401(k) · DOL Form 5500 · 2024
WESLEYLIFE 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 1,397
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $27,750
- Avg per participant Low balance/head
Official DOL plan name: Wesleylife 401(k) Profit Sharing Plan · Sponsored by WESLEYLIFE · Iowa · Healthcare & Social Assistance
$39M in assets, 1,397 participants
WESLEYLIFE's Wesleylife 401(k) Profit Sharing Plan reported $39M in total assets and 1,397 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,163 in Healthcare & Social Assistance (16,916 peers)
Coverage in Iowa
Wesleylife 401(k) Profit Sharing Plan covers 1,397 participants in Iowa, 2.3x the typical Iowa plan (state average ~609 per filing). Assets: $39M.
- #14,163
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Wesleylife 401(k) Profit Sharing Plan's outsized position by total assets
Wesleylife 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,766,234 Top 19% higher than 81% 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
Wesleylife 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. Wesleylife 401(k) Profit Sharing Plan lands in the large band (1,397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wesleylife 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Wesleylife 401(k) Profit Sharing Plan reported participants rose from 1,167 in the plan year 2023 filing to 1,397 in the plan year 2024 filing.
- Wesleylife 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 300577845 · WESLEYLIFE PY 2024 · 401(k)
Wesleylife 401(k) Profit Sharing Plan · $39M · 1,397 · 81st
- EBSA $39M
- PART 1,397
- TYPE 81st
- NET 401(k)
- BOOK near Rkd Group, LLC 401(k) Plan
- VS-ST ind #14163
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 →
Wesleylife 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 300577845 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (WESLEYLIFE)
Sponsor-wide plan assets over time
All WESLEYLIFE plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 34.77954675879154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,246 | $29M |
| 2023 | 1 | 1,167 | $35M |
| 2024 | 1 | 1,397 | $39M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 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
Wesleylife 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 Rkd Group, LLC 401(k) Plan in TX ($39M); by covered participants it is Restaurant Technologies, Inc. & Subsidiaries 401(k) Plan in MN (1,397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,397 participants); asset peers above are excluded.
- Restaurant Technologies, Inc. & Subsidiaries 401(k) Plan (MN) 1,397 · 0 off
- Midwest Vision Partners 401(k) Plan (IL) 1,397 · 0 off
- National Life Group 401(k) Plan (VT) 1,397 · 0 off
- Herzog Contracting Corp. 401(k) Plan (MO) 1,397 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.