401(k) · DOL Form 5500 · 2024

Koss-Winn Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
42
Participants Small participant base
87th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Koss-Winn Bancshares, Inc. · Iowa · Management of Enterprises

$67M in assets, 42 participants

Koss-Winn Bancshares, Inc.'s Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $67M in total assets and 42 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.

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

Where Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits by assets

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits in the top quartile of all filed plans by assets, $67M for 42 participants (~$1.6M/participant), up 0.6% in 2024.

#810
in Management of Enterprises (1,133 peers)
+0.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

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

$66,798,249 Top 13% higher than 87% 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

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported net income fell from $895K in the plan year 2023 filing to $446K in the plan year 2024 filing.
  • Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported participants fell from 43 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $66M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421139604 · Koss-Winn Bancshares, Inc. PY 2024 · 401(k)

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $67M · 42 · 87th

  • EBSA $67M
  • PART 42
  • TYPE 87th
  • NET 401(k)
  • BOOK near Cleveland Browns Retirement Savings Plan
  • VS-ST ind #810

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 →

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsKoss-Winn Bancshares, Inc. E…$67MCleveland Browns Retirement Savings PlanCleveland Browns Retirement …$67MChallenger School 401(k) Retirement PlanChallenger School 401(k) Ret…$67MAmerican Eagle Financial Credit Union Incorporated Employee Savings PlanAmerican Eagle Financial Cre…$67MDonaghy Sales, Inc. 401(k) Profit Sharing PlanDonaghy Sales, Inc. 401(k) P…$67M
End-of-year total assets ($M) among Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$65M
Net Income$446K
Employer EIN421139604
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koss-Winn Bancshares, Inc.)

Sponsor-wide plan assets over time

All Koss-Winn Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 1.4195603377177692% vs 2022
2024 filing year
$65.5M$66M$66.5M$67M 202220232024 $65.9M $66.8M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 45 $66M
2023 1 43 $66M
2024 1 42 $67M

Nearby 401(k) Plans in Iowa

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

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.066798249 · Participants: 42Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsThe 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
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Cleveland Browns Retirement Savings Plan in OH ($67M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2024? ▼
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions held essentially flat - up 0.6% during 2024, from $66M to $67M. Reported net income was $446K.
How have Koss-Winn Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koss-Winn Bancshares, Inc.'s sponsor-wide assets grew 1.4%, from $66M to $67M.
Where does Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions rank by assets among Form 5500 filers? ▼
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland Browns Retirement Savings Plan in OH ($67M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants, N/A 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 421139604.

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.