Other · DOL Form 5500 · 2022

Clarke University Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
200
Participants Below avg headcount
84th
Percentile by assets National rank
$170,324
Avg per participant Above avg balance/head
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Official DOL plan name: Clarke University Retirement Plan · Sponsored by Clarke University · Iowa · Educational Services

$34M in assets, 200 participants

Clarke University's Clarke University Retirement Plan reported $34M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,851 in Educational Services (4,024 peers)

Coverage in Iowa

Clarke University Retirement Plan covers 200 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $34M.

#2,851
in Educational Services (4,024 peers)
-16.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clarke University Retirement Plan's outsized position by total assets

Clarke University Retirement Plan vs every filed plan by assets

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

$34,064,890 Top 16% higher than 84% 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

Clarke University 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. Clarke University Retirement Plan sits mid-pack in the medium band (200 participants).

DOL schedule card

Filing strip 420680408 · Clarke University PY 2022 · Other

Clarke University Retirement Plan · $34M · 200 · 84th

  • 5500 $34M
  • 5500 200
  • 5500 84th
  • 5500 Other
  • 5500 near Charles R. Drew University Defined Contribution Plan
  • 5500 ind #2851

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 →

Clarke University Retirement Plan in the asset neighbourhood

University Clinical Health Employer Contribution PlanUniversity Clinical Health E…$34MThe Exploratorium Retirement PlanThe Exploratorium Retirement…$34MThe Leffell School Retirement PlanThe Leffell School Retiremen…$34MClarke University Retirement PlanClarke University Retirement…$34MCharles R. Drew University Defined Contribution PlanCharles R. Drew University D…$34M
End-of-year total assets ($M) among Clarke University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$6M
Employer EIN420680408
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarke University)

Sponsor-wide plan assets over time

All Clarke University plans reported in each filing year

Latest sponsor-wide plan assets
$40M 18.6193878800137% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.1M $40.4M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 200 $34M
2023 1 186 $37M
2024 1 186 $40M

Nearby Other Plans in Iowa

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

Clarke University Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600 Total assets ($M) Participants Clarke University Retirement Plan, Total assets ($M): 34.06489 · Participants: 200Clarke University 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
Clarke University Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Clarke University Retirement Plan side-by-side with 3 peers →

Clarke University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Charles R. Drew University Defined Contribution Plan in CA ($34M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Clarke University Retirement Plan assets move in 2022? ▼
Clarke University Retirement Plan declined sharply - down 16.0% during 2022, from $41M to $34M. Reported net income was -$6M.
How have Clarke University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarke University's sponsor-wide assets grew 18.6%, from $34M to $40M.
Where does Clarke University Retirement Plan rank by assets among Form 5500 filers? ▼
Clarke University Retirement Plan ranks in the 84th 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 Clarke University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Charles R. Drew University Defined Contribution Plan in CA ($34M, 337 participants).
Which Other plans cover a similar participant headcount to Clarke University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Palmer Trinity School 403(b) DC Plan in FL (200 participants, $25M 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 420680408.

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.