401(k) · DOL Form 5500 · 2024

Iowa State Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
123
Participants Small participant base
72nd
Percentile by assets National rank
$175,098
Avg per participant Above avg balance/head
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Official DOL plan name: Iowa State Bank 401(k) Plan · Sponsored by Iowa State Bank · Iowa · Finance & Insurance

$22M in assets, 123 participants

Iowa State Bank's Iowa State Bank 401(k) Plan reported $22M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,877 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Iowa State Bank 401(k) Plan covers 123 participants in Iowa, about 20% of the average Iowa filer (state average ~609 per filing). Assets: $22M.

#4,877
in Finance & Insurance (8,549 peers)
+5.4%
assets growth YoY

Iowa State Bank 401(k) Plan's outsized position by total assets

Iowa State Bank 401(k) Plan vs every filed plan by assets

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

$21,536,993 Top 28% higher than 72% 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

Iowa State Bank 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. Iowa State Bank 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iowa State Bank 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Iowa State Bank 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Iowa State Bank 401(k) Plan reported participants fell from 127 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420335307 · Iowa State Bank PY 2024 · 401(k)

Iowa State Bank 401(k) Plan · $22M · 123 · 72nd

  • BOY $22M
  • BOY 123
  • BOY 72nd
  • BOY 401(k)
  • BOY near Bassenian Lagoni 401(k) Profit Sharing Plan
  • BOY ind #4877

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 →

Iowa State Bank 401(k) Plan in the asset neighbourhood

Iowa State Bank 401(k) Plan$22MBassenian Lagoni 401(k) Profit Sharing PlanBassenian Lagoni 401(k) Prof…$22MWkw North America 401(k) Plan$22MSaxton & Stump, LLC 401(k) Profit Sharing PlanSaxton & Stump, LLC 401(k) P…$22MKensing, LLC 401(k) Plan$22M
End-of-year total assets ($M) among Iowa State Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN420335307
Plan Effective Date1980-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa State Bank)

Sponsor-wide plan assets over time

All Iowa State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 20.35337981202022% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.9M $21.5M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 99 $18M
2023 1 127 $20M
2024 1 123 $22M

Nearby 401(k) Plans in Iowa

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

Iowa State Bank 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Iowa State Bank 401(k) Plan, Total assets ($B): 0.021536993 · Participants: 123Iowa State Bank 401(k) 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
Iowa State Bank 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa State Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Bassenian Lagoni 401(k) Profit Sharing Plan in CA ($22M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Iowa State Bank 401(k) Plan assets move in 2024? ▼
Iowa State Bank 401(k) Plan grew at a solid clip - up 5.4% during 2024, from $20M to $22M. Reported net income was $1M.
How have Iowa State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa State Bank's sponsor-wide assets grew 20.4%, from $18M to $22M.
Which 401(k) plans are similar in size to Iowa State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bassenian Lagoni 401(k) Profit Sharing Plan in CA ($22M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Iowa State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 420335307.

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.