Profit Sharing · DOL Form 5500 · 2022

Oneota Riverview Care Facility, Inc Profit Sharing Plan

Data updated 2026-08-25

$858K
Total assets Small plan by assets
96
Participants Small participant base
23rd
Percentile by assets National rank
$8,935
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Wellington Place Employee Retirement Plan · Sponsored by Oneota Riverview Care Facility, Inc · Iowa · Healthcare & Social Assistance

$858K in assets, 96 participants

Oneota Riverview Care Facility, Inc's Wellington Place Employee Retirement Plan reported $858K in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,031 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Wellington Place Employee Retirement Plan declined sharply 26.0% in 2022 ($1M → $858K) for 96 participants.

#4,031
in Healthcare & Social Assistance (20,060 peers)
-26.0%
assets change YoY

The plan reported a net loss of $302K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellington Place Employee Retirement Plan among the smaller filed plans by assets

Wellington Place Employee Retirement Plan vs every filed plan by assets

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

$857,772 23rd percentile higher than 23% 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

Wellington Place Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellington Place Employee Retirement Plan is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 411316873 · Oneota Riverview Care Facility, Inc PY 2022 · Profit Sharing

Wellington Place Employee Retirement Plan · $858K · 96 · 23rd

  • 5500 $858K
  • 5500 96
  • 5500 23rd
  • 5500 Profit Sharing
  • 5500 near Kceoc Community Action Partnership Profit Sharing Plan
  • 5500 ind #4031

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 →

Wellington Place Employee Retirement Plan in the asset neighbourhood

Wellington Place Employee Retirement PlanWellington Place Employee Re…$858KKceoc Community Action Partnership Profit Sharing PlanKceoc Community Action Partn…$858KDestination Alaska Charters, Inc. Retirement PlanDestination Alaska Charters,…$858KR & T Harman Enterprises, Inc. - Pension Transfer Trust PlanR & T Harman Enterprises, In…$858KWarranty Company, Inc. Profit Sharing PlanWarranty Company, Inc. Profi…$857K
End-of-year total assets ($M) among Wellington Place Employee Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$858K
Net Income-$302K
Employer EIN411316873
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Wellington Place Employee Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50510152025 Total assets ($M) Participants Wellington Place Employee Retirement Plan, Total assets ($M): 0.857772 · Participants: 96Wellington Place Employee Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 21.182486 · Participants: 12Liberty Pattern Company Profit Sharing PlanCambridge Investment Group, Inc. Profit Sharing Plan, Total assets ($M): 17.001274 · Participants: 772Cambridge Investment Group, Inc. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 16.565021 · Participants: 219Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 14.749988 · Participants: 227Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 14.268608 · Participants: 80Hwh Corporation Employees' Profit Sharing Plan and Trust
Wellington Place Employee Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Wellington Place Employee Retirement Plan side-by-side with 3 peers →

Wellington Place Employee Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Kceoc Community Action Partnership Profit Sharing Plan in KY ($858K); by covered participants it is Grubb & Associates, Inc. Profit Sharing Plan in TN (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Wellington Place Employee Retirement Plan assets move in 2022? ▼
Wellington Place Employee Retirement Plan declined sharply - down 26.0% during 2022, from $1M to $858K. Reported net income was -$302K.
Where does Wellington Place Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Wellington Place Employee Retirement Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wellington Place Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kceoc Community Action Partnership Profit Sharing Plan in KY ($858K, 268 participants).
Which Profit Sharing plans cover a similar participant headcount to Wellington Place Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Grubb & Associates, Inc. Profit Sharing Plan in TN (96 participants, $639K 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 411316873.

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.