401(k) · DOL Form 5500 · 2024
Carroll County Bancshares, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $194,801
- Avg per participant Above avg balance/head
Official DOL plan name: Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) · Sponsored by Carroll County Bancshares, Inc. · Iowa · Finance & Insurance
$37M in assets, 188 participants
Carroll County Bancshares, Inc.'s Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) reported $37M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,908 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) covers 188 participants in Iowa, about 31% of the average Iowa filer (state average ~609 per filing). Assets: $37M.
- #5,908
- in Finance & Insurance (8,549 peers)
- +0.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)'s outsized position by total assets
Carroll County 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
$36,622,558 Top 20% higher than 80% 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
Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) 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. Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) reported net income fell from $1M in the plan year 2023 filing to $536K in the plan year 2024 filing.
- Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) end-of-year assets rose from $37M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 421113591 · Carroll County Bancshares, Inc. PY 2024 · 401(k)
Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) · $37M · 188 · 80th
- SCH $37M
- EBSA 188
- PART 80th
- TYPE 401(k)
- NET near Liquid Web LLC 401(k) Plan
- BOOK ind #5908
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 Finance & Insurance retirement plans → · Plans in Iowa →
Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $536K |
| Employer EIN | 421113591 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll County Bancshares, Inc.)
Sponsor-wide plan assets over time
All Carroll County Bancshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 4.139124474641733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $35M |
| 2023 | 1 | 189 | $37M |
| 2024 | 1 | 188 | $37M |
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
Carroll County 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 Liquid Web LLC 401(k) Plan in MI ($37M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Liquid Web LLC 401(k) Plan (MI) $37M · 542
- Bti360 401(k) Plan (VA) $37M · 135
- Cox & Company, Inc. 401(k) Savings Plan (NY) $37M · 230
- Overland West, Inc. 401(k) Profit Sharing Plan (UT) $37M · 242
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Trinity Rehab, LLC 401(k) Plan (NC) 188 · 0 off
- Burdette Beckmann, Inc. 401(k) Profit Sharing Plan (FL) 188 · 0 off
- Advanced Digital Cable, Inc 401(k) Plan (NC) 188 · 0 off
- Mainstreet Bank 401(k) Plan (VA) 188 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.