401(k) · DOL Form 5500 · 2024

Cedar Valley Bankshares, Ltd. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
126
Participants Small participant base
66th
Percentile by assets National rank
$125,656
Avg per participant Near avg balance/head
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Official DOL plan name: Cedar Valley Bankshares, Ltd Profit Sharing and · Sponsored by Cedar Valley Bankshares, Ltd. · Iowa · Management of Enterprises

$16M in assets, 126 participants

Cedar Valley Bankshares, Ltd.'s Cedar Valley Bankshares, Ltd Profit Sharing and reported $16M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #535 in Management of Enterprises (1,133 peers)

Coverage in Iowa

Cedar Valley Bankshares, Ltd Profit Sharing and covers 126 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#535
in Management of Enterprises (1,133 peers)
+4.1%
assets growth YoY

Cedar Valley Bankshares, Ltd Profit Sharing and's mid-pack asset rank among Management of Enterprises and all filers

Cedar Valley Bankshares, Ltd Profit Sharing and vs every filed plan by assets

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

$15,832,676 Top 34% higher than 66% 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

Cedar Valley Bankshares, Ltd Profit Sharing and 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. Cedar Valley Bankshares, Ltd Profit Sharing and sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cedar Valley Bankshares, Ltd Profit Sharing and reported net income rose from -$2M in the plan year 2023 filing to $638K in the plan year 2024 filing.
  • Cedar Valley Bankshares, Ltd Profit Sharing and end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421185784 · Cedar Valley Bankshares, Ltd. PY 2024 · 401(k)

Cedar Valley Bankshares, Ltd Profit Sharing and · $16M · 126 · 66th

  • PART $16M
  • PART 126
  • PART 66th
  • PART 401(k)
  • PART near Abbott Industries, Inc. 401(k) Plan
  • PART ind #535

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 →

Cedar Valley Bankshares, Ltd Profit Sharing and in the asset neighbourhood

Cedar Valley Bankshares, Ltd Profit Sharing andCedar Valley Bankshares, Ltd…$16MAbbott Industries, Inc. 401(k) PlanAbbott Industries, Inc. 401(…$16MNortheast Sales Distributing, Inc. 401(k) PlanNortheast Sales Distributing…$16MRadiant Credit Union 401(k) Retirement PlanRadiant Credit Union 401(k) …$16MPepsi-Cola Puerto Rico Distributing LLC 1165(e) Savings PlanPepsi-Cola Puerto Rico Distr…$16M
End-of-year total assets ($M) among Cedar Valley Bankshares, Ltd Profit Sharing and and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$638K
Employer EIN421185784
Plan Effective Date1987-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Cedar Valley Bankshares, Ltd.)

Sponsor-wide plan assets over time

All Cedar Valley Bankshares, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 5.439188503157666% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M$17M 202220232024 $16.7M $15.8M ▼ -5.4%
Year Plans Participants Total Assets
2022 1 144 $17M
2023 1 126 $15M
2024 1 126 $16M

Nearby 401(k) Plans in Iowa

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

Cedar Valley Bankshares, Ltd Profit Sharing and vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Cedar Valley Bankshares, Ltd Profit Sharing and, Total assets ($B): 0.015832676 · Participants: 126Cedar Valley Bankshares, Ltd Profit Sharing andThe 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
Cedar Valley Bankshares, Ltd Profit Sharing and vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Cedar Valley Bankshares, Ltd Profit Sharing and side-by-side with 3 peers →

Cedar Valley Bankshares, Ltd Profit Sharing and's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Abbott Industries, Inc. 401(k) Plan in OK ($16M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Cedar Valley Bankshares, Ltd Profit Sharing and assets move in 2024? ▼
Cedar Valley Bankshares, Ltd Profit Sharing and edged up modestly - up 4.1% during 2024, from $15M to $16M. Reported net income was $638K.
How have Cedar Valley Bankshares, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cedar Valley Bankshares, Ltd.'s sponsor-wide assets declined 5.4%, from $17M to $16M.
Which 401(k) plans are similar in size to Cedar Valley Bankshares, Ltd Profit Sharing and? ▼
Among 401(k) plans in other states, the closest by assets is Abbott Industries, Inc. 401(k) Plan in OK ($16M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Cedar Valley Bankshares, Ltd Profit Sharing and? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 421185784.

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.