Other · DOL Form 5500 · 2022
Iona University Retirement Plan
Data updated 2026-08-11
- $214M
- Total assets
- 579
- Participants
- 96th
- Percentile by assets
- $369,115
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $214M
- total plan assets (2022 EOY)
- 579
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $369,115
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Iona University Defined Contribution Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Iona University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Iona University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Iona University Defined Contribution Retirement Plan's numbers.
- By total assets, Iona University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Iona University's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Educational Services plans