Other · DOL Form 5500 · 2022

Genesis Health System Retirement Plan

Data updated 2026-08-25

$297M
Total assets Near avg plan size
4,454
Participants Above avg headcount
97th
Percentile by assets National rank
$66,725
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$297M in assets, 4,454 participants

Genesis Health System's Genesis Health System Retirement Savings Plan reported $297M in total assets and 4,454 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,482 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Genesis Health System Retirement Savings Plan covers 4,454 participants in Iowa, 7.3x the typical Iowa plan (state average ~609 per filing). Assets: $297M.

#19,482
in Healthcare & Social Assistance (20,060 peers)
-20.5%
assets change YoY
3.0×
vs typical plan assets (national mean)

The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Genesis Health System Retirement Savings Plan's outsized position by total assets

Genesis Health System Retirement Savings Plan vs every filed plan by assets

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

$297,192,368 Top 3% higher than 97% 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 Health System Retirement Savings 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 Health System Retirement Savings Plan lands in the large band (4,454 participants).

Published 5500 schedule card

Filing strip 421418847 · Genesis Health System PY 2022 · Other

Genesis Health System Retirement Savings Plan · $297M · 4,454 · 97th

  • SCH $297M
  • EBSA 4,454
  • PART 97th
  • TYPE Other
  • NET near Jefferson Health New Jersey 403(b) Plan
  • BOOK ind #19482

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 Health System Retirement Savings Plan in the asset neighbourhood

Jefferson Health-Northeast 403(b) PlanJefferson Health-Northeast 4…$298MGenesis Health System Retirement Savings PlanGenesis Health System Retire…$297MJefferson Health New Jersey 403(b) PlanJefferson Health New Jersey …$297MRoger Williams University Retirement PlanRoger Williams University Re…$297MElectricians Annuity Plan - IBEW Local 456Electricians Annuity Plan - …$296M
End-of-year total assets ($M) among Genesis Health System Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$374M
Net Assets (End of Year)$297M
Net Income-$76M
Employer EIN421418847
Plan Effective Date1995-11-01
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 Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Genesis Health System Retirement Savings Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Genesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 104.793698 · Participants: 540St. Ambrose University Defined Contribution Plan
Genesis Health System Retirement Savings Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Genesis Health System Retirement Savings Plan side-by-side with 3 peers →

Genesis Health System Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Jefferson Health New Jersey 403(b) Plan in PA ($297M); by covered participants it is Shriners Hospitals for Children Retirement Savings Plan in FL (4,458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($297M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,454 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 Health System Retirement Savings Plan assets move in 2022? ▼
Genesis Health System Retirement Savings Plan declined sharply - down 20.5% during 2022, from $374M to $297M. Reported net income was -$76M.
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 Health System Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Genesis Health System Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Genesis Health System Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Jefferson Health New Jersey 403(b) Plan in PA ($297M, 3,943 participants).
Which Other plans cover a similar participant headcount to Genesis Health System Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Shriners Hospitals for Children Retirement Savings Plan in FL (4,458 participants, $605M 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.