401(k) · DOL Form 5500 · 2024

First of Waverly Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
83
Participants Small participant base
71st
Percentile by assets National rank
$256,511
Avg per participant Above avg balance/head
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Official DOL plan name: First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement · Sponsored by First of Waverly Corporation · Iowa · Management of Enterprises

$21M in assets, 83 participants

First of Waverly Corporation's First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement reported $21M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

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

First of Waverly Corporation multi-year trail

First of Waverly Corporation's plans moved +18.0% in assets from 2022 to 2024; this filing shows First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement at $21M / 83 participants.

#607
in Management of Enterprises (1,133 peers)
+18.3%
assets growth YoY

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement's outsized position by total assets

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement vs every filed plan by assets

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

$21,290,440 Top 29% higher than 71% 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

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement reported net income rose from -$50K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement reported participants fell from 88 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421174109 · First of Waverly Corporation PY 2024 · 401(k)

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement · $21M · 83 · 71st

  • PHOTO $21M
  • IND 83
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Woodstock Sterile Solutions, Inc. 401(k) Plan
  • PCT ind #607

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 →

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement in the asset neighbourhood

First of Waverly Employee Stock Ownership and Savings Plan & Trust AgreementFirst of Waverly Employee St…$21MWoodstock Sterile Solutions, Inc. 401(k) PlanWoodstock Sterile Solutions,…$21MAfmc 401(k) Retirement Plan$21MPriority Automotive Group 401(k) & Profit Sharing PlanPriority Automotive Group 40…$21MKendall Packaging Corporation 401(k) PlanKendall Packaging Corporatio…$21M
End-of-year total assets ($M) among First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First of Waverly Corporation multi-year asset trail

Sponsor-wide plan assets over time

All First of Waverly Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.975687647175643% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.1M $21.3M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 89 $18M
2023 1 88 $18M
2024 1 83 $21M

First of Waverly Corporation filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN421174109
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement, Total assets ($B): 0.02129044 · Participants: 83First of Waverly Employee Stock Ownership and Savings Plan & Trust AgreementThe 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
First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement side-by-side with 3 peers →

First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Woodstock Sterile Solutions, Inc. 401(k) Plan in IL ($21M); by covered participants it is Arizona Pulmonary Specialists, Ltd. Savings Plan in AZ (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement assets move in 2024? ▼
First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement grew sharply - up 18.3% during 2024, from $18M to $21M. Reported net income was $3M.
How have First of Waverly Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First of Waverly Corporation's sponsor-wide assets grew 18.0%, from $18M to $21M.
Which 401(k) plans are similar in size to First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Woodstock Sterile Solutions, Inc. 401(k) Plan in IL ($21M, 403 participants).
Which 401(k) plans cover a similar participant headcount to First of Waverly Employee Stock Ownership and Savings Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Pulmonary Specialists, Ltd. Savings Plan in AZ (83 participants, $22M 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 421174109.

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.