Defined Benefit (Pension) · DOL Form 5500 · 2022
Wellmark, Inc. Pension Plan
Data updated 2026-08-25
- $287M
- Total assets Near avg plan size
- 1,641
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $174,854
- Avg per participant Above avg balance/head
Official DOL plan name: Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. · Sponsored by Wellmark, Inc. · Iowa · Finance & Insurance
$287M in assets, 1,641 participants
Wellmark, Inc.'s Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. reported $287M in total assets and 1,641 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.
- #8,727 in Finance & Insurance (9,261 peers)
Coverage in Iowa
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. covers 1,641 participants in Iowa, 2.7x the typical Iowa plan (state average ~609 per filing). Assets: $287M.
- #8,727
- in Finance & Insurance (9,261 peers)
- -24.7%
- assets change YoY
- 2.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $94M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.'s outsized position by total assets
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$286,934,779 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.'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. Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. lands in the large band (1,641 participants).
Published 5500 schedule card
Filing strip 352772844 · Wellmark, Inc. PY 2022 · Defined Benefit (Pension)
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. · $287M · 1,641 · 97th
- PCT $287M
- EIN 1,641
- RANK 97th
- PHOTO Defined Benefit (Pension)
- IND near Retirement Plan for Pilots of Hawaiian Airlines, Inc.
- EOY ind #8727
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 →
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $381M |
|---|---|
| Net Assets (End of Year) | $287M |
| Net Income | -$94M |
| Employer EIN | 352772844 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellmark, Inc.)
Sponsor-wide plan assets over time
All Wellmark, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 18.17480968384108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,641 | $287M |
| 2023 | 1 | 1,474 | $297M |
| 2024 | 1 | 1,486 | $235M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 6,789
- Principal Cash Balance Plan $1.5B · 11,788
- Midamerican Energy Company Retirement Plan $490M · 3,321
- Employers Mutual Casualty Company Retirement Plan $321M · 2,037
- Fbl Financial Group Retirement Plan $262M · 666
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Pilots of Hawaiian Airlines, Inc. in HI ($287M); by covered participants it is Cbs Combined Pension Plan in NY (1,641 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287M here).
- Retirement Plan for Pilots of Hawaiian Airlines, Inc. (HI) $287M · 183
- Dassault Falcon Jet Corporation Retirement Income Plan (NJ) $286M · 1,380
- Local No. 1 Pension Trust Fund (IL) $287M · 3,739
- Cbera Plan C (MA) $286M · 678
Similar participant headcount
Nearest other-state filings by covered participants (1,641 participants); asset peers above are excluded.
- Cbs Combined Pension Plan (NY) 1,641 · 0 off
- Mercy Health System Employees Retirement Plan (IL) 1,644 · 3 off
- Afscme Employees Pension Plan (DC) 1,645 · 4 off
- The Christ Hospital Pension Plan (OH) 1,645 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.