Money Purchase · DOL Form 5500 · 2022

Morningside University Defined 401(a) Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
206
Participants Below avg headcount
77th
Percentile by assets National rank
$97,155
Avg per participant Below avg balance/head
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Official DOL plan name: Morningside University Defined Contribution Retire · Sponsored by Morningside University Defined 401(a) · Iowa · Other Services

$20M in assets, 206 participants

Morningside University Defined 401(a)'s Morningside University Defined Contribution Retire reported $20M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,368 in Other Services (8,398 peers)

Coverage in Iowa

Morningside University Defined Contribution Retire covers 206 participants in Iowa, about 34% of the average Iowa filer (state average ~609 per filing). Assets: $20M.

#7,368
in Other Services (8,398 peers)
-17.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Morningside University Defined Contribution Retire's outsized position by total assets

Morningside University Defined Contribution Retire vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,013,989 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Morningside University Defined Contribution Retire among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningside University Defined Contribution Retire sits mid-pack in the medium band (206 participants).

DOL schedule card

Filing strip 420680400 · Morningside University Defined 401(a) PY 2022 · Money Purchase

Morningside University Defined Contribution Retire · $20M · 206 · 77th

  • SCH $20M
  • EBSA 206
  • PART 77th
  • TYPE Money Purchase
  • NET near Sanford Bismarck Money Purchase Pension Plan (Qr)
  • BOOK ind #7368

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 Other Services retirement plans → · Plans in Iowa →

Morningside University Defined Contribution Retire in the asset neighbourhood

Mississippi Action for Progress, Inc Retirement PlanMississippi Action for Progr…$20MMorningside University Defined Contribution RetireMorningside University Defin…$20MSanford Bismarck Money Purchase Pension Plan (Qr)Sanford Bismarck Money Purch…$20MSan Francisco Travel Association Money Purchase PlanSan Francisco Travel Associa…$20MCommunity Hospital Employees Pension PlanCommunity Hospital Employees…$20M
End-of-year total assets ($M) among Morningside University Defined Contribution Retire and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$4M
Employer EIN420680400
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningside University Defined 401(a))

Sponsor-wide plan assets over time

All Morningside University Defined 401(a) plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.817240531110514% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $20M $22.8M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 475 $20M
2023 1 183 $22M
2024 1 170 $23M

Nearby Money Purchase Plans in Iowa

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Morningside University Defined Contribution Retire vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 02004006008001000 0204060 Total assets ($M) Participants Morningside University Defined Contribution Retire, Total assets ($M): 20.013989 · Participants: 206Morningside University Defined Contribution RetireIowa Builders Retirement Plan, Total assets ($M): 56.877928 · Participants: 378Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 47.694357 · Participants: 229IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 31.849812 · Participants: 839Iron Workers Local No. 67 Defined Contribution FundGrand View University Employees' Money Purchase Plan, Total assets ($M): 16.009187 · Participants: 233Grand View University Employees' Money Purchase PlanFidelity Money Purchase Plan, Total assets ($M): 8.76626 · Participants: 250Fidelity Money Purchase Plan
Morningside University Defined Contribution Retire vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Morningside University Defined Contribution Retire side-by-side with 3 peers →

Morningside University Defined Contribution Retire's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Sanford Bismarck Money Purchase Pension Plan (Qr) in ND ($20M); by covered participants it is Marine Biological Laboratory Defined Contribution in MA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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.

Frequently Asked Questions

How did Morningside University Defined Contribution Retire assets move in 2022? ▼
Morningside University Defined Contribution Retire declined sharply - down 17.7% during 2022, from $24M to $20M. Reported net income was -$4M.
How have Morningside University Defined 401(a) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningside University Defined 401(a)'s sponsor-wide assets grew 13.8%, from $20M to $23M.
Where does Morningside University Defined Contribution Retire rank by assets among Form 5500 filers? ▼
Morningside University Defined Contribution Retire ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Morningside University Defined Contribution Retire? ▼
Among Money Purchase plans in other states, the closest by assets is Sanford Bismarck Money Purchase Pension Plan (Qr) in ND ($20M, 212 participants).
Which Money Purchase plans cover a similar participant headcount to Morningside University Defined Contribution Retire? ▼
Among Money Purchase plans in other states, the closest by covered participants is Marine Biological Laboratory Defined Contribution in MA (203 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420680400.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.