Other · DOL Form 5500 · 2023

Act, Inc. Retirement Plan

Data updated 2026-08-25

$426M
Total assets Above avg plan size
1,043
Participants Near avg headcount
97th
Percentile by assets National rank
$408,140
Avg per participant High balance/head
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Official DOL plan name: Act, Inc. Defined Contribution Retirement Plan · Sponsored by Act, Inc. · Iowa · Educational Services

$426M in assets, 1,043 participants

Act, Inc.'s Act, Inc. Defined Contribution Retirement Plan reported $426M in total assets and 1,043 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,574 in Educational Services (3,735 peers)

Where Act, Inc. Defined Contribution Retirement Plan sits by assets

Act, Inc. Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $426M for 1,043 participants (~$408,140/participant), up 9.7% in 2023.

#3,574
in Educational Services (3,735 peers)
+9.7%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Act, Inc. Defined Contribution Retirement Plan's outsized position by total assets

Act, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$425,690,125 Top 3% higher than 97% 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

Act, Inc. Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Act, Inc. Defined Contribution Retirement Plan lands in the large band (1,043 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Act, Inc. Defined Contribution Retirement Plan reported net income rose from -$66M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Act, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $388M in the plan year 2022 filing to $426M in the plan year 2023 filing.
  • Act, Inc. Defined Contribution Retirement Plan reported participants rose from 1,012 in the plan year 2022 filing to 1,043 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420841485 · Act, Inc. PY 2023 · Other

Act, Inc. Defined Contribution Retirement Plan · $426M · 1,043 · 97th

  • EOY $426M
  • EOY 1,043
  • EOY 97th
  • EOY Other
  • EOY near Swarthmore College Regular Retirement Plan
  • EOY ind #3574

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 →

Act, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Stamford Health System Defined Contribution Retirement PlanStamford Health System Defin…$429MAct, Inc. Defined Contribution Retirement PlanAct, Inc. Defined Contributi…$426MSwarthmore College Regular Retirement PlanSwarthmore College Regular R…$425MAssoc of Independent Colleges and Universities of Ohio MepAssoc of Independent College…$425MUniversity of St. Thomas Retirement PlanUniversity of St. Thomas Ret…$422M
End-of-year total assets ($M) among Act, Inc. 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)$388M
Net Assets (End of Year)$426M
Net Income$38M
Employer EIN420841485
Plan Effective Date1976-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Act, Inc.)

Sponsor-wide plan assets over time

All Act, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$393M 1.3569548830054134% vs 2022
2024 filing year
$380M$400M$420M$440M 202220232024 $388M $393M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 1,012 $388M
2023 1 1,043 $426M
2024 1 913 $393M

Nearby Other Plans in Iowa

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

Act, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Act, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanGrinnell College Employees Retirement Savings Plan, Total assets ($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 PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 117.936138 · Participants: 686St. Ambrose University Defined Contribution Plan
Act, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Act, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Act, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Swarthmore College Regular Retirement Plan in PA ($425M); by covered participants it is Illinois Institute of Technology Tax Deferred Annuity Plan in IL (1,042 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,043 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 Act, Inc. Defined Contribution Retirement Plan assets move in 2023? ▼
Act, Inc. Defined Contribution Retirement Plan grew at a solid clip - up 9.7% during 2023, from $388M to $426M. Reported net income was $38M.
How have Act, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Act, Inc.'s sponsor-wide assets grew 1.4%, from $388M to $393M.
Where does Act, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Act, Inc. Defined Contribution Retirement Plan ranks in the 97th 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 Act, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Swarthmore College Regular Retirement Plan in PA ($425M, 1,091 participants).
Which Other plans cover a similar participant headcount to Act, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois Institute of Technology Tax Deferred Annuity Plan in IL (1,042 participants, $555M 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 420841485.

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.