401(k) · DOL Form 5500 · 2023

The Iowa Clinic, P.C. 401(k) Plan

Data updated 2026-08-11

$296M
Total assets: 1,129
Participants: 96th
Percentile by assets: $262,203
Avg per participant

Official DOL plan name: The Iowa Clinic 401(k) Profit Sharing Plan · Sponsored by The Iowa Clinic, P.C. · Iowa · Healthcare & Social Assistance

$296M in assets, 1,129 participants

The Iowa Clinic, P.C.'s The Iowa Clinic 401(k) Profit Sharing Plan reported $296M in total assets and 1,129 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#17,064 in Healthcare & Social Assistance (17,684 peers)

Where The Iowa Clinic 401(k) Profit Sharing Plan sits by assets

The Iowa Clinic 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $296M for 1,129 participants (~$262,203/participant), up 15.0% in 2023.

$296M
total plan assets (2023 EOY): 1,129
covered participants: 96th
percentile by assets (of 127,072 plans): $262,203
avg assets per participant

The Iowa Clinic 401(k) Profit Sharing Plan reported net income rose from -$57M in the plan year 2022 filing to $39M in the plan year 2023 filing.
The Iowa Clinic 401(k) Profit Sharing Plan end-of-year assets rose from $257M in the plan year 2022 filing to $296M in the plan year 2023 filing.
The Iowa Clinic 401(k) Profit Sharing Plan reported participants rose from 1,104 in the plan year 2022 filing to 1,129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Iowa

Industry

Healthcare & Social Assistance

The Iowa Clinic 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, The Iowa Clinic 401(k) Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$257M
Net Assets (End of Year)	$296M
Net Income	$39M
Employer EIN	421420077
Plan Effective Date	1995-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Iowa Clinic, P.C.)

Total plan assets by year, all The Iowa Clinic, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,104	$257M
2023	1	1,129	$296M
2024	1	1,186	$329M

Nearby 401(k) Plans in Iowa

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

The Iowa Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

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

Compare The Iowa Clinic 401(k) Profit Sharing Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Iowa Clinic 401(k) Profit Sharing Plan by total assets, not by location.

The Manitowoc Company, Inc. 401(k) Retirement Plan (WI) $296M · 1,632
Pike 401(k) Plan (NC) $296M · 11,025
Billerud Americas Corporation Retirement Savings Plan for Bargained Employees (OH) $296M · 839
Broadstreet 401(k) Plan (OH) $296M · 2,433

Frequently Asked Questions

How did The Iowa Clinic 401(k) Profit Sharing Plan assets move in 2023? ▼

The Iowa Clinic 401(k) Profit Sharing Plan grew sharply - up 15.0% during 2023, from $257M to $296M. Reported net income was $39M.

How have The Iowa Clinic, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Iowa Clinic, P.C.'s sponsor-wide assets grew 27.8%, from $257M to $329M.

Where does The Iowa Clinic 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

The Iowa Clinic 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to The Iowa Clinic 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Manitowoc Company, Inc. 401(k) Retirement Plan in WI ($296M, 1,632 participants).

Next read for The Iowa Clinic 401(k) Profit Sharing Pl…

Scale reading

Ways to act on The Iowa Clinic 401(k) Profit Sharing Plan's numbers.

By total assets, The Iowa Clinic 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
The Iowa Clinic, P.C.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 421420077.