Back to filter
Original filing (PDF)20250609135545NAL0012351619001
PILOT BANCORP, INC.
Form 5500-SF
FILING_RECEIVED
PILOT GROVE SAVINGS BANK 401(K) PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
107
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PILOT BANCORP, INC..
Plan sponsor
Name
PILOT BANCORP, INC.
EIN
42-1206488
Address
1341 PILOT GROVE ROAD · P.O. BOX 5 · PILOT GROVE, IA · 52648
Phone
(319) 469-3951
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Commercial Banking plans
MIDSTATE BANCORP, INC.
MIDSTATE BANCORP EMPLOYEE STOCK OWNERSHIP PLAN
$7.2M · 132 participants
LINCOLN NATIONAL BANK
LINCOLN NATIONAL BANK RETIREMENT SAVINGS PLAN
$7.2M · 96 participants
ISABELLA BANK CORPORATION
ISABELLA BANK CORPORATION EMPLOYEE RETIREMENT PLAN
$7.2M · 79 participants
SAVIBANK
SAVIBANK 401(K) RETIREMENT PLAN & TRUST
$7.2M · 149 participants
FIRST SOUTHERN BANK
FIRST SOUTHERN BANCSHARES 401K SAVINGS PLAN
$7.2M · 91 participants
FARMERS & MERCHANTS BANK & TRUST
FARMERS & MERCHANTS BANK & TRUST 401(K) PROFIT SHARING PLAN
$7.3M · 54 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B