Other · DOL Form 5500 · 2022
Iona University Retirement Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 579
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $369,115
- Avg per participant High balance/head
Official DOL plan name: Iona University Defined Contribution Retirement Plan · Sponsored by Iona University · New York · Educational Services
$214M in assets, 579 participants
Iona University's Iona University Defined Contribution Retirement Plan reported $214M in total assets and 579 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,751 in Educational Services (4,024 peers)
Where Iona University Defined Contribution Retirement Plan sits by assets
Iona University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $214M for 579 participants (~$369,115/participant), down 11.8% in 2022.
- #3,751
- in Educational Services (4,024 peers)
- -11.8%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iona University Defined Contribution Retirement Plan's outsized position by total assets
Iona University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$213,717,434 Top 4% higher than 96% 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
Iona University 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. Iona University Defined Contribution Retirement Plan sits mid-pack in the medium band (579 participants).
EBSA filing schedule strip
Filing strip 133508093 · Iona University PY 2022 · Other
Iona University Defined Contribution Retirement Plan · $214M · 579 · 96th
- PART $214M
- TYPE 579
- NET 96th
- BOOK Other
- VS-ST near Stetson University Defined Contribution Plan
- BOY ind #3751
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 New York →
Iona University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | -$29M |
| Employer EIN | 133508093 |
| Plan Effective Date | 1950-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iona University)
Sponsor-wide plan assets over time
All Iona University plans reported in each filing year
- Latest sponsor-wide plan assets
- $248M 16.209328996529127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 579 | $214M |
| 2023 | 1 | 683 | $229M |
| 2024 | 1 | 693 | $248M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Iona University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Stetson University Defined Contribution Plan in FL ($214M); by covered participants it is Chc Retirement Savings Plan in WA (580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- Stetson University Defined Contribution Plan (FL) $214M · 794
- Depauw University Retirement Plan (IN) $214M · 682
- The Children's Hospital of Philadelphia Funded Retirement Savings Plan (PA) $215M · 12,175
- Springfield College Defined Contribution Retirement Plan (MA) $213M · 1,147
Similar participant headcount
Nearest other-state filings by covered participants (579 participants); asset peers above are excluded.
- Chc Retirement Savings Plan (WA) 580 · 1 off
- Rhodes College Defined Contribution Retirement Plan (TN) 578 · 1 off
- Sidney Health Center Pension Plan (MT) 578 · 1 off
- Great Lakes Bay Health Centers 403(b) Plan (MI) 577 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.