 $17M

Nearby 401(k) Plans in Iowa

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

Bank Employees Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Bank Employees Savings Plan, Total assets ($B): 0.017187108 · Participants: 134Bank Employees Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Bank Employees Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Bank Employees Savings Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is East River Anesthesiology, Inc. Profit Sharing Plan in WV ($17M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bank Employees Savings Plan assets move in 2023? ▼
Bank Employees Savings Plan grew sharply - up 15.6% during 2023, from $15M to $17M. Reported net income was $2M.
How have Van Diest Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Diest Investment Company's sponsor-wide assets grew 14.3%, from $15M to $17M.
Which 401(k) plans are similar in size to Bank Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is East River Anesthesiology, Inc. Profit Sharing Plan in WV ($17M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Bank Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420839178.

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.