401(k) · DOL Form 5500 · 2024

WESLEYLIFE 401(k) Plan

Data updated 2026-08-11

$39M
Total assets
1,397
Participants
81st
Percentile by assets
$27,750
Avg per participant
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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.

  • 81st percentile by assets (of 123,622 plans)
  • #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.

$39M
total plan assets (2024 EOY)
1,397
covered participants
81st
percentile by assets (of 123,622 plans)
$27,750
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Wesleylife 401(k) Profit Sharing Plan reports 1,397 participants - 2.3x that state average ($39M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN300577845
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WESLEYLIFE)

$25M$30M$35M$40M 202220232024 $28.8M $38.8M ▲ +34.8%
Total plan assets by year, all WESLEYLIFE plans on file
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.

Wesleylife 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Wesleylife 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Wesleylife 401(k) Pr…The Principal Select…The Rsm US LLP Retir…Iowa Health System S…The Hy-Vee and Affil…Transamerica 401(k) …
Wesleylife 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Wesleylife 401(k) Profit Sharing Plan assets move in 2024?
Wesleylife 401(k) Profit Sharing Plan grew at a solid clip - up 12.2% during 2024, from $35M to $39M. Reported net income was $4M.
How have WESLEYLIFE plan assets changed over time?
Across 3 plan years on file (2022-2024), WESLEYLIFE's sponsor-wide assets grew 34.8%, from $29M to $39M.
Where does Wesleylife 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Wesleylife 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wesleylife 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Rkd Group, LLC 401(k) Plan in TX ($39M, 462 participants).

Next read for Wesleylife 401(k) Profit Sharing Plan

Filing takeaways

Ways to act on Wesleylife 401(k) Profit Sharing Plan's numbers.