Money Purchase
2022 plan-year Money Purchase DOL Form 5500

MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MORNINGSIDE UNIVERSITY DEFINED 401(A)

This Money Purchase plan holds $20M in total assets and serves 206 participants as of 2022. It is sponsored by MORNINGSIDE UNIVERSITY DEFINED 401(A) in Iowa. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$20M
Participants
206
State
Industry
Other Services

What the Filing Says About MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE

MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE is a Money Purchase retirement plan sponsored by MORNINGSIDE UNIVERSITY DEFINED 401(A), headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 206 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 420680400, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $20M at year-end — a decline of 17.7%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-4,304,395 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-4,304,395
Plan TypeMoney Purchase
Employer EIN420680400
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MORNINGSIDE UNIVERSITY DEFINED 401(A))

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.

Frequently Asked Questions

How much money is in the MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE?
As of the 2022 Form 5500 filing, MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE holds $20M in total assets with 206 participants. It is sponsored by MORNINGSIDE UNIVERSITY DEFINED 401(A).
What type of plan is MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE?
MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE is a Money Purchase plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 420680400.
Who sponsors the MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE?
MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE is sponsored by MORNINGSIDE UNIVERSITY DEFINED 401(A), located in Iowa. The sponsor's EIN is 420680400 and the plan operates in the Other Services industry.
How did MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE perform in 2022?
MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE declined by 17.7% during 2022, moving from $24M to $20M in total assets. Net income was $-4,304,395.
Where can I find official filings for MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE?
Official Form 5500 filings for MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420680400 or plan name at efast.dol.gov.
How does MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE compare to other plans?
You can compare MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE against other Money Purchase plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.