401(k) · DOL Form 5500 · 2022
Wellmark, Inc. 401(k) Plan
Data updated 2026-08-11
- $333M
- Total assets
- 1,832
- Participants
- 97th
- Percentile by assets
- $181,644
- Avg per participant
Official DOL plan name: Wellmark, Inc. Savings and Investment Plan · Sponsored by Wellmark, Inc. · Iowa · Finance & Insurance
$333M in assets, 1,832 participants
Wellmark, Inc.'s Wellmark, Inc. Savings and Investment Plan reported $333M in total assets and 1,832 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.
- 97th percentile by assets (of 139,126 plans)
- #8,781 in Finance & Insurance (9,261 peers)
Coverage in Iowa
Wellmark, Inc. Savings and Investment Plan covers 1,832 participants in Iowa, 3.0x the typical Iowa plan (state average ~609 per filing). Assets: $333M.
- $333M
- total plan assets (2022 EOY)
- 1,832
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $181,644
- avg assets per participant
The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Wellmark, Inc. Savings and Investment Plan reports 1,832 participants - 3.0x that state average ($333M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $406M |
|---|---|
| Net Assets (End of Year) | $333M |
| Net Income | -$73M |
| Employer EIN | 420318333 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellmark, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,832 | $333M |
| 2023 | 1 | 1,868 | $410M |
| 2024 | 1 | 1,944 | $468M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wellmark, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wellmark, Inc. Savings and Investment Plan by total assets, not by location.
- Nch Healthcare System, Inc. 401(k) Plan (FL) $333M · 4,085
- Gbt 401(k) Plan (NY) $333M · 4,367
- Kinross Gold Retirement Plan (CO) $333M · 2,262
- Point72, L.P. 401(k) Plan (CT) $332M · 1,360
Frequently Asked Questions
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Filing takeaways
Ways to act on Wellmark, Inc. Savings and Investment Plan's numbers.
- By total assets, Wellmark, Inc. Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Wellmark, Inc.'s sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Finance & Insurance plans