401(k) · DOL Form 5500 · 2024

The Iowa Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$329M
Total assets Above avg plan size
1,186
Participants Near avg headcount
96th
Percentile by assets National rank
$277,320
Avg per participant High balance/head
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Official DOL plan name: The Iowa Clinic 401(k) Profit Sharing Plan · Sponsored by The Iowa Clinic, P.C. · Iowa · Healthcare & Social Assistance

$329M in assets, 1,186 participants

The Iowa Clinic, P.C.'s The Iowa Clinic 401(k) Profit Sharing Plan reported $329M in total assets and 1,186 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,288 in Healthcare & Social Assistance (16,916 peers)

Where The Iowa Clinic 401(k) Profit Sharing Plan sits by assets

The Iowa Clinic 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $329M for 1,186 participants (~$277,320/participant), up 11.1% in 2024.

#16,288
in Healthcare & Social Assistance (16,916 peers)
+11.1%
assets growth YoY
3.3×
vs typical plan assets (national mean)

The Iowa Clinic 401(k) Profit Sharing Plan's outsized position by total assets

The Iowa Clinic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$328,901,653 Top 4% higher than 96% 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 Iowa Clinic 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Iowa Clinic 401(k) Profit Sharing Plan lands in the large band (1,186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Iowa Clinic 401(k) Profit Sharing Plan reported net income fell from $39M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • The Iowa Clinic 401(k) Profit Sharing Plan end-of-year assets rose from $296M in the plan year 2023 filing to $329M in the plan year 2024 filing.
  • The Iowa Clinic 401(k) Profit Sharing Plan reported participants rose from 1,129 in the plan year 2023 filing to 1,186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421420077 · The Iowa Clinic, P.C. PY 2024 · 401(k)

The Iowa Clinic 401(k) Profit Sharing Plan · $329M · 1,186 · 96th

  • EOY $329M
  • EOY 1,186
  • EOY 96th
  • EOY 401(k)
  • EOY near Memorialcare 401(k) Plan
  • EOY ind #16288

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 →

The Iowa Clinic 401(k) Profit Sharing Plan in the asset neighbourhood

Carle Profit Sharing Plan$330MPrecisely Software Incorporated 401(k) PlanPrecisely Software Incorpora…$329MThe Iowa Clinic 401(k) Profit Sharing PlanThe Iowa Clinic 401(k) Profi…$329MMemorialcare 401(k) Plan$329MSymrise Inc. Employee Savings PlanSymrise Inc. Employee Saving…$328M
End-of-year total assets ($M) among The Iowa Clinic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$296M
Net Assets (End of Year)$329M
Net Income$33M
Employer EIN421420077
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Iowa Clinic, P.C.)

Sponsor-wide plan assets over time

All The Iowa Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$329M 27.81170811616317% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $257M $329M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 1,104 $257M
2023 1 1,129 $296M
2024 1 1,186 $329M

Nearby 401(k) Plans in Iowa

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

The Iowa Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 012345 Total assets ($B) Participants The Iowa Clinic 401(k) Profit Sharing Plan, Total assets ($B): 0.328901653 · Participants: 1186The Iowa Clinic 401(k) Profit Sharing 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 Iowa Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Iowa Clinic 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Iowa Clinic 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Memorialcare 401(k) Plan in CA ($329M); by covered participants it is The Hunter Savings Investment Plan in CA (1,186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($329M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,186 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 Iowa Clinic 401(k) Profit Sharing Plan assets move in 2024? ▼
The Iowa Clinic 401(k) Profit Sharing Plan grew at a solid clip - up 11.1% during 2024, from $296M to $329M. Reported net income was $33M.
How have The Iowa Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Iowa Clinic, P.C.'s sponsor-wide assets grew 27.8%, from $257M to $329M.
Where does The Iowa Clinic 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Iowa Clinic 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Iowa Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Memorialcare 401(k) Plan in CA ($329M, 7,188 participants).
Which 401(k) plans cover a similar participant headcount to The Iowa Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hunter Savings Investment Plan in CA (1,186 participants, $220M 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 421420077.

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.