401(k) · DOL Form 5500 · 2023

Wellmark, Inc. 401(k) Plan

Data updated 2026-08-25

$410M
Total assets Above avg plan size
1,868
Participants Near avg headcount
97th
Percentile by assets National rank
$219,574
Avg per participant Above avg balance/head
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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.

  • #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.

#8,411
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Wellmark, Inc. Savings and Investment Plan's outsized position by total assets

Wellmark, Inc. Savings and Investment Plan vs every filed plan by assets

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

$410,163,934 Top 3% higher than 97% 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

Wellmark, Inc. Savings and Investment 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. Wellmark, Inc. Savings and Investment Plan lands in the large band (1,868 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420318333 · Wellmark, Inc. PY 2023 · 401(k)

Wellmark, Inc. Savings and Investment Plan · $410M · 1,868 · 97th

  • ASSETS $410M
  • PCT 1,868
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Bright Horizons 401(k) Plan
  • IND ind #8411

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 →

Wellmark, Inc. Savings and Investment Plan in the asset neighbourhood

Gbt 401(k) Plan$410MBright Horizons 401(k) Plan$410MWellmark, Inc. Savings and Investment PlanWellmark, Inc. Savings and I…$410MGreat River Energy 401(k) Retirement PlanGreat River Energy 401(k) Re…$410MBoardwalk Pipeline Partners, LP Savings PlanBoardwalk Pipeline Partners,…$410M
End-of-year total assets ($M) among Wellmark, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$333M
Net Assets (End of Year)$410M
Net Income$77M
Employer EIN420318333
Plan Effective Date1985-01-01
Filing StatusFILING 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
$468M 40.61932546810592% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $333M $468M ▲ +40.6%
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 Scatter plot of 6 data points. -200000200004000060000 012345 Total assets ($B) Participants Wellmark, Inc. Savings and Investment Plan, Total assets ($B): 0.410163934 · Participants: 1868Wellmark, Inc. Savings and Investment 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
Wellmark, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wellmark, Inc. Savings and Investment Plan side-by-side with 3 peers →

Wellmark, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Bright Horizons 401(k) Plan in MA ($410M); by covered participants it is Pharmscript 401(k) Plan in NJ (1,868 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($410M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,868 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 Wellmark, Inc. Savings and Investment Plan assets move in 2023? ▼
Wellmark, Inc. Savings and Investment Plan grew sharply - up 23.3% during 2023, from $333M to $410M. Reported net income was $77M.
How have Wellmark, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellmark, Inc.'s sponsor-wide assets grew 40.6%, from $333M to $468M.
Where does Wellmark, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Wellmark, Inc. Savings and Investment Plan ranks in the 97th 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 Wellmark, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bright Horizons 401(k) Plan in MA ($410M, 15,998 participants).
Which 401(k) plans cover a similar participant headcount to Wellmark, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pharmscript 401(k) Plan in NJ (1,868 participants, $23M 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 420318333.

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.