Other · DOL Form 5500 · 2023
Genesis Health System Retirement Plan
Data updated 2026-08-25
- $345M
- Total assets Above avg plan size
- 4,651
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $74,091
- Avg per participant Below avg balance/head
Official DOL plan name: Genesis Health System Retirement Savings Plan · Sponsored by Genesis Health System · Iowa · Healthcare & Social Assistance
$345M in assets, 4,651 participants
Genesis Health System's Genesis Health System Retirement Savings Plan reported $345M in total assets and 4,651 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,124 in Healthcare & Social Assistance (17,684 peers)
Coverage in Iowa
Genesis Health System Retirement Savings Plan covers 4,651 participants in Iowa, 7.6x the typical Iowa plan (state average ~609 per filing). Assets: $345M.
- #17,124
- in Healthcare & Social Assistance (17,684 peers)
- +16.0%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Genesis Health System Retirement Savings Plan's outsized position by total assets
Genesis Health System Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$344,594,954 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Genesis Health System Retirement Savings 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 Health System Retirement Savings Plan lands in the large band (4,651 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Genesis Health System Retirement Savings Plan reported net income rose from -$76M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Genesis Health System Retirement Savings Plan end-of-year assets rose from $297M in the plan year 2022 filing to $345M in the plan year 2023 filing.
- Genesis Health System Retirement Savings Plan reported participants rose from 4,454 in the plan year 2022 filing to 4,651 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 421418847 · Genesis Health System PY 2023 · Other
Genesis Health System Retirement Savings Plan · $345M · 4,651 · 97th
- PCT $345M
- EIN 4,651
- RANK 97th
- PHOTO Other
- IND near 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff
- EOY ind #17124
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 Health System Retirement Savings Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $297M |
|---|---|
| Net Assets (End of Year) | $345M |
| Net Income | $47M |
| Employer EIN | 421418847 |
| Plan Effective Date | 1995-11-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,016 | $422M |
| 2023 | 2 | 9,302 | $485M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
- St. Ambrose University Defined Contribution Plan $118M · 686
Genesis Health System Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in NH ($345M); by covered participants it is Solutionhealth & Elliot Health System 403(b) Savings Plan in NH (4,668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($345M here).
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff (NH) $345M · 64
- Skidmore 403(b) Retirement Plan (NY) $345M · 830
- Medisys Health Network, Inc. 403(b) Plan (NY) $346M · 5,742
- Pomona College Academic Retirement Plan (CA) $346M · 1,395
Similar participant headcount
Nearest other-state filings by covered participants (4,651 participants); asset peers above are excluded.
- Solutionhealth & Elliot Health System 403(b) Savings Plan (NH) 4,668 · 17 off
- Torrance Health Association 403(b) Plan (CA) 4,609 · 42 off
- Rochester Institute of Technology Retirement Savings Plan (NY) 4,571 · 80 off
- Mainegeneral Health 403(b) Retirement Plan (ME) 4,570 · 81 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.