401(k) · DOL Form 5500 · 2023
Greatamerica Financial Services Corporation 401(k) Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 695
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $222,298
- Avg per participant Above avg balance/head
Official DOL plan name: Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan · Sponsored by Greatamerica Financial Services Corporation · Iowa · Real Estate
$154M in assets, 695 participants
Greatamerica Financial Services Corporation's Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan reported $154M in total assets and 695 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #4,656 in Real Estate (4,727 peers)
Where Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan sits by assets
Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $154M for 695 participants (~$222,298/participant), up 22.6% in 2023.
- #4,656
- in Real Estate (4,727 peers)
- +22.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan's outsized position by total assets
Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$154,497,299 Top 6% higher than 94% 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
Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (695 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan reported net income rose from -$18M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $126M in the plan year 2022 filing to $154M in the plan year 2023 filing.
- Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan reported participants rose from 611 in the plan year 2022 filing to 695 in the plan year 2023 filing.
DOL schedule card
Filing strip 421425592 · Greatamerica Financial Services Corporation PY 2023 · 401(k)
Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan · $154M · 695 · 94th
- EIN $154M
- RANK 695
- PHOTO 94th
- IND 401(k)
- EOY near Reece USA 401(k) Plan
- 5500 ind #4656
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 Real Estate retirement plans → · Plans in Iowa →
Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | $29M |
| Employer EIN | 421425592 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greatamerica Financial Services Corporation)
Sponsor-wide plan assets over time
All Greatamerica Financial Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $179M 41.75852448024358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 611 | $126M |
| 2023 | 1 | 695 | $154M |
| 2024 | 1 | 752 | $179M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Reece USA 401(k) Plan in TX ($154M); by covered participants it is Ancira Enterprises Employee Savings Plan in TX (695 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- Reece USA 401(k) Plan (TX) $154M · 3,635
- American Packaging Corporation 401(k) Plan (WI) $155M · 1,204
- Wheels, LLC. Retirement Savings Plan (IL) $155M · 812
- Cenlar Capital Corporation 401(k) Savings Plan (NJ) $155M · 2,799
Similar participant headcount
Nearest other-state filings by covered participants (695 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.