401(k) · DOL Form 5500 · 2024
United Bank of Iowa 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 301
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $223,189
- Avg per participant Above avg balance/head
Official DOL plan name: Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement · Sponsored by United Bank of Iowa · Iowa · Management of Enterprises
$67M in assets, 301 participants
United Bank of Iowa's Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reported $67M in total assets and 301 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #813 in Management of Enterprises (1,133 peers)
Coverage in Iowa
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement covers 301 participants in Iowa, about 49% of the average Iowa filer (state average ~609 per filing). Assets: $67M.
- #813
- in Management of Enterprises (1,133 peers)
- +4.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement's outsized position by total assets
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,179,748 Top 13% higher than 87% 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
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement 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. Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement sits mid-pack in the medium band (301 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement end-of-year assets rose from $64M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement reported participants rose from 296 in the plan year 2023 filing to 301 in the plan year 2024 filing.
DOL schedule card
Filing strip 421166401 · United Bank of Iowa PY 2024 · 401(k)
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement · $67M · 301 · 87th
- 5500 $67M
- ASSETS 301
- PCT 87th
- EIN 401(k)
- RANK near Molded Fiber Glass Companies Profit Sharing & 401(k) Plan
- PHOTO ind #813
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 Management of Enterprises retirement plans → · Plans in Iowa →
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $3M |
| Employer EIN | 421166401 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Bank of Iowa)
Sponsor-wide plan assets over time
All United Bank of Iowa plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 13.364882121005165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $59M |
| 2023 | 1 | 296 | $64M |
| 2024 | 1 | 301 | $67M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Molded Fiber Glass Companies Profit Sharing & 401(k) Plan in OH ($67M); by covered participants it is Table Talk Pies, Inc. Retirement Savings Plan in MA (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Table Talk Pies, Inc. Retirement Savings Plan (MA) 301 · 0 off
- Twin Management, LLC Employees Savings Trust (KY) 301 · 0 off
- Suominen 401(k) Plan (CT) 301 · 0 off
- Celero Commerce 401(k) Plan (TN) 301 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.