Other · DOL Form 5500 · 2022

Iowa State University Foundation Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
155
Participants Small participant base
85th
Percentile by assets National rank
$242,883
Avg per participant Above avg balance/head
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Official DOL plan name: Iowa State University Foundation Defined Contribution Retirement Plan · Sponsored by Iowa State University Foundation · Iowa · Educational Services

$38M in assets, 155 participants

Iowa State University Foundation's Iowa State University Foundation Defined Contribution Retirement Plan reported $38M in total assets and 155 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.

  • #2,940 in Educational Services (4,024 peers)

Coverage in Iowa

Iowa State University Foundation Defined Contribution Retirement Plan covers 155 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $38M.

#2,940
in Educational Services (4,024 peers)
+7.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Iowa State University Foundation Defined Contribution Retirement Plan's outsized position by total assets

Iowa State University Foundation Defined Contribution Retirement Plan vs every filed plan by assets

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

$37,646,869 Top 15% higher than 85% 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 State University Foundation Defined Contribution 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. Iowa State University Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (155 participants).

Form 5500 schedule snapshot

Filing strip 421143702 · Iowa State University Foundation PY 2022 · Other

Iowa State University Foundation Defined Contribution Retirement Plan · $38M · 155 · 85th

  • ASSETS $38M
  • PCT 155
  • EIN 85th
  • RANK Other
  • PHOTO near Pomfret School 403(b) Retirement Plan
  • IND ind #2940

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 →

Iowa State University Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Woods Services, Inc. 403(b) PlanWoods Services, Inc. 403(b) …$38MIowa State University Foundation Defined Contribution Retirement PlanIowa State University Founda…$38MPomfret School 403(b) Retirement PlanPomfret School 403(b) Retire…$38MRussell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$38MMontgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$38M
End-of-year total assets ($M) among Iowa State University Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN421143702
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa State University Foundation)

Sponsor-wide plan assets over time

All Iowa State University Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$50M 33.92668590846161% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.7M $50.4M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 155 $38M
2023 1 177 $44M
2024 1 174 $50M

Nearby Other Plans in Iowa

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

Iowa State University Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600 Total assets ($M) Participants Iowa State University Foundation Defined Contribution Retirement Plan, Total assets ($M): 37.646869 · Participants: 155Iowa State University Foundation Defined Contribution 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
Iowa State University Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Iowa State University Foundation Defined Contribution Retirement Plan side-by-side with 3 peers →

Iowa State University Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Pomfret School 403(b) Retirement Plan in CT ($38M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants). Same-state nearby plans are listed separately above.

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 State University Foundation Defined Contribution Retirement Plan assets move in 2022? ▼
Iowa State University Foundation Defined Contribution Retirement Plan grew at a solid clip - up 7.6% during 2022, from $35M to $38M. Reported net income was $3M.
How have Iowa State University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa State University Foundation's sponsor-wide assets grew 33.9%, from $38M to $50M.
Where does Iowa State University Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Iowa State University Foundation Defined Contribution Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Iowa State University Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pomfret School 403(b) Retirement Plan in CT ($38M, 167 participants).
Which Other plans cover a similar participant headcount to Iowa State University Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants, $6M 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 421143702.

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.