401(k) · DOL Form 5500 · 2023

The Wittern Group 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
184
Participants Below avg headcount
71st
Percentile by assets National rank
$100,628
Avg per participant Below avg balance/head
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Official DOL plan name: The Wittern Group Non-Bargaining 401(k) Plan · Sponsored by The Wittern Group · Iowa · Manufacturing

$19M in assets, 184 participants

The Wittern Group's The Wittern Group Non-Bargaining 401(k) Plan reported $19M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,357 in Manufacturing (18,722 peers)

Coverage in Iowa

The Wittern Group Non-Bargaining 401(k) Plan covers 184 participants in Iowa, about 30% of the average Iowa filer (state average ~609 per filing). Assets: $19M.

#11,357
in Manufacturing (18,722 peers)
+22.7%
assets growth YoY

The Wittern Group Non-Bargaining 401(k) Plan's outsized position by total assets

The Wittern Group Non-Bargaining 401(k) Plan vs every filed plan by assets

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

$18,515,514 Top 29% higher than 71% 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

The Wittern Group Non-Bargaining 401(k) 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. The Wittern Group Non-Bargaining 401(k) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wittern Group Non-Bargaining 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Wittern Group Non-Bargaining 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Wittern Group Non-Bargaining 401(k) Plan reported participants rose from 166 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421414494 · The Wittern Group PY 2023 · 401(k)

The Wittern Group Non-Bargaining 401(k) Plan · $19M · 184 · 71st

  • BOOK $19M
  • BOOK 184
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Winxnet 401(k) Plan
  • BOOK ind #11357

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 Manufacturing retirement plans → · Plans in Iowa →

The Wittern Group Non-Bargaining 401(k) Plan in the asset neighbourhood

The Wittern Group Non-Bargaining 401(k) PlanThe Wittern Group Non-Bargai…$19MMessick Farm Equipment, Inc. Retirement Savings PlanMessick Farm Equipment, Inc.…$19MWinxnet 401(k) Plan$19MFarmers National Bank Employee Profit Sharing & 401(k) PlanFarmers National Bank Employ…$19MTydenbrooks 401(k) Plan$19M
End-of-year total assets ($M) among The Wittern Group Non-Bargaining 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN421414494
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wittern Group)

Sponsor-wide plan assets over time

All The Wittern Group plans reported in each filing year

Latest sponsor-wide plan assets
$21M 26.713652687843908% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 274 $17M
2023 1 184 $19M
2024 1 198 $21M

Nearby 401(k) Plans in Iowa

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

The Wittern Group Non-Bargaining 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Wittern Group Non-Bargaining 401(k) Plan, Total assets ($B): 0.018515514 · Participants: 184The Wittern Group Non-Bargaining 401(k) 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
The Wittern Group Non-Bargaining 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Wittern Group Non-Bargaining 401(k) Plan side-by-side with 3 peers →

The Wittern Group Non-Bargaining 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Winxnet 401(k) Plan in OH ($19M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 The Wittern Group Non-Bargaining 401(k) Plan assets move in 2023? ▼
The Wittern Group Non-Bargaining 401(k) Plan grew sharply - up 22.7% during 2023, from $15M to $19M. Reported net income was $3M.
How have The Wittern Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wittern Group's sponsor-wide assets grew 26.7%, from $17M to $21M.
Which 401(k) plans are similar in size to The Wittern Group Non-Bargaining 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winxnet 401(k) Plan in OH ($19M, 343 participants).
Which 401(k) plans cover a similar participant headcount to The Wittern Group Non-Bargaining 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 421414494.

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.