401(k) · DOL Form 5500 · 2022
State University of Iowa Foundation 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 256
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $138,886
- Avg per participant Near avg balance/head
Official DOL plan name: University of Iowa Foundation 401(k) Plan · Sponsored by State University of Iowa Foundation · Iowa · Educational Services
$36M in assets, 256 participants
State University of Iowa Foundation's University of Iowa Foundation 401(k) Plan reported $36M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,889 in Educational Services (4,024 peers)
Coverage in Iowa
University of Iowa Foundation 401(k) Plan covers 256 participants in Iowa, about 42% of the average Iowa filer (state average ~609 per filing). Assets: $36M.
- #2,889
- in Educational Services (4,024 peers)
- -11.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Iowa Foundation 401(k) Plan's outsized position by total assets
University of Iowa Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,554,874 Top 15% higher than 85% 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
University of Iowa Foundation 401(k) 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. University of Iowa Foundation 401(k) Plan sits mid-pack in the medium band (256 participants).
Published 5500 schedule card
Filing strip 420796760 · State University of Iowa Foundation PY 2022 · 401(k)
University of Iowa Foundation 401(k) Plan · $36M · 256 · 85th
- EOY $36M
- EOY 256
- EOY 85th
- EOY 401(k)
- EOY near The Orthopaedic and Fracture Clinic, P.a. Profit Sharing Plan
- EOY ind #2889
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 →
University of Iowa Foundation 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$5M |
| Employer EIN | 420796760 |
| Plan Effective Date | 2013-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State University of Iowa Foundation)
Sponsor-wide plan assets over time
All State University of Iowa Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 43.35947302189849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $36M |
| 2023 | 1 | 277 | $44M |
| 2024 | 1 | 295 | $51M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
University of Iowa Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is The Orthopaedic and Fracture Clinic, P.a. Profit Sharing Plan in MN ($36M); by covered participants it is Pacific Gateway Concessions, LLC 401(k) Plan in CA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- The Orthopaedic and Fracture Clinic, P.a. Profit Sharing Plan (MN) $36M · 109
- Leadec Corp. 401(k) Plan (OH) $36M · 1,700
- Solifi Tax Deferred Savings Plan (MN) $36M · 157
- Investcorp International, Inc. Retirement Savings Plan (NY) $36M · 126
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- Pacific Gateway Concessions, LLC 401(k) Plan (CA) 256 · 0 off
- Sai Global 401(k) Savings Plan (IL) 256 · 0 off
- Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan (CA) 256 · 0 off
- Northstar Ems, Inc. 401(k) Profit Sharing Plan (AL) 256 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.