Iowa Health System Section 401(k) Retirement Savings Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 006Employer EIN 42-1435199
- Participants (2024)
- 34,650
- Net assets (2024)
- $3.3 billion
- Recordkeeper
- FidelityEarlier: J.P. Morgan (2009–2015)
- Plan administrator
- Iowa Health System
1776 West Lakes Pkwy, Ste 400
West Des Moines, IA 50266
(515) 241-6167As filed for 2024 - In effect since
- January 1, 2001
Plans merged into this one: Trinity Regional Health System Retirement Savings Plan (2010); Methodist Health Services Corporation Retirement Savings Plan (2018); Methodist Health Services Corporation 401(k) Retir (2015); Iowa Health Physicians 403(b) Plan (2024); Iowa Physicians Clinic Medical Foundation Profit Sharing Retirement Plan (2011); Proctor Health Care Inc. 401(k) Plan (2015); Progressive Health Systems Employee Savings Plan (2018).
Earlier plan names: Iowa Health System Section 401K Retirement Savings Plan.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 34,650 | $3.3 billion | Fidelity |
| 2023 | 35,545 | $3.0 billion | Fidelity |
| 2022 | 37,463 | $2.7 billion | Fidelity |
| 2021 | 37,009 | $3.2 billion | Fidelity |
| 2020 | 38,072 | $2.9 billion | Fidelity |
| 2019 | 37,904 | $2.5 billion | Fidelity |
| 2018 | 36,767 | $2.1 billion | Fidelity |
| 2017 | 34,474 | $2.1 billion | Fidelity |
| 2016 | 32,101 | $1.7 billion | Fidelity |
| 2015 | 28,947 | $1.5 billion | J.P. Morgan |
| 2014 | 27,043 | $1.4 billion | J.P. Morgan |
| 2013 | 25,299 | $1.3 billion | J.P. Morgan |
| 2012 | 25,536 | $1.0 billion | J.P. Morgan |
| 2011 | 22,794 | $864 million | J.P. Morgan |
| 2010 | 21,096 | $695 million | J.P. Morgan |
| 2009 | 16,320 | $495 million | J.P. Morgan |