401(k) · DOL Form 5500 · 2023
Mason City Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 203
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $775,487
- Avg per participant High balance/head
Official DOL plan name: Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Mason City Clinic, P.C. · Iowa · Healthcare & Social Assistance
$157M in assets, 203 participants
Mason City Clinic, P.C.'s Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust reported $157M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,715 in Healthcare & Social Assistance (17,684 peers)
Coverage in Iowa
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust covers 203 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $157M.
- #16,715
- in Healthcare & Social Assistance (17,684 peers)
- +23.4%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$157,423,952 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust 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. Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $128M in the plan year 2022 filing to $157M in the plan year 2023 filing.
- Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust reported participants fell from 207 in the plan year 2022 filing to 203 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421009288 · Mason City Clinic, P.C. PY 2023 · 401(k)
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust · $157M · 203 · 94th
- BOY $157M
- BOY 203
- BOY 94th
- BOY 401(k)
- BOY near Gt Services LLC Savings and Investment Plan
- BOY ind #16715
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 →
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $31M |
| Employer EIN | 421009288 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mason City Clinic, P.C.)
Sponsor-wide plan assets over time
All Mason City Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $180M 41.04461825686745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 207 | $128M |
| 2023 | 1 | 203 | $157M |
| 2024 | 1 | 188 | $180M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Gt Services LLC Savings and Investment Plan in PA ($157M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Gt Services LLC Savings and Investment Plan (PA) $157M · 1,054
- Empower Hr Retirement Savings Plan (WI) $157M · 9,998
- Mayer Electric Supply Co Inc Assoc Capital Accumul (TX) $157M · 1,205
- Centralsquare Technologies 401(k) Plan (FL) $157M · 1,319
Similar participant headcount
Nearest other-state filings by covered participants (203 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.