401(k)
2023 plan-year 401(k) DOL Form 5500

GRAND RIVER MEDICAL GROUP RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP

This 401(k) plan holds $96M in total assets and serves 396 participants as of 2023. It is sponsored by DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP in Iowa. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$96M
Participants
396
State
Industry
Healthcare & Social Assistance

What the Filing Says About GRAND RIVER MEDICAL GROUP RETIREMENT PLAN

GRAND RIVER MEDICAL GROUP RETIREMENT PLAN is a 401(k) retirement plan sponsored by DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP, headquartered in Iowa. As of the 2023 Form 5500 filing, the plan reports $96M in total end-of-year assets and covers 396 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420848123, and the plan has been effective since 1961-01-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $83M at the beginning of 2023 to $96M at year-end — a gain of 15.9%. Net assets (after liabilities) closed the year at $96M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$83M
Total Assets (End of Year)$96M
Net Assets (End of Year)$96M
Net Income$13M
Plan Type401(k)
Employer EIN420848123
Plan Effective Date1961-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP)

Year Plans Participants Total Assets
2022 1 358 $83M
2023 1 396 $96M
2024 1 415 $91M

Nearby 401(k) Plans in Iowa

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Frequently Asked Questions

How much money is in the GRAND RIVER MEDICAL GROUP RETIREMENT PLAN?
As of the 2023 Form 5500 filing, GRAND RIVER MEDICAL GROUP RETIREMENT PLAN holds $96M in total assets with 396 participants. It is sponsored by DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP.
What type of plan is GRAND RIVER MEDICAL GROUP RETIREMENT PLAN?
GRAND RIVER MEDICAL GROUP RETIREMENT PLAN is a 401(k) plan. It has been effective since 1961-01-07. The plan is filed with the U.S. Department of Labor under EIN 420848123.
Who sponsors the GRAND RIVER MEDICAL GROUP RETIREMENT PLAN?
GRAND RIVER MEDICAL GROUP RETIREMENT PLAN is sponsored by DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP, located in Iowa. The sponsor's EIN is 420848123 and the plan operates in the Healthcare & Social Assistance industry.
How did GRAND RIVER MEDICAL GROUP RETIREMENT PLAN perform in 2023?
GRAND RIVER MEDICAL GROUP RETIREMENT PLAN grew by 15.9% during 2023, moving from $83M to $96M in total assets. Net income was $13M.
Where can I find official filings for GRAND RIVER MEDICAL GROUP RETIREMENT PLAN?
Official Form 5500 filings for GRAND RIVER MEDICAL GROUP RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420848123 or plan name at efast.dol.gov.
How does GRAND RIVER MEDICAL GROUP RETIREMENT PLAN compare to other plans?
You can compare GRAND RIVER MEDICAL GROUP RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 420848123.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.