Other · DOL Form 5500 · 2022
Upper Iowa University Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 486
- Participants
- 86th
- Percentile by assets
- $86,931
- Avg per participant
Official DOL plan name: Upper Iowa University 403(b) Retirement Plan · Sponsored by Upper Iowa University · Iowa · Educational Services
$42M in assets, 486 participants
Upper Iowa University's Upper Iowa University 403(b) Retirement Plan reported $42M in total assets and 486 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #3,023 in Educational Services (4,024 peers)
Where Upper Iowa University 403(b) Retirement Plan sits by assets
Upper Iowa University 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 486 participants (~$86,931/participant), down 12.9% in 2022.
- $42M
- total plan assets (2022 EOY)
- 486
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $86,931
- avg assets per participant
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.
Where Upper Iowa University 403(b) Retirement Plan sits by total assets
Upper Iowa University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,248,282 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Upper Iowa University 403(b) Retirement Plan vs the 2022 asset distribution
By assets, Upper Iowa University 403(b) Retirement Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$6M |
| Employer EIN | 420680372 |
| Plan Effective Date | 1963-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upper Iowa University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 486 | $42M |
| 2023 | 1 | 473 | $46M |
| 2024 | 1 | 468 | $49M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
Upper Iowa University 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
- Iaicu Multiple Employer Plan $496M · 2,131
- Act, Inc. Defined Contribution Retirement Plan $388M · 1,012
- Grinnell College Employees Retirement Savings Plan $315M · 758
- Genesis Health System Retirement Savings Plan $297M · 4,454
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $249M · 1,182
Similar-Sized Other Plans Nationally
Other plans in other states closest to Upper Iowa University 403(b) Retirement Plan by total assets, not by location.
- Copley Health Systems, Inc. 403(b) Retirement Plan (VT) $42M · 562
- Bethune-Cookman University Retirement Plan (FL) $42M · 747
- Prairie Lakes Healthcare System 403(b) Plan (SD) $42M · 619
- Cambridge College 403(b) Plan (MA) $42M · 832
Frequently Asked Questions
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Where does Upper Iowa University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Upper Iowa University 403(b) Retirement …
Scale reading
Ways to act on Upper Iowa University 403(b) Retirement Plan's numbers.
- By total assets, Upper Iowa University 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Iowa. Compare plans
- Upper Iowa University's sponsor-wide assets have grown 15.6% since 2022 across 3 plan years on file. More Educational Services plans