401(k) · DOL Form 5500 · 2023

Genesis Health System 401(k) Plan

Data updated 2026-08-11

$140M
Total assets
4,651
Participants
93rd
Percentile by assets
$30,180
Avg per participant
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Official DOL plan name: Genesis Employer Contribution Plan · Sponsored by Genesis Health System · Iowa · Healthcare & Social Assistance

$140M in assets, 4,651 participants

Genesis Health System's Genesis Employer Contribution Plan reported $140M in total assets and 4,651 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,636 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Genesis Employer Contribution Plan covers 4,651 participants in Iowa, 7.6x the typical Iowa plan (state average ~609 per filing). Assets: $140M.

$140M
total plan assets (2023 EOY)
4,651
covered participants
93rd
percentile by assets (of 127,072 plans)
$30,180
avg assets per participant

Where Genesis Employer Contribution Plan sits by total assets

Genesis Employer Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$140,369,155 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Genesis Employer Contribution Plan reported net income rose from -$27M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Genesis Employer Contribution Plan end-of-year assets rose from $124M in the plan year 2022 filing to $140M in the plan year 2023 filing.
  • Genesis Employer Contribution Plan reported participants rose from 4,562 in the plan year 2022 filing to 4,651 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Healthcare & Social Assistance

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Genesis Employer Contribution Plan reports 4,651 participants - 7.6x that state average ($140M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$140M
Net Income$16M
Employer EIN421418847
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genesis Health System)

$400M$420M$440M$460M$480M$500M 20222023 $422M $485M ▲ +15.0%
Total plan assets by year, all Genesis Health System plans on file
Year Plans Participants Total Assets
2022 2 9,016 $422M
2023 2 9,302 $485M

Nearby 401(k) Plans in Iowa

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

Genesis Employer Contribution Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Genesis Employer Contribution Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -1012345 Total assets ($B) Participants Genesis Employer Con…The Principal Select…Iowa Health System S…The Hy-Vee and Affil…The Rsm US LLP Retir…Transamerica 401(k) …
Genesis Employer Contribution Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Genesis Employer Contribution Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Genesis Employer Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Genesis Employer Contribution Plan assets move in 2023? ▼
Genesis Employer Contribution Plan grew at a solid clip - up 12.9% during 2023, from $124M to $140M. Reported net income was $16M.
How have Genesis Health System plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Genesis Health System's sponsor-wide assets grew 15.0%, from $422M to $485M.
Where does Genesis Employer Contribution Plan rank by assets among Form 5500 filers? ▼
Genesis Employer Contribution Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Genesis Employer Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butterball, LLC Salary & Hourly 401(k) Plan in NC ($140M, 5,509 participants).

Next read for Genesis Employer Contribution Plan

Filing takeaways

Ways to act on Genesis Employer Contribution Plan's numbers.

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 421418847.

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.