Money Purchase · DOL Form 5500 · 2023

Morningside University Defined 401(a) Money Purchase Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
183
Participants Below avg headcount
74th
Percentile by assets National rank
$117,837
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morningside University Defined Contribution Retire · Sponsored by Morningside University Defined 401(a) · Iowa · Other Services

$22M in assets, 183 participants

Morningside University Defined 401(a)'s Morningside University Defined Contribution Retire reported $22M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,754 in Other Services (7,857 peers)

Coverage in Iowa

Morningside University Defined Contribution Retire covers 183 participants in Iowa, about 30% of the average Iowa filer (state average ~609 per filing). Assets: $22M.

#6,754
in Other Services (7,857 peers)
+7.7%
assets growth YoY

Morningside University Defined Contribution Retire's outsized position by total assets

Morningside University Defined Contribution Retire vs every filed plan by assets

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

$21,564,104 Top 26% higher than 74% 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

Morningside University Defined Contribution Retire 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. Morningside University Defined Contribution Retire sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morningside University Defined Contribution Retire reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morningside University Defined Contribution Retire reported participants fell from 206 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Morningside University Defined Contribution Retire end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420680400 · Morningside University Defined 401(a) PY 2023 · Money Purchase

Morningside University Defined Contribution Retire · $22M · 183 · 74th

  • ASSETS $22M
  • ASSETS 183
  • ASSETS 74th
  • ASSETS Money Purchase
  • ASSETS near Rhode Island Sheet Metal Workers Local 17 Annuity Fund
  • ASSETS ind #6754

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 Other Services retirement plans → · Plans in Iowa →

Morningside University Defined Contribution Retire in the asset neighbourhood

Opto 22 Money Purchase Pension Plan and TrustOpto 22 Money Purchase Pensi…$22MMorningside University Defined Contribution RetireMorningside University Defin…$22MRhode Island Sheet Metal Workers Local 17 Annuity FundRhode Island Sheet Metal Wor…$21MSherin and Lodgen Retirement PlanSherin and Lodgen Retirement…$21MFrozen Phs 401(a) Plan$21M
End-of-year total assets ($M) among Morningside University Defined Contribution Retire and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN420680400
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningside University Defined 401(a))

Sponsor-wide plan assets over time

All Morningside University Defined 401(a) plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.817240531110514% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $20M $22.8M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 475 $20M
2023 1 183 $22M
2024 1 170 $23M

Nearby Money Purchase Plans in Iowa

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

Morningside University Defined Contribution Retire vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 02004006008001000 020406080 Total assets ($M) Participants Morningside University Defined Contribution Retire, Total assets ($M): 21.564104 · Participants: 183Morningside University Defined Contribution RetireIowa Builders Retirement Plan, Total assets ($M): 65.935672 · Participants: 424Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 52.715801 · Participants: 234IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 38.252919 · Participants: 875Iron Workers Local No. 67 Defined Contribution FundGrand View University Employees' Money Purchase Plan, Total assets ($M): 18.167066 · Participants: 226Grand View University Employees' Money Purchase PlanFidelity Money Purchase Plan, Total assets ($M): 9.050259 · Participants: 249Fidelity Money Purchase Plan
Morningside University Defined Contribution Retire vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Morningside University Defined Contribution Retire side-by-side with 3 peers →

Morningside University Defined Contribution Retire's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Rhode Island Sheet Metal Workers Local 17 Annuity Fund in RI ($21M); by covered participants it is International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan in TN (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Morningside University Defined Contribution Retire assets move in 2023? ▼
Morningside University Defined Contribution Retire grew at a solid clip - up 7.7% during 2023, from $20M to $22M. Reported net income was $2M.
How have Morningside University Defined 401(a) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningside University Defined 401(a)'s sponsor-wide assets grew 13.8%, from $20M to $23M.
Which Money Purchase plans are similar in size to Morningside University Defined Contribution Retire? ▼
Among Money Purchase plans in other states, the closest by assets is Rhode Island Sheet Metal Workers Local 17 Annuity Fund in RI ($21M, 202 participants).
Which Money Purchase plans cover a similar participant headcount to Morningside University Defined Contribution Retire? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan in TN (183 participants, $37M 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 420680400.

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.