Other · DOL Form 5500 · 2022
Edmundson Art Foundation Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $89,581
- Avg per participant Below avg balance/head
Official DOL plan name: Edmundson Art Foundation Tax Deferred Annuity Plan · Sponsored by Edmundson Art Foundation · Iowa · Arts, Entertainment & Recreation
$5M in assets, 55 participants
Edmundson Art Foundation's Edmundson Art Foundation Tax Deferred Annuity Plan reported $5M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #2,074 in Arts, Entertainment & Recreation (3,077 peers)
2022 asset change
Edmundson Art Foundation Tax Deferred Annuity Plan pulled back noticeably 11.5% in 2022 ($6M → $5M) for 55 participants.
- #2,074
- in Arts, Entertainment & Recreation (3,077 peers)
- -11.5%
- assets change YoY
The plan reported a net loss of $638K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Edmundson Art Foundation Tax Deferred Annuity Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Edmundson Art Foundation Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,926,971 Top 50% higher than 50% 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
Edmundson Art Foundation Tax Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edmundson Art Foundation Tax Deferred Annuity Plan is a small filing (55 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 420680419 · Edmundson Art Foundation PY 2022 · Other
Edmundson Art Foundation Tax Deferred Annuity Plan · $5M · 55 · 50th
- PCT $5M
- PCT 55
- PCT 50th
- PCT Other
- PCT near The Lambs Farm Employee's Retirement Plan
- PCT ind #2074
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Iowa →
Edmundson Art Foundation Tax Deferred Annuity Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$638K |
| Employer EIN | 420680419 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
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
Edmundson Art Foundation Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is The Lambs Farm Employee's Retirement Plan in IL ($5M); by covered participants it is Knight Foundation Section 403(b) Plan in FL (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.