Money Purchase · DOL Form 5500 · 2022

Indiana University Foundation Money Purchase Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
232
Participants Below avg headcount
90th
Percentile by assets National rank
$272,753
Avg per participant High balance/head
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Official DOL plan name: Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan · Sponsored by Indiana University Foundation · Indiana · Other Services

$63M in assets, 232 participants

Indiana University Foundation's Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan reported $63M in total assets and 232 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.

  • #8,048 in Other Services (8,398 peers)

Coverage in Indiana

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan covers 232 participants in Indiana, about 43% of the average Indiana filer (state average ~541 per filing). Assets: $63M.

#8,048
in Other Services (8,398 peers)
-15.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan's outsized position by total assets

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan vs every filed plan by assets

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

$63,278,731 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

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt 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. Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan sits mid-pack in the medium band (232 participants).

EBSA filing schedule strip

Filing strip 356018940 · Indiana University Foundation PY 2022 · Money Purchase

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan · $63M · 232 · 90th

  • BOY $63M
  • BOY 232
  • BOY 90th
  • BOY Money Purchase
  • BOY near Plumbers & Pipefitters Local 152 Retirement Annuit
  • BOY ind #8048

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 Other Services retirement plans → · Plans in Indiana →

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan in the asset neighbourhood

Plumbers & Pipefitters Local Union #51 Annuity PlanPlumbers & Pipefitters Local…$64MIBEW Local 508 Pension Fund$64MIndiana University Foundation, Inc. Sec. 403(b) DC Rtmt PlanIndiana University Foundatio…$63MPlumbers & Pipefitters Local 152 Retirement AnnuitPlumbers & Pipefitters Local…$63MBrady Funded Retirement Plan$63M
End-of-year total assets ($M) among Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$63M
Net Income-$12M
Employer EIN356018940
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana University Foundation)

Sponsor-wide plan assets over time

All Indiana University Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$81M 27.95870384948143% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.3M $81M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 232 $63M
2023 1 265 $71M
2024 1 302 $81M

Nearby Money Purchase Plans in Indiana

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

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0100020003000 0100200300400 Total assets ($M) Participants Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan, Total assets ($M): 63.278731 · Participants: 232Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt PlanIBEW & Electrical Industry Loc 697, Money Purchase Plan, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical Industry Loc 697, Money Purchase PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 98.815615 · Participants: 1021International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan side-by-side with 3 peers →

Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Plumbers & Pipefitters Local 152 Retirement Annuit in WV ($63M); by covered participants it is Staten Island Physician Practice, P.C. Union Employees Pension Plan in NY (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan assets move in 2022? ▼
Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan declined sharply - down 15.8% during 2022, from $75M to $63M. Reported net income was -$12M.
How have Indiana University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana University Foundation's sponsor-wide assets grew 28.0%, from $63M to $81M.
Where does Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan rank by assets among Form 5500 filers? ▼
Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt 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 Money Purchase plans are similar in size to Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Pipefitters Local 152 Retirement Annuit in WV ($63M, 3,241 participants).
Which Money Purchase plans cover a similar participant headcount to Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Staten Island Physician Practice, P.C. Union Employees Pension Plan in NY (232 participants, $6M 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 356018940.

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.