Other · DOL Form 5500 · 2022

Trustees of Grinnell College Retirement Plan

Data updated 2026-08-25

$315M
Total assets Above avg plan size
758
Participants Near avg headcount
97th
Percentile by assets National rank
$415,701
Avg per participant High balance/head
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Official DOL plan name: Grinnell College Employees Retirement Savings Plan · Sponsored by Trustees of Grinnell College · Iowa · Educational Services

$315M in assets, 758 participants

Trustees of Grinnell College's Grinnell College Employees Retirement Savings Plan reported $315M in total assets and 758 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,833 in Educational Services (4,024 peers)

Where Grinnell College Employees Retirement Savings Plan sits by assets

Grinnell College Employees Retirement Savings Plan sits in the top 5% of all filed plans by assets, $315M for 758 participants (~$415,701/participant), down 12.1% in 2022.

#3,833
in Educational Services (4,024 peers)
-12.1%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grinnell College Employees Retirement Savings Plan's outsized position by total assets

Grinnell College Employees Retirement Savings Plan vs every filed plan by assets

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

$315,100,984 Top 3% higher than 97% 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

Grinnell College Employees Retirement Savings 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. Grinnell College Employees Retirement Savings Plan sits mid-pack in the medium band (758 participants).

Plan-year Form 5500 strip

Filing strip 420680387 · Trustees of Grinnell College PY 2022 · Other

Grinnell College Employees Retirement Savings Plan · $315M · 758 · 97th

  • IND $315M
  • EOY 758
  • 5500 97th
  • ASSETS Other
  • PCT near American Heart Association, Inc. 403(b) Pension Plan
  • EIN ind #3833

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 →

Grinnell College Employees Retirement Savings Plan in the asset neighbourhood

Providence College 403(b) PlanProvidence College 403(b) Pl…$316MGrinnell College Employees Retirement Savings PlanGrinnell College Employees R…$315MAmerican Heart Association, Inc. 403(b) Pension PlanAmerican Heart Association, …$315MBeth Israel Deaconess Medical Center Voluntary 403(b) PlanBeth Israel Deaconess Medica…$314MRiverside Health System 403(b) Retirement PlanRiverside Health System 403(…$314M
End-of-year total assets ($M) among Grinnell College Employees Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$359M
Net Assets (End of Year)$315M
Net Income-$43M
Employer EIN420680387
Plan Effective Date1920-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Grinnell College)

Sponsor-wide plan assets over time

All Trustees of Grinnell College plans reported in each filing year

Latest sponsor-wide plan assets
$374M 18.821951060616176% vs 2022
2024 filing year
$300M$320M$340M$360M$380M$400M 202220232024 $315M $374M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 758 $315M
2023 1 810 $353M
2024 1 841 $374M

Nearby Other Plans in Iowa

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

Grinnell College Employees Retirement Savings Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Grinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings 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 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 PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 104.793698 · Participants: 540St. Ambrose University Defined Contribution Plan
Grinnell College Employees Retirement Savings Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Grinnell College Employees Retirement Savings Plan side-by-side with 3 peers →

Grinnell College Employees Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is American Heart Association, Inc. 403(b) Pension Plan in TX ($315M); by covered participants it is Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan in MA (758 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (758 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 Grinnell College Employees Retirement Savings Plan assets move in 2022? ▼
Grinnell College Employees Retirement Savings Plan pulled back noticeably - down 12.1% during 2022, from $359M to $315M. Reported net income was -$43M.
How have Trustees of Grinnell College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Grinnell College's sponsor-wide assets grew 18.8%, from $315M to $374M.
Where does Grinnell College Employees Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Grinnell College Employees Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Grinnell College Employees Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is American Heart Association, Inc. 403(b) Pension Plan in TX ($315M, 3,413 participants).
Which Other plans cover a similar participant headcount to Grinnell College Employees Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan in MA (758 participants, $226M 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 420680387.

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.