Other · DOL Form 5500 · 2023

Simpson College Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
204
Participants Below avg headcount
89th
Percentile by assets National rank
$341,375
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simpson College Defined Contribution Retirement Plan · Sponsored by Simpson College · Iowa · Educational Services

$70M in assets, 204 participants

Simpson College's Simpson College Defined Contribution Retirement Plan reported $70M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,970 in Educational Services (3,735 peers)

Coverage in Iowa

Simpson College Defined Contribution Retirement Plan covers 204 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $70M.

#2,970
in Educational Services (3,735 peers)
+8.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Simpson College Defined Contribution Retirement Plan's outsized position by total assets

Simpson College Defined Contribution Retirement Plan vs every filed plan by assets

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

$69,640,502 Top 11% higher than 89% 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

Simpson College 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. Simpson College Defined Contribution Retirement Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simpson College Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Simpson College Defined Contribution Retirement Plan end-of-year assets rose from $64M in the plan year 2022 filing to $70M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420680389 · Simpson College PY 2023 · Other

Simpson College Defined Contribution Retirement Plan · $70M · 204 · 89th

  • TYPE $70M
  • TYPE 204
  • TYPE 89th
  • TYPE Other
  • TYPE near Local Initiatives Support Corporation Tax Sheltered Annuity Plan
  • TYPE ind #2970

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 →

Simpson College Defined Contribution Retirement Plan in the asset neighbourhood

American Management Association Savings & Investment PlanAmerican Management Associat…$70MSimpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$70MLocal Initiatives Support Corporation Tax Sheltered Annuity PlanLocal Initiatives Support Co…$70MOral Roberts University Retirement PlanOral Roberts University Reti…$70MShady Side Academy Retirement PlanShady Side Academy Retiremen…$70M
End-of-year total assets ($M) among Simpson College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$70M
Net Income$5M
Employer EIN420680389
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson College)

Sponsor-wide plan assets over time

All Simpson College plans reported in each filing year

Latest sponsor-wide plan assets
$75M 16.33283339124634% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.3M $74.8M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 203 $64M
2023 1 204 $70M
2024 1 197 $75M

Nearby Other Plans in Iowa

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

Simpson College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants Simpson College Defined Contribution Retirement Plan, Total assets ($M): 69.640502 · Participants: 204Simpson College Defined Contribution Retirement 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
Simpson College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Simpson College Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest Other by assets is Local Initiatives Support Corporation Tax Sheltered Annuity Plan in NY ($70M); by covered participants it is Hcs 403(b) Retirement Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Simpson College Defined Contribution Retirement Plan assets move in 2023? ▼
Simpson College Defined Contribution Retirement Plan grew at a solid clip - up 8.3% during 2023, from $64M to $70M. Reported net income was $5M.
How have Simpson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson College's sponsor-wide assets grew 16.3%, from $64M to $75M.
Where does Simpson College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Simpson College Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Simpson College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Local Initiatives Support Corporation Tax Sheltered Annuity Plan in NY ($70M, 568 participants).
Which Other plans cover a similar participant headcount to Simpson College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hcs 403(b) Retirement Plan in NH (204 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 420680389.

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.