Other · DOL Form 5500 · 2022
Upper Iowa University Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 486
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $86,931
- Avg per participant Below avg balance/head
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.
- #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.
- #3,023
- in Educational Services (4,024 peers)
- -12.9%
- assets change YoY
- 0.4×
- 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.
Upper Iowa University 403(b) Retirement Plan's outsized position 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 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. Upper Iowa University 403(b) Retirement Plan sits mid-pack in the medium band (486 participants).
EBSA filing schedule strip
Filing strip 420680372 · Upper Iowa University PY 2022 · Other
Upper Iowa University 403(b) Retirement Plan · $42M · 486 · 86th
- NET $42M
- NET 486
- NET 86th
- NET Other
- NET near Copley Health Systems, Inc. 403(b) Retirement Plan
- NET ind #3023
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 →
Upper Iowa University 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Upper Iowa University plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 15.605420357684604% vs 2022
- 2024 filing year
| 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.
- 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
Upper Iowa University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Copley Health Systems, Inc. 403(b) Retirement Plan in VT ($42M); by covered participants it is Mount Prospect Academy, Inc. 403(b) Plan in NH (486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (486 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.