401(k) · DOL Form 5500 · 2023

WESLEYLIFE 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,167
Participants Near avg headcount
81st
Percentile by assets National rank
$29,599
Avg per participant Low balance/head
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Official DOL plan name: Wesleylife 401(k) Profit Sharing Plan · Sponsored by WESLEYLIFE · Iowa · Healthcare & Social Assistance

$35M in assets, 1,167 participants

WESLEYLIFE's Wesleylife 401(k) Profit Sharing Plan reported $35M in total assets and 1,167 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,851 in Healthcare & Social Assistance (17,684 peers)

Where Wesleylife 401(k) Profit Sharing Plan sits by assets

Wesleylife 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $35M for 1,167 participants (~$29,599/participant), up 20.1% in 2023.

#14,851
in Healthcare & Social Assistance (17,684 peers)
+20.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wesleylife 401(k) Profit Sharing Plan's outsized position by total assets

Wesleylife 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,542,456 Top 19% higher than 81% 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

Wesleylife 401(k) Profit Sharing 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. Wesleylife 401(k) Profit Sharing Plan lands in the large band (1,167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesleylife 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wesleylife 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Wesleylife 401(k) Profit Sharing Plan reported participants fell from 1,246 in the plan year 2022 filing to 1,167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 300577845 · WESLEYLIFE PY 2023 · 401(k)

Wesleylife 401(k) Profit Sharing Plan · $35M · 1,167 · 81st

  • BOY $35M
  • SCH 1,167
  • EBSA 81st
  • PART 401(k)
  • TYPE near Stavola Management Co., Inc. 401(k) Plan
  • NET ind #14851

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 →

Wesleylife 401(k) Profit Sharing Plan in the asset neighbourhood

Wesleylife 401(k) Profit Sharing PlanWesleylife 401(k) Profit Sha…$35MStavola Management Co., Inc. 401(k) PlanStavola Management Co., Inc.…$35MEmpeople Credit Union Retirement Savings PlanEmpeople Credit Union Retire…$35MStar Distributors, Inc. 401(k) Savings PlanStar Distributors, Inc. 401(…$35MJohnson Screens, Inc. 401(k) Savings PlanJohnson Screens, Inc. 401(k)…$35M
End-of-year total assets ($M) among Wesleylife 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN300577845
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WESLEYLIFE)

Sponsor-wide plan assets over time

All WESLEYLIFE plans reported in each filing year

Latest sponsor-wide plan assets
$39M 34.77954675879154% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.8M $38.8M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 1,246 $29M
2023 1 1,167 $35M
2024 1 1,397 $39M

Nearby 401(k) Plans in Iowa

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

Wesleylife 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Wesleylife 401(k) Profit Sharing Plan, Total assets ($B): 0.034542456 · Participants: 1167Wesleylife 401(k) Profit Sharing 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
Wesleylife 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wesleylife 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wesleylife 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 Stavola Management Co., Inc. 401(k) Plan in NJ ($35M); by covered participants it is Nab Pension Retirement Plan & Trust in AR (1,167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,167 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 Wesleylife 401(k) Profit Sharing Plan assets move in 2023? ▼
Wesleylife 401(k) Profit Sharing Plan grew sharply - up 20.1% during 2023, from $29M to $35M. Reported net income was $6M.
How have WESLEYLIFE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), WESLEYLIFE's sponsor-wide assets grew 34.8%, from $29M to $39M.
Where does Wesleylife 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wesleylife 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wesleylife 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stavola Management Co., Inc. 401(k) Plan in NJ ($35M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Wesleylife 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nab Pension Retirement Plan & Trust in AR (1,167 participants, $131M 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 300577845.

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.