Money Purchase · DOL Form 5500 · 2022
Indiana University Foundation Money Purchase Plan
Data updated 2026-08-11
- $63M
- Total assets
- 232
- Participants
- 90th
- Percentile by assets
- $272,753
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $63M
- total plan assets (2022 EOY)
- 232
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $272,753
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan reports 232 participants - about 43% of that state average ($63M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$12M |
| Employer EIN | 356018940 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indiana University Foundation)
| 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
- IBEW & Electrical Industry Loc 697, Money Purchase Plan $337M · 951
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $178M · 498
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $144M · 2,563
- IBEW Local 531 & NECA Money Purchase Pension Plan $102M · 515
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $99M · 1,021
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan by total assets, not by location.
- Plumbers & Pipefitters Local 152 Retirement Annuit (WV) $63M · 3,241
- IBEW Local 508 Pension Fund (GA) $64M · 768
- Plumbers & Pipefitters Local Union #51 Annuity Plan (RI) $64M · 1,261
- Brady Funded Retirement Plan (WI) $63M · 1,132
Frequently Asked Questions
How did Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan assets move in 2022? ▼
How have Indiana University Foundation plan assets changed over time? ▼
Where does Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan? ▼
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Filing takeaways
Ways to act on Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan's numbers.
- By total assets, Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Indiana University Foundation's sponsor-wide assets have grown 28.0% since 2022 across 3 plan years on file. More Other Services plans