Other · DOL Form 5500 · 2022

University of Dubuque Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
508
Participants Below avg headcount
89th
Percentile by assets National rank
$117,057
Avg per participant Below avg balance/head
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Official DOL plan name: University of Dubuque Employees' 403(b) Plan · Sponsored by University of Dubuque · Iowa · Educational Services

$59M in assets, 508 participants

University of Dubuque's University of Dubuque Employees' 403(b) Plan reported $59M in total assets and 508 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,229 in Educational Services (4,024 peers)

Where University of Dubuque Employees' 403(b) Plan sits by assets

University of Dubuque Employees' 403(b) Plan sits in the top quartile of all filed plans by assets, $59M for 508 participants (~$117,057/participant), down 15.9% in 2022.

#3,229
in Educational Services (4,024 peers)
-15.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Dubuque Employees' 403(b) Plan's outsized position by total assets

University of Dubuque Employees' 403(b) Plan vs every filed plan by assets

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

$59,465,002 Top 11% higher than 89% 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

University of Dubuque Employees' 403(b) 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. University of Dubuque Employees' 403(b) Plan sits mid-pack in the medium band (508 participants).

Form 5500 schedule snapshot

Filing strip 420680323 · University of Dubuque PY 2022 · Other

University of Dubuque Employees' 403(b) Plan · $59M · 508 · 89th

  • PHOTO $59M
  • IND 508
  • EOY 89th
  • 5500 Other
  • ASSETS near Clinica Sierra Vista Retirement Plan
  • PCT ind #3229

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 →

University of Dubuque Employees' 403(b) Plan in the asset neighbourhood

Delaware Valley University DC PlanDelaware Valley University D…$60MSeton Hill University 403(b) PlanSeton Hill University 403(b)…$60MUniversity of Dubuque Employees' 403(b) PlanUniversity of Dubuque Employ…$59MClinica Sierra Vista Retirement PlanClinica Sierra Vista Retirem…$59MHanover College 403(b) Retirement PlanHanover College 403(b) Retir…$59M
End-of-year total assets ($M) among University of Dubuque Employees' 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$59M
Net Income-$11M
Employer EIN420680323
Plan Effective Date1921-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Dubuque)

Sponsor-wide plan assets over time

All University of Dubuque plans reported in each filing year

Latest sponsor-wide plan assets
$75M 26.273218657253217% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $59.5M $75.1M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 508 $59M
2023 1 468 $68M
2024 1 669 $75M

Nearby Other Plans in Iowa

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

University of Dubuque Employees' 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants University of Dubuque Employees' 403(b) Plan, Total assets ($M): 59.465002 · Participants: 508University of Dubuque Employees' 403(b) 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
University of Dubuque Employees' 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare University of Dubuque Employees' 403(b) Plan side-by-side with 3 peers →

University of Dubuque Employees' 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Clinica Sierra Vista Retirement Plan in CA ($59M); by covered participants it is Bloodworks Northwest Supplemental Retirement Account in WA (508 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (508 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 University of Dubuque Employees' 403(b) Plan assets move in 2022? ▼
University of Dubuque Employees' 403(b) Plan declined sharply - down 15.9% during 2022, from $71M to $59M. Reported net income was -$11M.
How have University of Dubuque plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Dubuque's sponsor-wide assets grew 26.3%, from $59M to $75M.
Where does University of Dubuque Employees' 403(b) Plan rank by assets among Form 5500 filers? ▼
University of Dubuque Employees' 403(b) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Dubuque Employees' 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Clinica Sierra Vista Retirement Plan in CA ($59M, 1,263 participants).
Which Other plans cover a similar participant headcount to University of Dubuque Employees' 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Bloodworks Northwest Supplemental Retirement Account in WA (508 participants, $93M 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 420680323.

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.