Defined Benefit (Pension) · DOL Form 5500 · 2023
Wellmark, Inc. Pension Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 1,474
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $201,678
- Avg per participant Above avg balance/head
Official DOL plan name: Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. · Sponsored by Wellmark, Inc. · Iowa · Finance & Insurance
$297M in assets, 1,474 participants
Wellmark, Inc.'s Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. reported $297M in total assets and 1,474 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.
- #8,298 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. covers 1,474 participants in Iowa, 2.4x the typical Iowa plan (state average ~609 per filing). Assets: $297M.
- #8,298
- in Finance & Insurance (8,869 peers)
- +3.6%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.'s outsized position by total assets
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$297,274,074 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
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.'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. Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. lands in the large band (1,474 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. reported net income rose from -$94M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. reported participants fell from 1,641 in the plan year 2022 filing to 1,474 in the plan year 2023 filing.
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. end-of-year assets rose from $287M in the plan year 2022 filing to $297M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 352772844 · Wellmark, Inc. PY 2023 · Defined Benefit (Pension)
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. · $297M · 1,474 · 96th
- BOY $297M
- BOY 1,474
- BOY 96th
- BOY Defined Benefit (Pension)
- BOY near Jack in the Box Inc. Retirement Plan
- BOY ind #8298
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 Finance & Insurance retirement plans → · Plans in Iowa →
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $287M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | $10M |
| Employer EIN | 352772844 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellmark, Inc.)
Sponsor-wide plan assets over time
All Wellmark, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 18.17480968384108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,641 | $287M |
| 2023 | 1 | 1,474 | $297M |
| 2024 | 1 | 1,486 | $235M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $293M · 1,164
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Jack in the Box Inc. Retirement Plan in CA ($297M); by covered participants it is Memorial Health System Employee Pension Plan in IL (1,475 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,474 participants); asset peers above are excluded.
- Memorial Health System Employee Pension Plan (IL) 1,475 · 1 off
- Employees Security Fund of the Elec Ind Pension Plan (NY) 1,475 · 1 off
- Consolidated Communications Retirement Plan (TX) 1,470 · 4 off
- United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan (NJ) 1,478 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.