Other · DOL Form 5500 · 2022
United Presbyterian Home Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $23,241
- Avg per participant Low balance/head
Official DOL plan name: United Presbyterian Home 403(b) Plan · Sponsored by United Presbyterian Home · Iowa · Healthcare & Social Assistance
$2M in assets, 101 participants
United Presbyterian Home's United Presbyterian Home 403(b) Plan reported $2M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,688 in Healthcare & Social Assistance (20,060 peers)
Coverage in Iowa
United Presbyterian Home 403(b) Plan covers 101 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $2M.
- #7,688
- in Healthcare & Social Assistance (20,060 peers)
- -21.8%
- assets change YoY
The plan reported a net loss of $655K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Presbyterian Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
United Presbyterian Home 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,347,323 36th percentile higher than 36% 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
United Presbyterian Home 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. United Presbyterian Home 403(b) Plan sits mid-pack in the medium band (101 participants).
Published 5500 schedule card
Filing strip 420713662 · United Presbyterian Home PY 2022 · Other
United Presbyterian Home 403(b) Plan · $2M · 101 · 36th
- EBSA $2M
- PART 101
- TYPE 36th
- NET Other
- BOOK near Early Learning Coalition of the Nature Coast 403(b) Plan
- VS-ST ind #7688
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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →
United Presbyterian Home 403(b) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$655K |
| Employer EIN | 420713662 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $496M · 2,131
- Act, Inc. Defined Contribution Retirement Plan $388M · 1,012
- Grinnell College Employees Retirement Savings Plan $315M · 758
- Genesis Health System Retirement Savings Plan $297M · 4,454
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $249M · 1,182
United Presbyterian Home 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Early Learning Coalition of the Nature Coast 403(b) Plan in FL ($2M); by covered participants it is Bcbs Health Plan in NE (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Bcbs Health Plan (NE) 101 · 0 off
- Rowan Regional Medical Center, Inc. Incentive Savi (NC) 101 · 0 off
- The New Foundations Retirement Plan (GA) 101 · 0 off
- Sharon S. Richardson Community Hospice 403(b) Plan (WI) 101 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.