Other · DOL Form 5500 · 2022

Simpson College Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
203
Participants Below avg headcount
90th
Percentile by assets National rank
$316,638
Avg per participant High balance/head
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Official DOL plan name: Simpson College Defined Contribution Retirement Plan · Sponsored by Simpson College · Iowa · Educational Services

$64M in assets, 203 participants

Simpson College's Simpson College Defined Contribution Retirement Plan reported $64M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,273 in Educational Services (4,024 peers)

Coverage in Iowa

Simpson College Defined Contribution Retirement Plan covers 203 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $64M.

#3,273
in Educational Services (4,024 peers)
-14.9%
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.

Simpson College Defined Contribution Retirement Plan's outsized position by total assets

Simpson College Defined Contribution Retirement Plan vs every filed plan by assets

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

$64,277,445 Top 10% higher than 90% 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

Simpson College 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. Simpson College Defined Contribution Retirement Plan sits mid-pack in the medium band (203 participants).

EBSA filing schedule strip

Filing strip 420680389 · Simpson College PY 2022 · Other

Simpson College Defined Contribution Retirement Plan · $64M · 203 · 90th

  • IND $64M
  • IND 203
  • IND 90th
  • IND Other
  • IND near Woodberry Forest School Defined Contribution Retirement Plan
  • IND ind #3273

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 →

Simpson College Defined Contribution Retirement Plan in the asset neighbourhood

California Western School of Law Defined Contribution Retirement PlanCalifornia Western School of…$64MBaylor School DC Plan$64MShady Side Academy Retirement PlanShady Side Academy Retiremen…$64MSimpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$64MWoodberry Forest School Defined Contribution Retirement PlanWoodberry Forest School Defi…$64M
End-of-year total assets ($M) among Simpson College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$64M
Net Income-$11M
Employer EIN420680389
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson College)

Sponsor-wide plan assets over time

All Simpson College plans reported in each filing year

Latest sponsor-wide plan assets
$75M 16.33283339124634% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.3M $74.8M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 203 $64M
2023 1 204 $70M
2024 1 197 $75M

Nearby Other Plans in Iowa

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

Simpson College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0100200300400500600 Total assets ($M) Participants Simpson College Defined Contribution Retirement Plan, Total assets ($M): 64.277445 · Participants: 203Simpson College Defined Contribution Retirement 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
Simpson College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Simpson College Defined Contribution Retirement Plan side-by-side with 3 peers →

Simpson College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Woodberry Forest School Defined Contribution Retirement Plan in VA ($64M); by covered participants it is Cumberland County Hospital 403(b) Plan in KY (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Simpson College Defined Contribution Retirement Plan assets move in 2022? ▼
Simpson College Defined Contribution Retirement Plan pulled back noticeably - down 14.9% during 2022, from $76M to $64M. Reported net income was -$11M.
How have Simpson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson College's sponsor-wide assets grew 16.3%, from $64M to $75M.
Where does Simpson College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Simpson College Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Simpson College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Woodberry Forest School Defined Contribution Retirement Plan in VA ($64M, 264 participants).
Which Other plans cover a similar participant headcount to Simpson College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Cumberland County Hospital 403(b) Plan in KY (203 participants, $8M 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 420680389.

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.