401(k) · DOL Form 5500 · 2023
The Iowa Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $296M
- Total assets Near avg plan size
- 1,129
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $262,203
- Avg per participant Above avg balance/head
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.
- #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.
- #17,064
- in Healthcare & Social Assistance (17,684 peers)
- +15.0%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
The Iowa Clinic 401(k) Profit Sharing Plan's outsized position by total assets
The Iowa Clinic 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$296,026,788 Top 4% higher than 96% 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
The Iowa Clinic 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. The Iowa Clinic 401(k) Profit Sharing Plan lands in the large band (1,129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 421420077 · The Iowa Clinic, P.C. PY 2023 · 401(k)
The Iowa Clinic 401(k) Profit Sharing Plan · $296M · 1,129 · 96th
- IND $296M
- IND 1,129
- IND 96th
- IND 401(k)
- IND near The Manitowoc Company, Inc. 401(k) Retirement Plan
- IND ind #17064
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 →
The Iowa Clinic 401(k) Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Iowa Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $329M 27.81170811616317% vs 2022
- 2024 filing year
| 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 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
The Iowa Clinic 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 The Manitowoc Company, Inc. 401(k) Retirement Plan in WI ($296M); by covered participants it is Centauri 401(k) Savings Plan & Trust in AZ (1,129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($296M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,129 participants); asset peers above are excluded.
- Centauri 401(k) Savings Plan & Trust (AZ) 1,129 · 0 off
- Bright Wood 401(k) Savings and Profit Sharing Plan (OR) 1,129 · 0 off
- I Am Boundless, Inc. 401(k) Profit Sharing Plan (OH) 1,129 · 0 off
- Schluter Systems L.P. 401(k) Profit Sharing Plan (NY) 1,128 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.