Other · DOL Form 5500 · 2022

Iowa Health System Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
1,107
Participants Near avg headcount
90th
Percentile by assets National rank
$57,828
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iowa Health System Tax Deferred Section 403(b) Plan · Sponsored by Iowa Health System · Iowa · Healthcare & Social Assistance

$64M in assets, 1,107 participants

Iowa Health System's Iowa Health System Tax Deferred Section 403(b) Plan reported $64M in total assets and 1,107 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.

  • #18,339 in Healthcare & Social Assistance (20,060 peers)

Where Iowa Health System Tax Deferred Section 403(b) Plan sits by assets

Iowa Health System Tax Deferred Section 403(b) Plan sits in the top 10% of all filed plans by assets, $64M for 1,107 participants (~$57,828/participant), down 25.2% in 2022.

#18,339
in Healthcare & Social Assistance (20,060 peers)
-25.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iowa Health System Tax Deferred Section 403(b) Plan's outsized position by total assets

Iowa Health System Tax Deferred Section 403(b) Plan vs every filed plan by assets

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

$64,015,939 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

Iowa Health System Tax Deferred Section 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa Health System Tax Deferred Section 403(b) Plan lands in the large band (1,107 participants).

Plan-year Form 5500 strip

Filing strip 421435199 · Iowa Health System PY 2022 · Other

Iowa Health System Tax Deferred Section 403(b) Plan · $64M · 1,107 · 90th

  • 5500 $64M
  • 5500 1,107
  • 5500 90th
  • 5500 Other
  • 5500 near Camc Health System, Inc. Retirement Savings Plan
  • 5500 ind #18339

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 →

Iowa Health System Tax Deferred Section 403(b) Plan in the asset neighbourhood

University School Retirement Savings PlanUniversity School Retirement…$64MIowa Health System Tax Deferred Section 403(b) PlanIowa Health System Tax Defer…$64MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$64MOhio Living 403(b) Plan$64MMay Institute, Inc. Defined Contribution Retirement PlanMay Institute, Inc. Defined …$64M
End-of-year total assets ($M) among Iowa Health System Tax Deferred Section 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$64M
Net Income-$22M
Employer EIN421435199
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Health System)

Sponsor-wide plan assets over time

All Iowa Health System plans reported in each filing year

Latest sponsor-wide plan assets
$3.4B 22.666682709713903% vs 2022
2024 filing year
$2.6B$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.75B $3.37B ▲ +22.5%
Year Plans Participants Total Assets
2022 2 29,710 $2.7B
2023 2 29,936 $3.0B
2024 2 25,980 $3.4B

Nearby Other Plans in Iowa

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

Iowa Health System Tax Deferred Section 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Iowa Health System Tax Deferred Section 403(b) Plan, Total assets ($M): 64.015939 · Participants: 1107Iowa Health System Tax Deferred Section 403(b) 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
Iowa Health System Tax Deferred Section 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Iowa Health System Tax Deferred Section 403(b) Plan side-by-side with 3 peers →

Iowa Health System Tax Deferred Section 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Camc Health System, Inc. Retirement Savings Plan in WV ($64M); by covered participants it is Goodwill of Southwestern Pennsylvania 403(b) Plan in PA (1,106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,107 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 Iowa Health System Tax Deferred Section 403(b) Plan assets move in 2022? ▼
Iowa Health System Tax Deferred Section 403(b) Plan declined sharply - down 25.2% during 2022, from $86M to $64M. Reported net income was -$22M.
How have Iowa Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Health System's sponsor-wide assets grew 22.7%, from $2.7B to $3.4B.
Where does Iowa Health System Tax Deferred Section 403(b) Plan rank by assets among Form 5500 filers? ▼
Iowa Health System Tax Deferred Section 403(b) 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 Iowa Health System Tax Deferred Section 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Camc Health System, Inc. Retirement Savings Plan in WV ($64M, N/A participants).
Which Other plans cover a similar participant headcount to Iowa Health System Tax Deferred Section 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill of Southwestern Pennsylvania 403(b) Plan in PA (1,106 participants, $12M 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 421435199.

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.