Other · DOL Form 5500 · 2022
Morningside University Tax Deferred Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 269
- Participants Below avg headcount
Official DOL plan name: Morningside University Tax-Deferred Annuity Plan · Sponsored by Morningside University Tax Deferred · Iowa · Other Services
N/A in assets, 269 participants
Morningside University Tax Deferred's Morningside University Tax-Deferred Annuity Plan reported N/A in total assets and 269 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Iowa
Morningside University Tax-Deferred Annuity Plan covers 269 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: N/A.
- -$4M
- reported net income
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 Tax-Deferred Annuity Plan 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 Tax-Deferred Annuity Plan sits mid-pack in the medium band (269 participants).
Published 5500 schedule card
Filing strip 420680400 · Morningside University Tax Deferred PY 2022 · Other
Morningside University Tax-Deferred Annuity Plan · N/A · 269
- EBSA N/A
- PART 269
- TYPE PY 2022
- NET Other
- BOOK near Cornwall Manor Retirement Community Internal Revenue Code Section 403(b)
- VS-ST -$4M
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 →
Iowa filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$4M |
| Employer EIN | 420680400 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morningside University Tax Deferred)
Sponsor-wide plan assets over time
All Morningside University Tax Deferred plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 13.817240531110514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 475 | $20M |
| 2023 | 1 | 183 | $22M |
| 2024 | 1 | 170 | $23M |
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
Morningside University Tax-Deferred Annuity Plan's closest out-of-state Other peers by headcount
Outside Iowa, the nearest Other by covered participants is Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) in PA (269 participants; this filing: 269 participants).
Similar participant headcount
Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.
- Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) (PA) 269 · 0 off
- Madison Community Hospital Tax Deferred Annuity Plan (SD) 269 · 0 off
- 403(b) Thrift Plan of Central Association for the Blind,Inc. (NY) 269 · 0 off
- Episcopal School of Jacksonville Defined Contribution Retirement Plan (FL) 269 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.