401(k) · DOL Form 5500 · 2022

Genesis Health System 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
4,562
Participants Above avg headcount
94th
Percentile by assets National rank
$27,254
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Genesis Employer Contribution Plan · Sponsored by Genesis Health System · Iowa · Healthcare & Social Assistance

$124M in assets, 4,562 participants

Genesis Health System's Genesis Employer Contribution Plan reported $124M in total assets and 4,562 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,002 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Genesis Employer Contribution Plan covers 4,562 participants in Iowa, 7.5x the typical Iowa plan (state average ~609 per filing). Assets: $124M.

#19,002
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Genesis Employer Contribution Plan's outsized position by total assets

Genesis Employer Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$124,334,628 Top 6% higher than 94% of 139,123 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 2022

Genesis Employer Contribution Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genesis Employer Contribution Plan lands in the large band (4,562 participants).

DOL schedule card

Filing strip 421418847 · Genesis Health System PY 2022 · 401(k)

Genesis Employer Contribution Plan · $124M · 4,562 · 94th

  • BOY $124M
  • BOY 4,562
  • BOY 94th
  • BOY 401(k)
  • BOY near Monroe Energy Retirement Plan
  • BOY ind #19002

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Genesis Employer Contribution Plan in the asset neighbourhood

Ufcw Local One 401(k) Savings PlanUfcw Local One 401(k) Saving…$124MTforce Freight 401(k) Savings PlanTforce Freight 401(k) Saving…$124MGenesis Employer Contribution PlanGenesis Employer Contributio…$124MMonroe Energy Retirement Plan$124MCoborn's Incorporated Employees Profit Sharing 401(k) PlanCoborn's Incorporated Employ…$124M
End-of-year total assets ($M) among Genesis Employer Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$124M
Net Income-$27M
Employer EIN421418847
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genesis Health System)

Sponsor-wide plan assets over time

All Genesis Health System plans reported in each filing year

Latest sponsor-wide plan assets
$485M 15.04935949582693% vs 2022
2023 filing year
$400M$420M$440M$460M$480M$500M 20222023 $422M $485M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 9,016 $422M
2023 2 9,302 $485M

Nearby 401(k) Plans in Iowa

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

Genesis Employer Contribution Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -101234 Total assets ($B) Participants Genesis Employer Contribution Plan, Total assets ($B): 0.124334628 · Participants: 4562Genesis Employer Contribution PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Genesis Employer Contribution Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Genesis Employer Contribution Plan side-by-side with 3 peers →

Genesis Employer Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Monroe Energy Retirement Plan in PA ($124M); by covered participants it is Dexcom, Inc. 401(k) Plan in CA (4,562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,562 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Genesis Employer Contribution Plan assets move in 2022? ▼
Genesis Employer Contribution Plan declined sharply - down 17.8% during 2022, from $151M to $124M. Reported net income was -$27M.
How have Genesis Health System plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Genesis Health System's sponsor-wide assets grew 15.0%, from $422M to $485M.
Where does Genesis Employer Contribution Plan rank by assets among Form 5500 filers? ▼
Genesis Employer Contribution Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Genesis Employer Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monroe Energy Retirement Plan in PA ($124M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Genesis Employer Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dexcom, Inc. 401(k) Plan in CA (4,562 participants, $235M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421418847.

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.