401(k) · DOL Form 5500 · 2022
Wellmark, Inc. 401(k) Plan
Data updated 2026-08-25
- $333M
- Total assets Above avg plan size
- 1,832
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $181,644
- Avg per participant Above avg balance/head
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.
- #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.
- #8,781
- in Finance & Insurance (9,261 peers)
- -18.0%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
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.
Wellmark, Inc. Savings and Investment Plan's outsized position by total assets
Wellmark, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$332,772,493 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
Wellmark, Inc. Savings and Investment 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. Wellmark, Inc. Savings and Investment Plan lands in the large band (1,832 participants).
Form 5500 schedule snapshot
Filing strip 420318333 · Wellmark, Inc. PY 2022 · 401(k)
Wellmark, Inc. Savings and Investment Plan · $333M · 1,832 · 97th
- VS-ST $333M
- VS-ST 1,832
- VS-ST 97th
- VS-ST 401(k)
- VS-ST near Nch Healthcare System, Inc. 401(k) Plan
- VS-ST ind #8781
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 →
Wellmark, Inc. Savings and Investment Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Wellmark, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $468M 40.61932546810592% vs 2022
- 2024 filing year
| 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.
- 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
Wellmark, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Nch Healthcare System, Inc. 401(k) Plan in FL ($333M); by covered participants it is Alzheimer's Association Retirement and Savings Plan in IL (1,832 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,832 participants); asset peers above are excluded.
- Alzheimer's Association Retirement and Savings Plan (IL) 1,832 · 0 off
- Foundation Health Partners 401(k) Plan (AK) 1,833 · 1 off
- Southwire Company Salaried 401(k) Plan (GA) 1,833 · 1 off
- Ciena Corporation 401(k) Plan (MD) 1,833 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.