Other · DOL Form 5500 · 2023

Iona University Retirement Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
683
Participants Below avg headcount
95th
Percentile by assets National rank
$335,188
Avg per participant High balance/head
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Official DOL plan name: Iona University Defined Contribution Retirement Plan · Sponsored by Iona University · New York · Educational Services

$229M in assets, 683 participants

Iona University's Iona University Defined Contribution Retirement Plan reported $229M in total assets and 683 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,447 in Educational Services (3,735 peers)

Where Iona University Defined Contribution Retirement Plan sits by assets

Iona University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $229M for 683 participants (~$335,188/participant), up 7.1% in 2023.

#3,447
in Educational Services (3,735 peers)
+7.1%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Iona University Defined Contribution Retirement Plan's outsized position by total assets

Iona University Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$228,933,559 Top 5% higher than 95% of 127,068 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 2023

Iona University Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iona University Defined Contribution Retirement Plan sits mid-pack in the medium band (683 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iona University Defined Contribution Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Iona University Defined Contribution Retirement Plan reported participants rose from 579 in the plan year 2022 filing to 683 in the plan year 2023 filing.
  • Iona University Defined Contribution Retirement Plan end-of-year assets rose from $214M in the plan year 2022 filing to $229M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133508093 · Iona University PY 2023 · Other

Iona University Defined Contribution Retirement Plan · $229M · 683 · 95th

  • EBSA $229M
  • EBSA 683
  • EBSA 95th
  • EBSA Other
  • EBSA near Bracewell LLP 401(k) Plan a
  • EBSA ind #3447

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 New York →

Iona University Defined Contribution Retirement Plan in the asset neighbourhood

Woods Hole Oceanographic Institution Defined Contribution Retirement PlanWoods Hole Oceanographic Ins…$230MBracewell LLP 401(k) Plan a$229MIona University Defined Contribution Retirement PlanIona University Defined Cont…$229MWheaton College Retirement PlanWheaton College Retirement P…$228MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$228M
End-of-year total assets ($M) among Iona University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$229M
Net Income$15M
Employer EIN133508093
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iona University)

Sponsor-wide plan assets over time

All Iona University plans reported in each filing year

Latest sponsor-wide plan assets
$248M 16.209328996529127% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $214M $248M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 579 $214M
2023 1 683 $229M
2024 1 693 $248M

Nearby Other Plans in New York

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

Iona University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Iona University Defined Contribution Retirement Plan, Total assets ($B): 0.228933559 · Participants: 683Iona University Defined Contribution Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Iona University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Iona University Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is Bracewell LLP 401(k) Plan a in TX ($229M); by covered participants it is Becket Academy 403(b) Plan in NH (683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (683 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iona University Defined Contribution Retirement Plan assets move in 2023? ▼
Iona University Defined Contribution Retirement Plan grew at a solid clip - up 7.1% during 2023, from $214M to $229M. Reported net income was $15M.
How have Iona University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iona University's sponsor-wide assets grew 16.2%, from $214M to $248M.
Where does Iona University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Iona University Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Iona University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bracewell LLP 401(k) Plan a in TX ($229M, 525 participants).
Which Other plans cover a similar participant headcount to Iona University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Becket Academy 403(b) Plan in NH (683 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133508093.

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.