Other · DOL Form 5500 · 2023

Iowa Health System Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
977
Participants Near avg headcount
88th
Percentile by assets National rank
$66,541
Avg per participant Below avg balance/head
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Official DOL plan name: Iowa Health System Tax Deferred Section 403(b) Plan · Sponsored by Iowa Health System · Iowa · Healthcare & Social Assistance

$65M in assets, 977 participants

Iowa Health System's Iowa Health System Tax Deferred Section 403(b) Plan reported $65M in total assets and 977 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,871 in Healthcare & Social Assistance (17,684 peers)

Where Iowa Health System Tax Deferred Section 403(b) Plan sits by assets

Iowa Health System Tax Deferred Section 403(b) Plan sits in the top quartile of all filed plans by assets, $65M for 977 participants (~$66,541/participant), up 1.6% in 2023.

#15,871
in Healthcare & Social Assistance (17,684 peers)
+1.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Iowa Health System Tax Deferred Section 403(b) Plan's outsized position by total assets

Iowa Health System Tax Deferred Section 403(b) Plan vs every filed plan by assets

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

$65,010,169 Top 12% higher than 88% 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

Iowa Health System Tax Deferred Section 403(b) 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. Iowa Health System Tax Deferred Section 403(b) Plan sits mid-pack in the medium band (977 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iowa Health System Tax Deferred Section 403(b) Plan reported net income rose from -$22M in the plan year 2022 filing to $994K in the plan year 2023 filing.
  • Iowa Health System Tax Deferred Section 403(b) Plan reported participants fell from 1,107 in the plan year 2022 filing to 977 in the plan year 2023 filing.
  • Iowa Health System Tax Deferred Section 403(b) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421435199 · Iowa Health System PY 2023 · Other

Iowa Health System Tax Deferred Section 403(b) Plan · $65M · 977 · 88th

  • NET $65M
  • NET 977
  • NET 88th
  • NET Other
  • NET near Gifford Health Care, Inc. 403(b) Retirement Plan
  • NET ind #15871

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Iowa Health System Tax Deferred Section 403(b) Plan in the asset neighbourhood

Columbus Community Hospital, Inc. Tax Sheltered Annuity PlanColumbus Community Hospital,…$65MIowa Health System Tax Deferred Section 403(b) PlanIowa Health System Tax Defer…$65MGifford Health Care, Inc. 403(b) Retirement PlanGifford Health Care, Inc. 40…$65MSeton Hill University 403(b) PlanSeton Hill University 403(b)…$65MWhite Plains Hospital Center 403(b) Tax Deferred Annuity PlanWhite Plains Hospital Center…$65M
End-of-year total assets ($M) among Iowa Health System Tax Deferred Section 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$65M
Net Income$994K
Employer EIN421435199
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Health System)

Sponsor-wide plan assets over time

All Iowa Health System plans reported in each filing year

Latest sponsor-wide plan assets
$3.4B 22.666682709713903% vs 2022
2024 filing year
$2.6B$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.75B $3.37B ▲ +22.5%
Year Plans Participants Total Assets
2022 2 29,710 $2.7B
2023 2 29,936 $3.0B
2024 2 25,980 $3.4B

Nearby Other Plans in Iowa

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

Iowa Health System Tax Deferred Section 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Iowa Health System Tax Deferred Section 403(b) Plan, Total assets ($M): 65.010169 · Participants: 977Iowa Health System Tax Deferred Section 403(b) 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
Iowa Health System Tax Deferred Section 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Iowa Health System Tax Deferred Section 403(b) Plan side-by-side with 3 peers →

Iowa Health System Tax Deferred Section 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Gifford Health Care, Inc. 403(b) Retirement Plan in VT ($65M); by covered participants it is The Leukemia & Lymphoma Society, Inc. 403(b) Plan in NY (978 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (977 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 Iowa Health System Tax Deferred Section 403(b) Plan assets move in 2023? ▼
Iowa Health System Tax Deferred Section 403(b) Plan edged up modestly - up 1.6% during 2023, from $64M to $65M. Reported net income was $994K.
How have Iowa Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Health System's sponsor-wide assets grew 22.7%, from $2.7B to $3.4B.
Where does Iowa Health System Tax Deferred Section 403(b) Plan rank by assets among Form 5500 filers? ▼
Iowa Health System Tax Deferred Section 403(b) Plan ranks in the 88th 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 Iowa Health System Tax Deferred Section 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Gifford Health Care, Inc. 403(b) Retirement Plan in VT ($65M, 720 participants).
Which Other plans cover a similar participant headcount to Iowa Health System Tax Deferred Section 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Leukemia & Lymphoma Society, Inc. 403(b) Plan in NY (978 participants, $117M 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 421435199.

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.