401(k) · DOL Form 5500 · 2023

Genesis Health System 401(k) Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
4,651
Participants Above avg headcount
93rd
Percentile by assets National rank
$30,180
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,636
in Healthcare & Social Assistance (17,684 peers)
+12.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Genesis Employer Contribution Plan's outsized position 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 $2,050,000,000 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 2023

Genesis Employer Contribution Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genesis Employer Contribution Plan lands in the large band (4,651 participants).

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 →

Plan-year Form 5500 strip

Filing strip 421418847 · Genesis Health System PY 2023 · 401(k)

Genesis Employer Contribution Plan · $140M · 4,651 · 93rd

  • EBSA $140M
  • EBSA 4,651
  • EBSA 93rd
  • EBSA 401(k)
  • EBSA near Butterball, LLC Salary & Hourly 401(k) Plan
  • EBSA ind #16636

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 →

Genesis Employer Contribution Plan in the asset neighbourhood

Dmt Solutions Global Corporation Retirement PlanDmt Solutions Global Corpora…$140MHoliday Inn Club Vacations Incorporated Retirement PlanHoliday Inn Club Vacations I…$140MRegency Centers 401(k) Profit Sharing PlanRegency Centers 401(k) Profi…$140MButterball, LLC Salary & Hourly 401(k) PlanButterball, LLC Salary & Hou…$140MGenesis Employer Contribution PlanGenesis Employer Contributio…$140M
End-of-year total assets ($M) among Genesis Employer Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Genesis Health System plans reported in each filing year

Latest sponsor-wide plan assets
$485M 15.04935949582693% vs 2022
2023 filing year
$400M$420M$440M$460M$480M$500M 20222023 $422M $485M ▲ +15.0%
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 Scatter plot of 6 data points. 0200004000060000 -1012345 Total assets ($B) Participants Genesis Employer Contribution Plan, Total assets ($B): 0.140369155 · Participants: 4651Genesis Employer Contribution PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
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 →

Genesis Employer Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Butterball, LLC Salary & Hourly 401(k) Plan in NC ($140M); by covered participants it is General Healthcare Resources, LLC 401(k) Profit Sharing Plan in PA (4,649 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,651 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Genesis Employer Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Healthcare Resources, LLC 401(k) Profit Sharing Plan in PA (4,649 participants, $27M in assets).

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.