Wolfe Clinic, P.c. 401(k) Plan: Login, Facts & Contact Information

Wolfe Clinic, P.c. 401(k) Plan Facts

Plan name
WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WOLFE CLINIC, P.C.
Participants
714 (537 active employees)
Former employees with a balance
135
Plan assets
$93,978,452 at Jun 30, 2025
Average account balance
$140,897 across 667 accounts
Employer contributions
$2,193,087 in plan year 2024 (41% of all contributions)
Recordkeeper
Oneamerica Retirement Services, Llc
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jul 1, 1994
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.37 million went into the plan in contributions, $2.19 million of it from the employer (41%).
  • $7.27 million was paid out to participants.
  • Investment and other income added $8.77 million.
  • Administrative expenses were $83,411, about $125 per account.

How the Wolfe Clinic, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019511$63.6 million$1.91 million$1.08 million
2020506$82.3 million$1.92 million$3.44 million
2021566$69.4 million$1.88 million$6.24 million
2022619$79.0 million$2.07 million$3.03 million
2023713$87.2 million$2.31 million$9.47 million
2024714$94.0 million$2.19 million$7.27 million

Wolfe Clinic, P.c. 401(k) Contact Information

Phone
641-754-6262
Mailing address
309 EAST CHURCH STREET, MARSHALLTOWN IA 50158
Plan sponsor
WOLFE CLINIC, P.C.
Employer identification number (EIN)
42-0954581
Plan number
003

Questions about the Wolfe Clinic, P.c. 401(k)

Does Wolfe Clinic, P.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.19 million, 41% of all contributions.

Does the Wolfe Clinic, P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Wolfe Clinic, P.c 401(k) plan?

714 participants at the start of plan year 2024, 537 of them active employees, and 135 former employees who still had money in the plan.

What is the average 401(k) balance at Wolfe Clinic, P.c?

About $140,897 per account: $94.0 million in plan assets across 667 accounts with a balance at the end of plan year 2024.

Who manages the Wolfe Clinic, P.c 401(k) accounts?

OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Wolfe Clinic, P.c. How do I access my 401(k)?

Your account stays with OneAmerica Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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