401(k) · DOL Form 5500 · 2024
Wellmark, Inc. 401(k) Plan
Data updated 2026-08-11
- $468M
- Total assets
- 1,944
- Participants
- 97th
- Percentile by assets
- $240,711
- Avg per participant
Official DOL plan name: Wellmark, Inc. Savings and Investment Plan · Sponsored by Wellmark, Inc. · Iowa · Finance & Insurance
$468M in assets, 1,944 participants
Wellmark, Inc.'s Wellmark, Inc. Savings and Investment Plan reported $468M in total assets and 1,944 participants in its 2024 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 123,622 plans)
- #8,101 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Wellmark, Inc. Savings and Investment Plan covers 1,944 participants in Iowa, 3.2x the typical Iowa plan (state average ~609 per filing). Assets: $468M.
- $468M
- total plan assets (2024 EOY)
- 1,944
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $240,711
- avg assets per participant
Where Wellmark, Inc. Savings and Investment Plan sits by total assets
Wellmark, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$467,942,435 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellmark, Inc. Savings and Investment Plan reported net income fell from $77M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Wellmark, Inc. Savings and Investment Plan end-of-year assets rose from $410M in the plan year 2023 filing to $468M in the plan year 2024 filing.
- Wellmark, Inc. Savings and Investment Plan reported participants rose from 1,868 in the plan year 2023 filing to 1,944 in the plan year 2024 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 1,944 participants - 3.2x that state average ($468M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $410M |
|---|---|
| Net Assets (End of Year) | $468M |
| Net Income | $58M |
| 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 $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
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.
- Enersys Delaware Inc. 401(k) Plan (PA) $468M · 4,994
- Analysis Group, Inc. Employee Savings Plan (MA) $468M · 1,165
- Kone Inc. Employee Savings Plan (IL) $467M · 1,842
- Karl Storz Endoscopy-America, Inc. Employee Savings Plan (CA) $467M · 2,224
Frequently Asked Questions
How did Wellmark, Inc. Savings and Investment Plan assets move in 2024? ▼
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