401(k) · DOL Form 5500 · 2022

Mason City Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
207
Participants Below avg headcount
94th
Percentile by assets National rank
$616,540
Avg per participant High balance/head
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Official DOL plan name: Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Mason City Clinic, P.C. · Iowa · Healthcare & Social Assistance

$128M in assets, 207 participants

Mason City Clinic, P.C.'s Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust reported $128M in total assets and 207 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.

  • #19,020 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust covers 207 participants in Iowa, about 34% of the average Iowa filer (state average ~609 per filing). Assets: $128M.

#19,020
in Healthcare & Social Assistance (20,060 peers)
-17.9%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$127,623,789 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

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (207 participants).

DOL schedule card

Filing strip 421009288 · Mason City Clinic, P.C. PY 2022 · 401(k)

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust · $128M · 207 · 94th

  • NET $128M
  • BOOK 207
  • VS-ST 94th
  • BOY 401(k)
  • SCH near Bell and Howell 401(k) Savings Plan
  • EBSA ind #19020

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 →

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

IBEW Local 38 401(k) Retirement PlanIBEW Local 38 401(k) Retirem…$128MNepc, LLC Profit Sharing and 401(k) PlanNepc, LLC Profit Sharing and…$128MBell and Howell 401(k) Savings PlanBell and Howell 401(k) Savin…$128MMason City Clinic, P.C. 401(k) Profit Sharing Plan and TrustMason City Clinic, P.C. 401(…$128MLevi Ray & Shoup 401(k) Matching Contribution PlanLevi Ray & Shoup 401(k) Matc…$127M
End-of-year total assets ($M) among Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$127M
Net Income-$28M
Employer EIN421009288
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mason City Clinic, P.C.)

Sponsor-wide plan assets over time

All Mason City Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$180M 41.04461825686745% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $128M $180M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 207 $128M
2023 1 203 $157M
2024 1 188 $180M

Nearby 401(k) Plans in Iowa

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

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.127623789 · Participants: 207Mason City Clinic, P.C. 401(k) Profit Sharing Plan and TrustThe 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
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Bell and Howell 401(k) Savings Plan in NC ($128M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust declined sharply - down 17.9% during 2022, from $155M to $128M. Reported net income was -$28M.
How have Mason City Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mason City Clinic, P.C.'s sponsor-wide assets grew 41.0%, from $128M to $180M.
Where does Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust 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 Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bell and Howell 401(k) Savings Plan in NC ($128M, 802 participants).
Which 401(k) plans cover a similar participant headcount to Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 421009288.

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.