Other · DOL Form 5500 · 2022

Drake University Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
522
Participants Below avg headcount
91st
Percentile by assets National rank
$132,953
Avg per participant Near avg balance/head
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Official DOL plan name: Drake University Voluntary Tax-Deferred Annuity Retirement Plan · Sponsored by Drake University · Iowa · Educational Services

$69M in assets, 522 participants

Drake University's Drake University Voluntary Tax-Deferred Annuity Retirement Plan reported $69M in total assets and 522 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,317 in Educational Services (4,024 peers)

Where Drake University Voluntary Tax-Deferred Annuity Retirement Plan sits by assets

Drake University Voluntary Tax-Deferred Annuity Retirement Plan sits in the top 10% of all filed plans by assets, $69M for 522 participants (~$132,953/participant), down 9.8% in 2022.

#3,317
in Educational Services (4,024 peers)
-9.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Drake University Voluntary Tax-Deferred Annuity Retirement Plan's outsized position by total assets

Drake University Voluntary Tax-Deferred Annuity Retirement Plan vs every filed plan by assets

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

$69,401,663 Top 9% higher than 91% 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

Drake University Voluntary Tax-Deferred Annuity 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. Drake University Voluntary Tax-Deferred Annuity Retirement Plan sits mid-pack in the medium band (522 participants).

EBSA filing schedule strip

Filing strip 420680460 · Drake University PY 2022 · Other

Drake University Voluntary Tax-Deferred Annuity Retirement Plan · $69M · 522 · 91st

  • BOY $69M
  • SCH 522
  • EBSA 91st
  • PART Other
  • TYPE near Ascension Healthcare Legacy ERISA 403(b) Plan
  • NET ind #3317

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 →

Drake University Voluntary Tax-Deferred Annuity Retirement Plan in the asset neighbourhood

Lycoming College Retirement PlanLycoming College Retirement …$69MDrake University Voluntary Tax-Deferred Annuity Retirement PlanDrake University Voluntary T…$69MAscension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$69MPeddie School 403(b) Tda & DC PlanPeddie School 403(b) Tda & D…$69MHolton-Arms School, Inc. Tax Deferred Savings & Retirement PlanHolton-Arms School, Inc. Tax…$69M
End-of-year total assets ($M) among Drake University Voluntary Tax-Deferred Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$69M
Net Income-$8M
Employer EIN420680460
Plan Effective Date1962-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Drake University)

Sponsor-wide plan assets over time

All Drake University plans reported in each filing year

Latest sponsor-wide plan assets
$383M 20.521256099453% vs 2022
2024 filing year
$300M$320M$340M$360M$380M$400M 202220232024 $318M $383M ▲ +20.5%
Year Plans Participants Total Assets
2022 2 1,704 $318M
2023 2 1,775 $355M
2024 2 1,845 $383M

Nearby Other Plans in Iowa

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

Drake University Voluntary Tax-Deferred Annuity Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Drake University Voluntary Tax-Deferred Annuity Retirement Plan, Total assets ($M): 69.401663 · Participants: 522Drake University Voluntary Tax-Deferred Annuity 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
Drake University Voluntary Tax-Deferred Annuity Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Drake University Voluntary Tax-Deferred Annuity Retirement Plan side-by-side with 3 peers →

Drake University Voluntary Tax-Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Ascension Healthcare Legacy ERISA 403(b) Plan in MO ($69M); by covered participants it is Bethany St. Joseph Corporation Retirement Plan in WI (522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (522 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 Drake University Voluntary Tax-Deferred Annuity Retirement Plan assets move in 2022? ▼
Drake University Voluntary Tax-Deferred Annuity Retirement Plan pulled back noticeably - down 9.8% during 2022, from $77M to $69M. Reported net income was -$8M.
How have Drake University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drake University's sponsor-wide assets grew 20.5%, from $318M to $383M.
Where does Drake University Voluntary Tax-Deferred Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
Drake University Voluntary Tax-Deferred Annuity Retirement Plan ranks in the 91st 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 Drake University Voluntary Tax-Deferred Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ascension Healthcare Legacy ERISA 403(b) Plan in MO ($69M, 1,177 participants).
Which Other plans cover a similar participant headcount to Drake University Voluntary Tax-Deferred Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bethany St. Joseph Corporation Retirement Plan in WI (522 participants, $16M 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 420680460.

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.