Other · DOL Form 5500 · 2023

St. Ambrose University Retirement Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
686
Participants Below avg headcount
92nd
Percentile by assets National rank
$171,919
Avg per participant Above avg balance/head
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Official DOL plan name: St. Ambrose University Defined Contribution Plan · Sponsored by St. Ambrose University · Iowa · Educational Services

$118M in assets, 686 participants

St. Ambrose University's St. Ambrose University Defined Contribution Plan reported $118M in total assets and 686 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,240 in Educational Services (3,735 peers)

Where St. Ambrose University Defined Contribution Plan sits by assets

St. Ambrose University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $118M for 686 participants (~$171,919/participant), up 12.5% in 2023.

#3,240
in Educational Services (3,735 peers)
+12.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

St. Ambrose University Defined Contribution Plan's outsized position by total assets

St. Ambrose University Defined Contribution Plan vs every filed plan by assets

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

$117,936,138 Top 8% higher than 92% 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

St. Ambrose University Defined Contribution 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. St. Ambrose University Defined Contribution Plan sits mid-pack in the medium band (686 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Ambrose University Defined Contribution Plan reported net income rose from -$18M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • St. Ambrose University Defined Contribution Plan reported participants rose from 540 in the plan year 2022 filing to 686 in the plan year 2023 filing.
  • St. Ambrose University Defined Contribution Plan end-of-year assets rose from $105M in the plan year 2022 filing to $118M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420703280 · St. Ambrose University PY 2023 · Other

St. Ambrose University Defined Contribution Plan · $118M · 686 · 92nd

  • TYPE $118M
  • TYPE 686
  • TYPE 92nd
  • TYPE Other
  • TYPE near Window to the World Communications, Inc. Defined Contribution Retirement Plan
  • TYPE ind #3240

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 →

St. Ambrose University Defined Contribution Plan in the asset neighbourhood

St. Ambrose University Defined Contribution PlanSt. Ambrose University Defin…$118MWindow to the World Communications, Inc. Defined Contribution Retirement PlanWindow to the World Communic…$118MSaint Francis University Retirement PlanSaint Francis University Ret…$118MThe Taft School 403(b) Retirement PlanThe Taft School 403(b) Retir…$118MShore Health System, Inc. 401(k) PlanShore Health System, Inc. 40…$118M
End-of-year total assets ($M) among St. Ambrose University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$118M
Net Income$13M
Employer EIN420703280
Plan Effective Date1982-10-25
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Ambrose University)

Sponsor-wide plan assets over time

All St. Ambrose University plans reported in each filing year

Latest sponsor-wide plan assets
$123M 16.932673756774953% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $105M $123M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 540 $105M
2023 1 686 $118M
2024 1 698 $123M

Nearby Other Plans in Iowa

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

St. Ambrose University Defined Contribution Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants St. Ambrose University Defined Contribution Plan, Total assets ($M): 117.936138 · Participants: 686St. Ambrose University Defined Contribution PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
St. Ambrose University Defined Contribution Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare St. Ambrose University Defined Contribution Plan side-by-side with 3 peers →

St. Ambrose University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Window to the World Communications, Inc. Defined Contribution Retirement Plan in IL ($118M); by covered participants it is Brc Union 403(b) Plan in NY (685 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (686 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 St. Ambrose University Defined Contribution Plan assets move in 2023? ▼
St. Ambrose University Defined Contribution Plan grew at a solid clip - up 12.5% during 2023, from $105M to $118M. Reported net income was $13M.
How have St. Ambrose University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Ambrose University's sponsor-wide assets grew 16.9%, from $105M to $123M.
Where does St. Ambrose University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
St. Ambrose University Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to St. Ambrose University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Window to the World Communications, Inc. Defined Contribution Retirement Plan in IL ($118M, 161 participants).
Which Other plans cover a similar participant headcount to St. Ambrose University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Brc Union 403(b) Plan in NY (685 participants, $9M 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 420703280.

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.