How big is Malvern Bank's plan?

Malvern Bank's plan reported $2.7M in assets and 22 participants for 2024.

Original filing (PDF)20250905113532NAL0010324707001

Malvern Bank

Name: Malvern Bank — Malvern Bank 401(k) Plan, Form 5500 (2024)
Creator: Malvern Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Malvern Bank 401(k) Plan

401(k) retirement plan · Malvern Bank's Malvern Bank 401(k) Plan held $2.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Jay Burdic signed Malvern Bank's 2024 Form 5500 as plan administrator.

Jay Burdic — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Malvern Bank's EIN is 42-0392900.

EIN 42-0392900

Plan number 001

Plan year 2024

ACK ID 20250905113532NAL0010324707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Malvern Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Malvern Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALVERN BANK.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MALVERN BANK

EIN

all filings

Address

404 MAIN STREET · MALVERN, IA · 515510120

Phone

(712) 624-8686

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

Credit Agricole Corporate and Investment Bank

Credit Agricole Indosuez (USA) Money Purchase Pension Plan

$2.7M

Carmine State Bank

Carmine State Bank 401(k) and Profit Sharing Plan

$2.7M · 9 participants

First State Bank of Burnet

First State Bank of Burnet 401(k)

$2.7M · 39 participants

Trustmark Corporation

Trustmark Corporation Pension Plan for Certain Employees of Acquired Financial Institutions

$2.7M · 7 participants

Yankee Ridge, Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.