West Des Moines, IA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, West Des Moines, IA has 161 loaded benefit plan(s) reported by 77 plan sponsor(s), with $10,954,950,717 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
161
Plan sponsors
77
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,954,950,717
Total reported liabilities (EOY)
$199,664,021
Total reported net assets (EOY)
$10,807,132,317

Contributions & income

Employer contributions
$499,363,028
Participant contributions
$453,392,362
Total income / additions
$2,728,255,857

Expenses & distributions

Benefits paid / distributions
$1,409,257,924
Total expenses
$1,449,830,132
Net increase / (decrease)
$1,278,425,725

Coverage

Total reported participants
270,795
Plans with financial statements
99
Plans with provider compensation
64

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Des Moines, IA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in West Des Moines, IA
PlanSponsorReported assets (EOY)Year
Iowa Health System Section 401(K) Retirement Savings PlanIowa Health System$2,955,731,5632023
The Hy-Vee And Affiliates 401(K) PlanHy-Vee, Inc.$2,941,182,1722023
Iaicu Multiple Employer PlanIowa Independent Higher Education Research Foundation$593,244,1112023
Farm Bureau 401(K) Savings PlanIowa Farm Bureau Federation And Affiliated Companies$440,554,4162023
Ita Group Holdings, Inc. Employees' Stock Ownership PlanIta Group Holdings, Inc.$427,790,0252023
The Iowa Clinic 401(K) Profit Sharing PlanThe Iowa Clinic, P.C.$296,026,7882023
Athene Savings & Retirement PlanAthene Annuity & Life Company$293,744,2632023
Fbl Financial Group Retirement PlanFbl Financial Group, Inc.$270,252,0632023
Wright Service Corp. Employee Stock Ownership PlanWright Service Corp.$231,463,2612023
Guideone Insurance Company 401(K) PlanTmg Insurance Services, LLC$173,507,3262023
Farmers Mutual Hail Tax Deferred Savings PlanFarmers Mutual Hail Insurance Company Of Iowa$154,121,7462023
Iowa Health System Defined Benefit Master TrustIowa Health System$137,533,8542023
Telligen, Inc. Employee Stock Ownership PlanTelligen, Inc.$131,393,8322023
Ita Group, Inc. 401(K) Savings And Retirement PlanIta Group, Inc$102,297,2172023
Des Moines University Defined Contribution 403(B) PlanDes Moines University Osteopathic Medical Center$101,762,5102023
Guideone Insurance Company Pension PlanGuideone Insurance Company$95,533,6732023
Telligen, Inc. 401(K) Retirement PlanTelligen, Inc.$90,224,4072023
American Equity Investment Profit Sharing And 401(K) PlanAmerican Equity Investment Life Holding Company$87,518,0942023
Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing PlanDes Moines Orthopaedic Surgeons, P.C.$81,365,7522023
Businessolver 401-K PlanBusinessolver.Com, Inc.$77,776,8972023
Imt Insurance Company Retirement Savings PlanImt Insurance Company$73,388,8832023
Wright Service Corp. 401(K) Retirement PlanWright Service Corp.$71,829,9082023
Iowa Health System Tax Deferred Section 403(B) PlanIowa Health System$65,010,1692023
Iowa Student Loan Liquidity Corporation 401(K) Retirement PlanIowa Student Loan Liquidity$54,918,3102023
Veenstra & Kimm, Inc. Profit Sharing PlanVeenstra & Kimm, Inc.$50,170,3982023

Related Form 5500 pages