401(k) · DOL Form 5500 · 2024

The Wittern Group 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
198
Participants Below avg headcount
71st
Percentile by assets National rank
$105,673
Avg per participant Below avg balance/head
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Official DOL plan name: The Wittern Group Non-Bargaining 401(k) Plan · Sponsored by The Wittern Group · Iowa · Manufacturing

$21M in assets, 198 participants

The Wittern Group's The Wittern Group Non-Bargaining 401(k) Plan reported $21M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,817 in Manufacturing (17,777 peers)

Coverage in Iowa

The Wittern Group Non-Bargaining 401(k) Plan covers 198 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $21M.

#10,817
in Manufacturing (17,777 peers)
+13.0%
assets growth YoY

The Wittern Group Non-Bargaining 401(k) Plan's outsized position by total assets

The Wittern Group Non-Bargaining 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,923,322 Top 29% higher than 71% of 123,620 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 2024

The Wittern Group Non-Bargaining 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wittern Group Non-Bargaining 401(k) Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wittern Group Non-Bargaining 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Wittern Group Non-Bargaining 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • The Wittern Group Non-Bargaining 401(k) Plan reported participants rose from 184 in the plan year 2023 filing to 198 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421414494 · The Wittern Group PY 2024 · 401(k)

The Wittern Group Non-Bargaining 401(k) Plan · $21M · 198 · 71st

  • PHOTO $21M
  • IND 198
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust
  • PCT ind #10817

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 Manufacturing retirement plans → · Plans in Iowa →

The Wittern Group Non-Bargaining 401(k) Plan in the asset neighbourhood

Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and TrustFranklin Bank & Trust Compan…$21MThe Loomis Company 401(k) Profit Sharing PlanThe Loomis Company 401(k) Pr…$21MThe Wittern Group Non-Bargaining 401(k) PlanThe Wittern Group Non-Bargai…$21MMvs 401(k) Retirement Plan$21MSystems Technologies, Inc. 401(k) PlanSystems Technologies, Inc. 4…$21M
End-of-year total assets ($M) among The Wittern Group Non-Bargaining 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN421414494
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wittern Group)

Sponsor-wide plan assets over time

All The Wittern Group plans reported in each filing year

Latest sponsor-wide plan assets
$21M 26.713652687843908% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 274 $17M
2023 1 184 $19M
2024 1 198 $21M

Nearby 401(k) Plans in Iowa

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

The Wittern Group Non-Bargaining 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants The Wittern Group Non-Bargaining 401(k) Plan, Total assets ($B): 0.020923322 · Participants: 198The Wittern Group Non-Bargaining 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
The Wittern Group Non-Bargaining 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Wittern Group Non-Bargaining 401(k) Plan side-by-side with 3 peers →

The Wittern Group Non-Bargaining 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust in KY ($21M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Wittern Group Non-Bargaining 401(k) Plan assets move in 2024? ▼
The Wittern Group Non-Bargaining 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $19M to $21M. Reported net income was $2M.
How have The Wittern Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wittern Group's sponsor-wide assets grew 26.7%, from $17M to $21M.
Which 401(k) plans are similar in size to The Wittern Group Non-Bargaining 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust in KY ($21M, 75 participants).
Which 401(k) plans cover a similar participant headcount to The Wittern Group Non-Bargaining 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alltrails 401(k) Plan in CA (198 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421414494.

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.