Other · DOL Form 5500 · 2022
William Penn University Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 141
- Participants
- 81st
- Percentile by assets
- $180,274
- Avg per participant
Official DOL plan name: William Penn University 403(b) DC Plan · Sponsored by William Penn University · Iowa · Educational Services
$25M in assets, 141 participants
William Penn University's William Penn University 403(b) DC Plan reported $25M in total assets and 141 participants in its 2022 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 139,126 plans)
- #2,636 in Educational Services (4,024 peers)
Coverage in Iowa
William Penn University 403(b) DC Plan covers 141 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $25M.
- $25M
- total plan assets (2022 EOY)
- 141
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $180,274
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where William Penn University 403(b) DC Plan sits by total assets
William Penn University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,418,572 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. William Penn University 403(b) DC Plan reports 141 participants - about 23% of that state average ($25M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$4M |
| Employer EIN | 420707120 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Penn University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $25M |
| 2023 | 1 | 155 | $27M |
| 2024 | 1 | 163 | $28M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $496M · 2,131
- Act, Inc. Defined Contribution Retirement Plan $388M · 1,012
- Grinnell College Employees Retirement Savings Plan $315M · 758
- Genesis Health System Retirement Savings Plan $297M · 4,454
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $249M · 1,182
Similar-Sized Other Plans Nationally
Other plans in other states closest to William Penn University 403(b) DC Plan by total assets, not by location.
Frequently Asked Questions
How did William Penn University 403(b) DC Plan assets move in 2022? ▼
How have William Penn University plan assets changed over time? ▼
Where does William Penn University 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to William Penn University 403(b) DC Plan? ▼
Next read for William Penn University 403(b) DC Plan
Filing takeaways
Ways to act on William Penn University 403(b) DC Plan's numbers.
- By total assets, William Penn University 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Iowa. Compare plans
- William Penn University's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Educational Services plans