Other · DOL Form 5500 · 2022

Coe College Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
286
Participants Below avg headcount
91st
Percentile by assets National rank
$269,356
Avg per participant High balance/head
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Official DOL plan name: Coe College Defined Contribution Retirement Plan · Sponsored by Coe College · Iowa · Educational Services

$77M in assets, 286 participants

Coe College's Coe College Defined Contribution Retirement Plan reported $77M in total assets and 286 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,373 in Educational Services (4,024 peers)

Coverage in Iowa

Coe College Defined Contribution Retirement Plan covers 286 participants in Iowa, about 47% of the average Iowa filer (state average ~609 per filing). Assets: $77M.

#3,373
in Educational Services (4,024 peers)
-17.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coe College Defined Contribution Retirement Plan's outsized position by total assets

Coe College Defined Contribution Retirement Plan vs every filed plan by assets

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

$77,035,783 Top 9% higher than 91% 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

Coe College Defined Contribution Retirement 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. Coe College Defined Contribution Retirement Plan sits mid-pack in the medium band (286 participants).

Form 5500 schedule snapshot

Filing strip 420686467 · Coe College PY 2022 · Other

Coe College Defined Contribution Retirement Plan · $77M · 286 · 91st

  • PHOTO $77M
  • PHOTO 286
  • PHOTO 91st
  • PHOTO Other
  • PHOTO near Whitworth University Retirement Plan
  • PHOTO ind #3373

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 Educational Services retirement plans → · Plans in Iowa →

Coe College Defined Contribution Retirement Plan in the asset neighbourhood

Sheppard Pratt Health System Tax Sheltered Annuity ProgramSheppard Pratt Health System…$77MWhitworth University Retirement PlanWhitworth University Retirem…$77MCoe College Defined Contribution Retirement PlanCoe College Defined Contribu…$77MAmerican Library Association Retirement PlanAmerican Library Association…$77MFaith Regional Health Services Tax Deferred Annuity PlanFaith Regional Health Servic…$77M
End-of-year total assets ($M) among Coe College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$77M
Net Income-$16M
Employer EIN420686467
Plan Effective Date1919-03-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Coe College)

Sponsor-wide plan assets over time

All Coe College plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$50M$100M 20222023 $77M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 286 $77M
2023 1 307 N/A

Nearby Other Plans in Iowa

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

Coe College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Coe College Defined Contribution Retirement Plan, Total assets ($M): 77.035783 · Participants: 286Coe College Defined Contribution Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Coe College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Coe College Defined Contribution Retirement Plan side-by-side with 3 peers →

Coe College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Whitworth University Retirement Plan in WA ($77M); by covered participants it is American Registry of Pathology Defined Contribution Retirement Plan in MD (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Coe College Defined Contribution Retirement Plan assets move in 2022? ▼
Coe College Defined Contribution Retirement Plan declined sharply - down 17.3% during 2022, from $93M to $77M. Reported net income was -$16M.
Where does Coe College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Coe College Defined Contribution Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Coe College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Whitworth University Retirement Plan in WA ($77M, 528 participants).
Which Other plans cover a similar participant headcount to Coe College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Registry of Pathology Defined Contribution Retirement Plan in MD (286 participants, $53M 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 420686467.

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.