401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$329M
Total assets: 1,186
Participants: 96th
Percentile by assets: $277,320
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$329M
total plan assets (2024 EOY): 1,186
covered participants: 96th
percentile by assets (of 123,622 plans): $277,320
avg assets per participant

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 →

State

Iowa

Industry

Healthcare & Social Assistance

The Iowa Clinic 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, The Iowa Clinic 401(k) Profit Sharing Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$296M
Net Assets (End of Year)	$329M
Net Income	$33M
Employer EIN	421420077
Plan Effective Date	1995-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all The Iowa Clinic, P.C. plans on file

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

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

Compare The Iowa Clinic 401(k) Profit Sharing Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Iowa Clinic 401(k) Profit Sharing Plan by total assets, not by location.

Memorialcare 401(k) Plan (CA) $329M · 7,188
Precisely Software Incorporated 401(k) Plan (MA) $329M · 1,099
Symrise Inc. Employee Savings Plan (NJ) $328M · 1,077
Carle Profit Sharing Plan (IL) $330M · 2,167

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).

Next read for The Iowa Clinic 401(k) Profit Sharing Pl…

Scale reading

Ways to act on The Iowa Clinic 401(k) Profit Sharing Plan's numbers.

By total assets, The Iowa Clinic 401(k) Profit Sharing 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
The Iowa Clinic, P.C.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.