401(k) · DOL Form 5500 · 2024

Mason City Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
188
Participants Below avg headcount
94th
Percentile by assets National rank
$957,481
Avg per participant High balance/head
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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

$180M in assets, 188 participants

Mason City Clinic, P.C.'s Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust reported $180M in total assets and 188 participants in its 2024 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.

  • #15,993 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust covers 188 participants in Iowa, about 31% of the average Iowa filer (state average ~609 per filing). Assets: $180M.

#15,993
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY
1.8×
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 2024 · DOL Form 5500

$180,006,486 Top 6% higher than 94% 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

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust 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. Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust reported net income fell from $31M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $157M in the plan year 2023 filing to $180M in the plan year 2024 filing.
  • Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust reported participants fell from 203 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421009288 · Mason City Clinic, P.C. PY 2024 · 401(k)

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust · $180M · 188 · 94th

  • 5500 $180M
  • 5500 188
  • 5500 94th
  • 5500 401(k)
  • 5500 near Mueller Industries, Inc. 401(k) Plan
  • 5500 ind #15993

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

Georgia System Operations Corporation Retirement PlanGeorgia System Operations Co…$180MSchlumberger Savings and Retirement Plan for U.S. Taxpayers Employed AbroadSchlumberger Savings and Ret…$180MMason City Clinic, P.C. 401(k) Profit Sharing Plan and TrustMason City Clinic, P.C. 401(…$180MMueller Industries, Inc. 401(k) PlanMueller Industries, Inc. 401…$180MCrown Cork & Seal Company, Inc. Retirement Thrift PlanCrown Cork & Seal Company, I…$180M
End-of-year total assets ($M) among Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$180M
Net Income$23M
Employer EIN421009288
Plan Effective Date1989-01-01
Filing StatusFILING 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
$120M$140M$160M$180M$200M 202220232024 $128M $180M ▲ +41.1%
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.

Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.180006486 · Participants: 188Mason City Clinic, P.C. 401(k) Profit Sharing Plan and TrustThe 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
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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 Mueller Industries, Inc. 401(k) Plan in TN ($180M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.3% during 2024, from $157M to $180M. Reported net income was $23M.
How have Mason City Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mason City Clinic, P.C.'s sponsor-wide assets grew 41.0%, from $128M to $180M.
Where does Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mueller Industries, Inc. 401(k) Plan in TN ($180M, 2,153 participants).
Which 401(k) plans cover a similar participant headcount to Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 421009288.

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.