401(k) · DOL Form 5500 · 2023

Pella Regional Health Center 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
827
Participants Near avg headcount
91st
Percentile by assets National rank
$109,975
Avg per participant Below avg balance/head
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Official DOL plan name: Pella Regional Health Center 401(k) Plan · Sponsored by Pella Regional Health Center · Iowa · Healthcare & Social Assistance

$91M in assets, 827 participants

Pella Regional Health Center's Pella Regional Health Center 401(k) Plan reported $91M in total assets and 827 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,240 in Healthcare & Social Assistance (17,684 peers)

Where Pella Regional Health Center 401(k) Plan sits by assets

Pella Regional Health Center 401(k) Plan sits in the top 10% of all filed plans by assets, $91M for 827 participants (~$109,975/participant), up 14.9% in 2023.

#16,240
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Pella Regional Health Center 401(k) Plan's outsized position by total assets

Pella Regional Health Center 401(k) Plan vs every filed plan by assets

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

$90,949,317 Top 9% higher than 91% 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

Pella Regional Health Center 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pella Regional Health Center 401(k) Plan sits mid-pack in the medium band (827 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pella Regional Health Center 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Pella Regional Health Center 401(k) Plan end-of-year assets rose from $79M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Pella Regional Health Center 401(k) Plan reported participants fell from 836 in the plan year 2022 filing to 827 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420842204 · Pella Regional Health Center PY 2023 · 401(k)

Pella Regional Health Center 401(k) Plan · $91M · 827 · 91st

  • IND $91M
  • EOY 827
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Carey Profit Sharing and 401(k) Plan
  • EIN ind #16240

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 →

Pella Regional Health Center 401(k) Plan in the asset neighbourhood

National Ms Society 401(k) PlanNational Ms Society 401(k) P…$91MPella Regional Health Center 401(k) PlanPella Regional Health Center…$91MCarey Profit Sharing and 401(k) PlanCarey Profit Sharing and 401…$91MConner & Winters 401(k) Retirement PlanConner & Winters 401(k) Reti…$91MThe Cook & Boardman Group, LLC 401(k) PlanThe Cook & Boardman Group, L…$91M
End-of-year total assets ($M) among Pella Regional Health Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$91M
Net Income$12M
Employer EIN420842204
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pella Regional Health Center)

Sponsor-wide plan assets over time

All Pella Regional Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$102M 28.23958001965278% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $79.2M $102M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 836 $79M
2023 1 827 $91M
2024 1 888 $102M

Nearby 401(k) Plans in Iowa

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

Pella Regional Health Center 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Pella Regional Health Center 401(k) Plan, Total assets ($B): 0.090949317 · Participants: 827Pella Regional Health Center 401(k) 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
Pella Regional Health Center 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Pella Regional Health Center 401(k) Plan side-by-side with 3 peers →

Pella Regional Health Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Carey Profit Sharing and 401(k) Plan in NY ($91M); by covered participants it is Palermo Villa, Inc. 401(k) Plan in WI (827 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (827 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 Pella Regional Health Center 401(k) Plan assets move in 2023? ▼
Pella Regional Health Center 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $79M to $91M. Reported net income was $12M.
How have Pella Regional Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pella Regional Health Center's sponsor-wide assets grew 28.2%, from $79M to $102M.
Where does Pella Regional Health Center 401(k) Plan rank by assets among Form 5500 filers? ▼
Pella Regional Health Center 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pella Regional Health Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carey Profit Sharing and 401(k) Plan in NY ($91M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Pella Regional Health Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palermo Villa, Inc. 401(k) Plan in WI (827 participants, $30M 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 420842204.

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.