401(k) · DOL Form 5500 · 2024
Two Rivers Financial Group Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $137,328
- Avg per participant Near avg balance/head
Official DOL plan name: Two Rivers Financial Group 401(k) Profit Sharing Plan · Sponsored by Two Rivers Financial Group Inc. · Iowa · Management of Enterprises
$23M in assets, 170 participants
Two Rivers Financial Group Inc.'s Two Rivers Financial Group 401(k) Profit Sharing Plan reported $23M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #627 in Management of Enterprises (1,133 peers)
Coverage in Iowa
Two Rivers Financial Group 401(k) Profit Sharing Plan covers 170 participants in Iowa, about 28% of the average Iowa filer (state average ~609 per filing). Assets: $23M.
- #627
- in Management of Enterprises (1,133 peers)
- -0.5%
- assets change YoY
The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Two Rivers Financial Group 401(k) Profit Sharing Plan's outsized position by total assets
Two Rivers Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,345,774 Top 27% higher than 73% 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
Two Rivers Financial Group 401(k) Profit Sharing 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. Two Rivers Financial Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Two Rivers Financial Group 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$106K in the plan year 2024 filing.
- Two Rivers Financial Group 401(k) Profit Sharing Plan reported participants fell from 185 in the plan year 2023 filing to 170 in the plan year 2024 filing.
- Two Rivers Financial Group 401(k) Profit Sharing Plan end-of-year assets fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 421337121 · Two Rivers Financial Group Inc. PY 2024 · 401(k)
Two Rivers Financial Group 401(k) Profit Sharing Plan · $23M · 170 · 73rd
- PHOTO $23M
- IND 170
- EOY 73rd
- 5500 401(k)
- ASSETS near Baskervill & Son, P.C. Plan for Employee Retirement
- PCT ind #627
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 →
Two Rivers Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$106K |
| Employer EIN | 421337121 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Two Rivers Financial Group Inc.)
Sponsor-wide plan assets over time
All Two Rivers Financial Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 30.22094600490991% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 331 | $20M |
| 2023 | 2 | 336 | $27M |
| 2024 | 2 | 308 | $27M |
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
Two Rivers Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Baskervill & Son, P.C. Plan for Employee Retirement in VA ($23M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 170 · 0 off
- Wb Engineering & Consulting, PLLC Retirement Savings Plan (NY) 170 · 0 off
- Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) 170 · 0 off
- Automation Components, Inc. 401(k) Profit Sharing Plan (WI) 170 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.