401(k) · DOL Form 5500 · 2023
Wellmark, Inc. 401(k) Plan
Data updated 2026-08-11
- $410M
- Total assets
- 1,868
- Participants
- 97th
- Percentile by assets
- $219,574
- Avg per participant
Official DOL plan name: Wellmark, Inc. Savings and Investment Plan · Sponsored by Wellmark, Inc. · Iowa · Finance & Insurance
$410M in assets, 1,868 participants
Wellmark, Inc.'s Wellmark, Inc. Savings and Investment Plan reported $410M in total assets and 1,868 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #8,411 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Wellmark, Inc. Savings and Investment Plan covers 1,868 participants in Iowa, 3.1x the typical Iowa plan (state average ~609 per filing). Assets: $410M.
- $410M
- total plan assets (2023 EOY)
- 1,868
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $219,574
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellmark, Inc. Savings and Investment Plan reported net income rose from -$73M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Wellmark, Inc. Savings and Investment Plan end-of-year assets rose from $333M in the plan year 2022 filing to $410M in the plan year 2023 filing.
- Wellmark, Inc. Savings and Investment Plan reported participants rose from 1,832 in the plan year 2022 filing to 1,868 in the plan year 2023 filing.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Wellmark, Inc. Savings and Investment Plan reports 1,868 participants - 3.1x that state average ($410M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $333M |
|---|---|
| Net Assets (End of Year) | $410M |
| Net Income | $77M |
| Employer EIN | 420318333 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellmark, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,832 | $333M |
| 2023 | 1 | 1,868 | $410M |
| 2024 | 1 | 1,944 | $468M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wellmark, Inc. Savings and Investment 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wellmark, Inc. Savings and Investment Plan by total assets, not by location.
- Bright Horizons 401(k) Plan (MA) $410M · 15,998
- Great River Energy 401(k) Retirement Plan (MN) $410M · 596
- Gbt 401(k) Plan (NY) $410M · 4,959
- Boardwalk Pipeline Partners, LP Savings Plan (KY) $410M · 1,219
Frequently Asked Questions
How did Wellmark, Inc. Savings and Investment Plan assets move in 2023? ▼
How have Wellmark, Inc. plan assets changed over time? ▼
Where does Wellmark, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Wellmark, Inc. Savings and Investment Plan's numbers.
- By total assets, Wellmark, Inc. Savings and Investment 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
- Wellmark, Inc.'s sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Finance & Insurance plans