Other · DOL Form 5500 · 2023
Iowa Physicians Clinic Medical Foundation Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $84,589
- Avg per participant Below avg balance/head
Official DOL plan name: Iowa Health Physicians 403(b) Plan · Sponsored by Iowa Physicians Clinic Medical Foundation · Iowa · Healthcare & Social Assistance
$2M in assets, 27 participants
Iowa Physicians Clinic Medical Foundation's Iowa Health Physicians 403(b) Plan reported $2M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,545 in Healthcare & Social Assistance (17,684 peers)
Iowa Physicians Clinic Medical Foundation multi-year trail
Iowa Physicians Clinic Medical Foundation's plans moved -100.0% in assets from 2022 to 2024; this filing shows Iowa Health Physicians 403(b) Plan at $2M / 27 participants.
- #5,545
- in Healthcare & Social Assistance (17,684 peers)
- +19.4%
- assets growth YoY
Iowa Health Physicians 403(b) Plan among the smaller filed plans by assets
Iowa Health Physicians 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,283,909 32nd percentile higher than 32% 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
Iowa Health Physicians 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa Health Physicians 403(b) Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iowa Health Physicians 403(b) Plan reported net income rose from -$518K in the plan year 2022 filing to $372K in the plan year 2023 filing.
- Iowa Health Physicians 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Iowa Health Physicians 403(b) Plan reported participants fell from 33 in the plan year 2022 filing to 27 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 421411630 · Iowa Physicians Clinic Medical Foundation PY 2023 · Other
Iowa Health Physicians 403(b) Plan · $2M · 27 · 32nd
- BOOK $2M
- BOOK 27
- BOOK 32nd
- BOOK Other
- BOOK near The Seed School of Miami 403(b) Retirement Plan
- BOOK ind #5545
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 →
Iowa Health Physicians 403(b) Plan in the asset neighbourhood
Iowa Physicians Clinic Medical Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Iowa Physicians Clinic Medical Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $25 99.99869254247145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $2M |
| 2023 | 1 | 27 | $2M |
| 2024 | 1 | 118 | $25 |
Iowa Physicians Clinic Medical Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $372K |
| Employer EIN | 421411630 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
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
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
Iowa Health Physicians 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is The Seed School of Miami 403(b) Retirement Plan in FL ($2M); by covered participants it is Global Kids 403(b) DC Plan in NY (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Global Kids 403(b) DC Plan (NY) 27 · 0 off
- The Inland Hospital Pension Plan (ME) 27 · 0 off
- South Arts Inc Tax Deferred Annuity Plan (GA) 27 · 0 off
- Plymouth Preschool Retirement Plan (FL) 27 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.